TOP 10 Estate planning strategies in Nashville, Tennessee

DeWitt Law is a Nashville-based institution specializing in tax controversy, white collar criminal defense, and estate planning. Located at 9005 Overlook Boulevard in Brentwood, Tennessee, our team of experienced tax attorneys is dedicated to assisting taxpayers in Nashville and Middle Tennessee with federal and state tax issues. We offer a range of services including resolving IRS tax problems, legal representation for tax-related criminal investigations, civil tax litigation, and estate planning. Our firm is committed to providing strategic guidance and integrity in navigating complex tax matters. We handle a variety of tax disputes with the IRS, such as audits, tax relief, unfiled tax returns, tax liens, and more. Additionally, we assist with Tennessee tax issues, offshore assets compliance, and estate planning for individuals, families, businesses, and nonprofits.

Dynasty Estate & Asset Protection Law Firm, PLLC is a prestigious legal institution located at 2021 Richard Jones Road in Nashville, Tennessee, United States. Specializing in estate planning and asset protection, our experienced team of attorneys is dedicated to providing comprehensive legal services to help clients safeguard their wealth and secure their legacies for future generations. With a focus on personalized solutions and attention to detail, we strive to exceed our clients' expectations and deliver exceptional results. Trust Dynasty Estate & Asset Protection Law Firm, PLLC to protect your assets and provide peace of mind for you and your loved ones.

Epstein Law Firm Nashville is a reputable legal institution located at 300 James Robertson Parkway in Nashville, Tennessee. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business transaction, our firm is committed to advocating for your rights and achieving the best possible outcome for your case. Contact us today to schedule a consultation and learn how Epstein Law Firm Nashville can assist you with your legal needs.

Johnson Capital Planning, LLC is a finance institution located at 810 Dominican Drive in Nashville, Tennessee, United States. Specializing in Financial and Retirement Planning, Insurance and Risk management, Johnson Capital Planning focuses on building customized plans to help grow your family’s legacy. Their team of experts work with clients to create personalized wealth management plans tailored to their unique needs and goals. By carefully reviewing current portfolios and offering smart suggestions, Johnson Capital Planning helps clients make informed financial decisions and stay on track to meet their goals. With a focus on finding the right solutions rather than selling the wrong products, Johnson Capital Planning is dedicated to anticipating client needs and making their lives easier. Schedule a consultation today to start mapping out your financial future with Johnson Capital Planning.

Cumberland Wealth Planning Group of Raymond James is a reputable finance institution located at 1033 Demonbreun Street in Nashville, Tennessee, United States. Our experienced team of financial advisors is dedicated to providing personalized wealth planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.

Oasis Wealth Planning Advisors, LLC is a financial institution located in Nashville, Tennessee, United States. We provide accounting and finance services to help individuals plan for a secure and fulfilling retirement. Our approach is focused on acting in your best interest without receiving commissions, ensuring that we are always working towards your financial goals. At Oasis Wealth Planning Advisors, LLC, we specialize in detailed cash flow and net worth projections to help answer the question, "am I on the right track for retirement?" Our team of tax-focused advisors, led by a CPA and tax lawyer, can help you maximize benefits, implement Roth conversions, and develop tax-effective withdrawal strategies to minimize taxes and integrate them into your overall financial plan.

Hill Investment Group in Nashville is a leading financial institution located at 5300 Maryland Way in Brentwood, Tennessee. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Adams Wealth Partners, formerly known as David Adams Wealth Group, is a premier wealth management firm located in Nashville, Tennessee. Recognized for excellence by Forbes as one of the Best-in-State Wealth Management Teams in 2024, Adams Wealth Partners is dedicated to helping clients navigate the complexities of investing and financial planning. Led by experienced professionals such as David Adams, Myles Zueger, Carson Odom, and Jeri Anne, the team at Adams Wealth Partners is committed to providing personalized solutions to help clients achieve their financial goals. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) holders, the advisors at Adams Wealth Partners have the expertise and knowledge to guide clients through various financial challenges. Whether it's retirement planning, tax strategies, or wealth building, the team at Adams Wealth Partners is equipped to provide comprehensive solutions tailored to each client's unique needs.

Churchill Management Group - Nashville is a reputable finance institution located at 40 Burton Hills Boulevard in Nashville, Tennessee, United States. With a focus on providing expert financial management services, Churchill Management Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Churchill Management Group offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Churchill Management Group is committed to providing top-notch financial services and guidance.

Blue Trust is a leading financial advisory firm based in Nashville, Tennessee. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Located at 1000 Health Park Drive in Brentwood, our convenient location allows us to serve clients throughout the Nashville area. Trust Blue Trust to guide you towards a secure financial future.

Located in Brentwood, Tennessee, Silberman Wealth Strategies, Inc. is a finance institution that specializes in customized wealth management solutions. Led by Mitch Silberman, a seasoned Wealth Advisor with over 30 years of experience in financial services, the team at Silberman Wealth Strategies is dedicated to helping individuals and families in Nashville, TN design their financial future. With a unique background as a former Certified Public Accountant and child actor who experienced financial setbacks, Mitch Silberman is passionate about helping others live their best financial lives. The team at Silberman Wealth Strategies is committed to working with affluent individuals and families to protect and grow their financial independence through strategic planning and endowment-style investing strategies.

Family in Focus - UBS Financial Services Inc. is a finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. Our focus is on providing personalized financial services to help families achieve their financial goals and secure their futures. With a team of experienced financial advisors, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our mission is to put families at the center of everything we do, ensuring that their financial well-being is always in focus.

Signature Estate & Investment Advisors, LLC is a leading finance institution located at 424 Church Street in the vibrant city of Nashville, Tennessee, United States. With a team of experienced advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Signature Estate & Investment Advisors, LLC is dedicated to providing expert guidance and support every step of the way. Trust in their expertise and let them help you secure your financial future.

The RBC Wealth Management Branch in Nashville is a leading financial institution located at 818 18th Avenue South in the heart of Nashville, Tennessee. Our dedicated team of financial advisors and wealth management experts are committed to helping our clients achieve their financial goals and secure their future. With a focus on personalized service and comprehensive financial planning, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Visit us today to learn how we can help you build and protect your wealth for the long term.

Verble Estate Preservation and Advisors, LLC is a finance institution located at 421 East Iris Drive in Nashville, Tennessee. Our team of expert advisors specialize in estate preservation, offering personalized solutions to help you protect and grow your wealth for future generations. Whether you need assistance with estate planning, investment management, or tax strategies, our experienced professionals are here to guide you every step of the way. Trust Verble Estate Preservation and Advisors, LLC to secure your financial future.

Kristopher Esqueda, REALTOR & Real Estate Advisor is a finance, general contractor, and real estate agency located at 2206 21st Avenue South, Nashville, Tennessee, United States. Kristopher is a licensed REALTOR® and avid Investor who provides real estate services across middle Tennessee, with a focus on the Nashville market and its urban core. With a career spanning over a decade in creating, building, and operating hospitality-driven establishments in San Francisco, Kristopher's foundation in real estate is strong. His focus on education, integrity, honesty, and hard work sets him apart in the industry. Clients have praised Kristopher for his timely, persistent, knowledgeable, and decisive approach to real estate transactions. His professionalism, great communication, and ability to understand his clients' needs make him a trusted confidant in the real estate process. Whether buying or selling a home, Kristopher's expertise and personalized service have left a lasting impression on his clients.

Beacon Planning Services is a reputable accounting and finance institution located at 3016 Hedrick Street in Nashville, Tennessee, United States. Our team of experienced professionals provides a wide range of financial planning and advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert guidance, Beacon Planning Services is dedicated to helping clients navigate the complexities of financial management with confidence and clarity. Contact us today to learn more about how we can assist you in planning for a secure financial future.

HORNE - Nashville is a leading accounting and finance institution located at 8 Cadillac Drive in Brentwood, Tennessee, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, HORNE - Nashville is dedicated to helping their clients achieve their financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

Bank of America Private Client Advisor John Murfee is located at 222 2nd Avenue South in Nashville, Tennessee. John Murfee, a Senior Vice President, offers personalized financial guidance to business owners, corporate executives, and high-net-worth families in the Southeast. With decades of experience in finance, John helps clients manage sudden liquidity events such as selling a business or receiving an inheritance. He focuses on preserving wealth for future generations and building strong relationships with his clients. John joined Bank of America Private Bank in 2014 and holds a bachelor's degree in economics from Vanderbilt University. He is passionate about conservation and is actively involved in the community, serving on the board of Operation StandDown Tennessee. John and his wife have two sons, one of whom is a surgical resident and the other a minor league baseball pitcher.

John Poole Financial is a leading finance institution located at 401 Bonnaspring Drive in Nashville, Tennessee, United States. With a reputation for excellence and expertise in financial services, John Poole Financial offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the team at John Poole Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Starling & Company is a premier finance and insurance agency located at 1033 Demonbreun Street in Nashville, Tennessee. With a reputation for excellence and a commitment to providing top-notch services to clients, Starling & Company is a trusted partner for all your financial and insurance needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, our team of experienced professionals is here to help you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.

The Texas Troubadour Theatre is a Nashville-based institution located at 2416 Music Valley Drive in Tennessee, United States. This venue not only hosts performances and events but also serves as the headquarters for Collins Legal, a law firm specializing in Real Estate and Land Use. Collins Legal is dedicated to providing sound legal solutions for companies, entrepreneurs, and start-ups, helping them protect their assets, reputation, and build wealth. The team at Collins Legal is passionate about developing winning legal strategies and elevating the standard of the legal industry. If you are in need of legal counsel in Nashville, look no further than Collins Legal at the Texas Troubadour Theatre.

Tempra InsurancePlus3.com is an insurance agency located at 211 Donelson Pike in Nashville, Tennessee, United States. Led by Tempra, the team focuses on teaching clients how to buy money through life and retirement strategies. Their recommended strategies are designed to provide the safest, strongest, and smartest way to store, grow, and access money in a tax-favored manner. With a focus on long-term care costs, Tempra InsurancePlus3.com helps clients safeguard their independence and protect their assets. By taking proactive steps, individuals can avoid financial strain and uncertainty about their future.

Eddie Ard: Primerica - Financial Services is a reputable finance and insurance agency located at 5556 Franklin Pike in Nashville, Tennessee, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and insurance solutions to help individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Back To Basics Financial Services is a trusted institution located at 2201 Murfreesboro Pike in Nashville, Tennessee, United States. We specialize in providing expert accounting, finance, and insurance services to individuals and businesses. Our dedicated team of professionals is committed to helping our clients navigate the complexities of their financial needs and achieve their goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, Back To Basics Financial Services is here to provide personalized solutions tailored to your unique situation. Trust us to take you back to the basics of financial success.

1st Franklin Financial is a reputable financial institution located at 696 Nashville Pike in Gallatin, Tennessee. We offer a wide range of financial services to meet the needs of our customers, including personal loans, debt consolidation, and financial planning. Our experienced team of professionals is dedicated to providing personalized and efficient service to help our clients achieve their financial goals. Whether you need assistance with a large purchase or unexpected expenses, 1st Franklin Financial is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Paul Walwyn Law Offices is a reputable law firm located in Nashville, Tennessee, United States. Specializing in various legal matters, the experienced team at Paul Walwyn Law Offices is dedicated to providing top-notch legal services to their clients. Whether you are in need of legal representation for personal injury cases, family law matters, or criminal defense, the skilled lawyers at Paul Walwyn Law Offices are here to help. With a commitment to excellence and a passion for justice, you can trust that your case will be handled with the utmost professionalism and care. Visit Paul Walwyn Law Offices at 1994 Gallatin Pike North for expert legal advice and representation.

Fourth Capital Bank - Green Hills is a prestigious financial institution located at 4007 Hillsboro Pike in the upscale neighborhood of Green Hills in Nashville, Tennessee. As a leading bank in the area, Fourth Capital Bank offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a reputation for excellence and personalized customer service, Fourth Capital Bank is committed to helping individuals and businesses achieve their financial goals. Visit Fourth Capital Bank - Green Hills today and experience the difference of banking with a trusted and reliable institution.

Axis Direct is a renowned financial institution located at 1631 Lebanon Pike Circle in Nashville, Tennessee, United States. We specialize in providing a wide range of financial services including investment planning, wealth management, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a strong reputation for excellence and a commitment to personalized service, Axis Direct is the trusted choice for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you navigate the complex world of finance.

United Community is a trusted financial institution located at 4106B Hillsboro Pike in Nashville, Tennessee. As a full-service bank, we offer a wide range of financial services including ATM access, banking services, and financial advice. Our dedicated team of professionals is committed to helping our customers achieve their financial goals and providing top-notch customer service. Visit us today to experience the difference that United Community can make in your financial future.