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TOP 30 Professional legal services for estate planning in Tennessee
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 201 Franklin Road in Brentwood, Tennessee, offers clients the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The financial advisors at the branch provide years of combined wealth management knowledge and experience, offering strategies to help clients preserve, grow, and distribute wealth. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services. The advisors are committed to client service and satisfaction, working with clients to create financial strategies tailored to their long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help them pursue personal and professional financial goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their unique financial goals. Customers are advised to consult their legal and tax advisors before making financial decisions, as investing involves risk. Additional information about products and services is available through the Client Relationship Summary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and member of SIPC, offering investment products sponsored by affiliates of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are also available through affiliated entities. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients can access FINRA's BrokerCheck for information about brokers and brokerage firms.
Nathan Owen - Thrivent
Nathan Owen - Thrivent is a finance institution located at 1500 Medical Center Parkway in Murfreesboro, Tennessee, United States. Specializing in financial planning, estate planning, long term care events, and retirement income, Nathan Owen is a trusted professional who is dedicated to helping clients achieve their financial goals. As a father of four, Nathan understands the importance of having a strong financial strategy in place and is proud to serve residents in Middle Tennessee, including Murfreesboro, Smyrna, Rutherford County, Nashville, and surrounding areas. Clients of Nathan Owen - Thrivent become part of his family, with a focus on living generously and working together towards financial freedom. Nathan offers personalized advice and guidance through Thrivent's Financial Planning Framework, and clients can choose to further their planning engagement through Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, but works in partnership with clients' attorneys and tax professionals as needed.
Merrill Lynch Financial Advisor Jennifer M Craven
Merrill Lynch Financial Advisor Jennifer M Craven is a finance institution located at 800 South Gay Street, Knoxville, Tennessee, United States. At Dunn Craven Group, the team is dedicated to helping clients achieve their financial goals with personalized service and care. With the global resources of Merrill, clients are placed at the center of the wealth management process to design a goals-based financial approach. The team works with a limited number of clients to deliver exceptional attention, devotion, thoroughness, accessibility, and experience. They help clients define their financial goals, design customized wealth management strategies, assist with tax minimization and estate planning, and work with advisors to develop estate plans. The practice serves affluent individuals, families, business owners, executives, and professionals. The team works closely with clients to identify and define their goals, create a financial strategy, and address financial goals at every stage of life. The Investment Personality Assessment helps customize the financial approach to pursue what matters most to clients. The team offers step-by-step instructions for clients to navigate the secure online platform and provides a range of potential solutions, premier customer service, and financial tools based on unique circumstances. Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on goals. The team reviews goals, progress, and adjustments needed to stay on track. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® in the United States. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients are guided by dedicated advisors to personalized investment strategies and comprehensive financial solutions from Merrill and Bank of America.
Wis Laughlin
Wis Laughlin is an institution located at 1028 Oakhaven Road in Memphis, Tennessee, specializing in accounting, finance, and legal services. As a business owner, you can benefit from their expertise in saving legal, tax, and estate costs. Wis Laughlin uses ProSeries Professional tax software for expert tax preparation and offers win-win contracts that benefit both parties. Their Prep_to_Plan program ensures the lowest taxes possible for clients. With a background as a former IRS tax lawyer, Wis Laughlin provides answers to tax questions using sources like Bloomberg and Kiplinger. As an Accredited Estate Planner, they offer considerate and personal estate plans, wills, and trusts to ensure an easy and efficient estate plan for clients. Wis Laughlin also provides entertaining and informative seminars on changing laws to keep clients informed and in control. With over 40 years of experience, Wis Laughlin is dedicated to providing the best legal boutique services to clients, ensuring they are well-prepared for any financial or legal situation.
Burkhalter & Associates, PC
Burkhalter & Associates, PC is a leading accounting and finance institution located at 2809 Columbine Place in Nashville, Tennessee, United States. Our team at TBG is dedicated to helping businesses and individuals grow and protect their assets through legal, business, and accounting expertise. Whether you are starting a new business or need assistance with managing your finances, our highly experienced professionals are here to guide you every step of the way. Clients have praised The Burkhalter Group for their professionalism and support in handling bookkeeping, payroll, taxes, and estate planning. We offer one-on-one guidance to create a comprehensive financial plan that manages risk, improves performance, and ensures the growth of your wealth. During tax season, our team will help you maximize deductions and navigate the ever-changing tax regulations to avoid overpaying.
Morgan & Thornburg Inc
Morgan & Thornburg Inc is a prestigious law firm located at 4076 Hatcher Circle in Memphis, Tennessee, United States. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in a wide range of practice areas. Our firm is known for our professionalism, expertise, and commitment to achieving the best possible outcomes for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Morgan & Thornburg Inc is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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