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Estate Planning

Make Sure Your Plan for the Future Becomes Reality

  • You are never too young to plan for your estate.
  • You do not have to wait until you are rich, or you have kids.
  • You can put a plan in place that grows along with you.

Many people assume that estate planning, wills and trusts are only for people with expensive houses and big bank accounts. Others assume that estate planning now only provides a snapshot, and that it does not protect what they do in the future.

The idea that you have to wait until you have achieved your goals in life to get around to protecting your family's future is not the case. You can put a plan in place for your estate that grows with you, with your family, with your career and with your success.

You can put a plan in place that makes sure your family and your home is safe and secure now and in the future.

Do I Need an Estate Plan?

The answer is yes when:

  • You own or plan to own a home.
  • You are married or divorced, or plan to be married.
  • You have insurance, savings, retirement or other long-term accounts.
  • You have children, or plan to have children.
  • You own any property or assets you want attended to after you are gone.

Complete the probate/estate planning and administration case evaluation form.

Estate planning isn't just something you do to bequeath your home, car or property. It involves making decisions about what you want for your family, your children and your legacy treated now and in the future. Inheritance laws can work to your advantage, but only when you leave clear and valid instructions.

You should not assume that your wishes would be met if you do not have them legally documented by an attorney. Would you rather decide the fate of your minor children in the event of your death, or would you rather let the state decide? Would you rather your home and property be protected for your children and family, or be determined by a court construing the probate laws of your state?

It is up to you to create a comprehensive estate plan to protect your family and your assets. An experienced estate-planning lawyer like Dan Shumake can help you.

Do you need more than a simple Will?

The Law Office of Daniel C. Shumake is experienced in representing clients of all financial means, and all levels of complexity, from the new parent to the business executive at the pinnacle of his career. Your estate plan should evolve over time, as you grow, and you should have an estate planning attorney who can identify appropriate strategies for your current situation, and who anticipates your future needs as you develop more wealth. Moreover, your estate planning attorney should work with you to develop strategies for protecting your wealth. Here at the Law Office of Daniel C. Shumake we are glad to discuss with you the potential benefits of complex estate planning techniques, including but not limited to:

  • Lifetime Gifting Plans
  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Grantor Retained Annuity Trusts and similar vehicles
  • Asset Protection Trusts

Creating a Complete Plan

Our Memphis office is built around the philosophy of providing a welcoming environment for local families to feel comfortable creating a well-designed plan that respects and preserves your legacy.

We can help you:

Put a plan in place for your future and your family's future today.

The Law Office of Daniel Shumake 5100 Poplar Avenue Suite 2503 Memphis, TN 38137-2500 901-767-7050/ e-mail