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Estate Planning

We work closely with an independent and experienced estate-planning attorney and can provide you with a referral for a complimentary consultation with him when appropriate.

Estate planning is simply determining while you’re still alive where your assets should go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones. While the concept is simple, the vehicles, planning, and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay up to date with this field and advise clients on a day-to-day basis.


Do you have questions about estate planning?

We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

Request A No Obligation Evaluation Meeting
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 501 N Cattleman Rd, Ste. 106, Sarasota, FL 34232. (941) 918.0507. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.