Mon, Jul 15 | Jackson Country Club

Jackson Estate Planning Workshop (1)

Join estate planning attorney and acclaimed speaker John Stevens for coffee and learn why no one should make a last will or trust before first hearing these important insights.
Registration is Closed
Jackson Estate Planning Workshop (1)

Time & Location

Jul 15, 2019, 9:30 AM
Jackson Country Club , 31 Jackson Country Club Dr., Jackson, TN

About The Event

I've set a pretty lofty goal - to become your TRUSTED ESTATE PLANNING attorney when it comes to protecting what you have and leaving it the right way to your family. It's a commitment I take very seriously on a daily basis. The biggest worry our clients have is literally losing their money and property, either during their lifetime or at their demise. Common worries include suffering losses to government interference, probate, lawyers, nursing home costs and taxes that threaten your family's independence and loss of control to the government or worse, burdening your family. Today can be the day to stop worrying once and for all. Register today and put the worry about if you have your affairs structured the wrong way resulting in a wildly unpredictable and insecure legal, tax and financial outlook for you and your family.

Here are some examples of our client testimonials, in their own words...

“Truly above and beyond what I expected. Outstanding work. Professional document. Beneficial. Completed in a timely manner. Exactly what I needed. Knowledgable and well informed. Very mannerly young man. Easy to talk to. Pleasurable experience.”

Kitty Hawkins, Jackson, TN

I have reached the stage in life that there are fewer days ahead than behind and I needed to provide simplicity for my heirs. Not being a native of Tennessee or having any fundamental knowledge of what would be best for me I turned to John on the recommendation of my financial advisor; this turned out to be an excellent call. John walked me through what is the best practice in Tennessee for me. Interviewing me in a brief session, John quickly and seamlessly presented a path tailored to my specific status at my current stage of life. Using a template of simple to answer questions, that addressed specific items that I needed to consider, like what did I want in case of life threatening emergencies, who would I like to have any assets that would out live me, and did I have any unusual needs. The result was a package which included a simple trust and setting up documents to avoid probate. With the executed documents I am most comfortable that when I am gone my estate will quickly be settled per my desires thanks to John and his team. I confidently recommend John Stevens as a competent attorney who will meet your best interest."

Robert Russell, Jackson, TN

“We appreciate all the legal advice and help John provided during the planning session and also the closing and signing of our Revocable Living Trust. The fact that John’s firm deals only with estate planning made it an easy choice for us to do a Revocable Living Trust. We are pleased with John’s professionalism and the peace of mind it gave us knowing our plans are in place for the future.”

Martha & Jimmy Stewart, Franklin TN

Share This Event