Law

                                                                                                    Courtesy David Mark and Pixabay.
 

I am a licensed and insured Tennessee Attorney (#026816).  I help people to be remembered as the heroes they already are.  I help clients to PROVIDE, PROTECT, CARE FOR and VISIT those they CHERISH!

Sometimes that's with Wills and Estate Planning.  Sometimes that's with litigating family issues.  Sometimes it's developing strategies and policies for churches, nonprofits, and small businesses.

You can learn more about me at the law office website.  Let me know if I can help you to be remembered as the hero you already are.  

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Shh! Don't talk about Fight Club!

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  SUPER NERDY ALERT Did you ever watch the movie "Fight Club"?  If so, the persistent line throughout the movie is "Don't talk about Fight Club!"  Why?  Well, watch the movie. As many of you know, the i ntersection of law and insurance simply fascinates me.   Here's an instance of that:   All U.S. states have a State Guaranty Association.   These associations insure life and health insurance companies in case of failure.  Failure is rare, but it happens from time to time.  As both an insurance agent and an attorney, I have seen the results of this.  In that situation, the Guaranty Association worked out very, very well.  Consumers need to know that this program exists.  Who better to tell them than their insurance agent? For banks, consumers know that the Federal Deposit Insurance Corporation (FDIC) exists.  For their brokers, they know that the Securities Investor Protection Corporation (SIPC) exists.  How?  It's plastered all over the front door and t
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My advisor helped me leave my estate to my cat.

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This is a true story, from a lady who was in my office witnessing a client signing her Will.   It is also an example of the unlicensed practice of law.   I am both an attorney and an insurance agent. I have two (2) licenses. One (1) was hard to get. One (1) wasn’t. Guess which one (1) fits each category.   There is a lot of argument in the insurance and financial world about helping clients draft their Wills, Trusts and Powers of Attorney while getting paid to do so. Why?  Money .   Tennessee defines the practice of law as: As used in this chapter, unless the context otherwise requires: (1) “Law business” means the  advising or counseling for valuable consideration  of any person as to any secular law,  the drawing or the procuring of or assisting in the drawing for valuable consideration of any paper,   document or instrument affecting or relating to secular rights, the doing of any act for valuable consideration in a representative capacity,  obtaining or tendin
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Do's and Don'ts of Estate Planning

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  For the sake of clarity, the term "Estate Planning" applies everything from Wills and Powers of Attorney to elaborate Trusts.  "Do's": Update your documents more than once a decade.   That's right.   I recently saw a Will that was fifty (50) years old!   Fortunately, some of the folks listed in it were still alive. If your documents pre-date cell phones, update them! Read your documents.   Even if an attorney drafted the documents, read them. Make sure you understand the documents. Recently I saw a document where  the attorney did not change the name on the document from one (1) of his/her previous clients.   That document was invalid. You need to make sure the words on the page are what they need to be.  Love yourself and your family enough to have the documents.   Those who love their families  make difficult times easier  with documents that prevent the family from having to get court orders to do things that a simple Power of Attorney or Advanced
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