Tim Couch

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Estate Planning

Estate planning is a process of developing and implementing a master plan to distribute your property during your life and at your death.  We can assist with ways to minimize estate taxes through the formation of trusts, gifting and other means.  We can also assist with long-term care insurance and 529 plans for children and grandchildren.

Securities offered through Dempsey Lord Smith, LLC Member FINRA, SIPC.  Advisory services offered through Dempsey Lord Smith, LLC

Securities offered through Dempsey Lord Smith, LLC Member FINRA, SIPC

Advisory services offered through Dempsey Lord Smith, LLC

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