Estate Planning

Q: What is estate planning?

Estate planning is the process of organizing how your financial affairs, assets, and personal wishes should be handled if you become incapacitated or pass away.

Q: What does it mean to name an executor?

Naming an executor means choosing the person who will help carry out the instructions in your will and manage the estate process after your death.

Q: Can estate planning help reduce taxes?

Certain estate planning strategies may help limit taxes on the estate, depending on your situation. The goal is to help preserve more of your wealth for the people and causes you care about.

Q: Does estate planning only matter after death?

No. Estate planning can also help during your lifetime by creating a plan for care and decision-making if you become incapacitated or unable to manage your own affairs.

Legacy & Wealth Transfer

What you leave behind should reflect what matters most.

You have worked hard to build your wealth, and you want it handled with care when life changes or when it is time to pass it on.

Without a clear estate and legacy plan, your family may be left with confusion, delays, unnecessary costs, or decisions you never intended. In many cases, when no plan is in place, the state and the courts determine how assets are distributed. Many people come to us with concerns like these:

Unclear wishes for how assets should be passed on

Outdated wills or trust documents

Beneficiaries that no longer reflect life changes

Concern about family conflict after death

Fear of leaving loved ones with a mess

Uncertainty around whether a trust is still appropriate

Make your wealth transfer more intentional.

A strong estate plan gives your family direction when they need it most. We help you review what you have, identify gaps, and coordinate key decisions so your legacy is clear and purposeful.

Let's Meet

The Intentional Planning Process

Your financial plan should not begin with products, projections, or assumptions. It should begin with your vision. Through The Intentional Planning Process, Doug helps bring clarity to your full financial picture, then builds and adjusts a coordinated plan that supports the life, retirement, and legacy you want to create.

Let's Meet

We begin by understanding what matters most to you, where you are today, and what you want your wealth to make possible. Whether you are preparing for retirement, building toward future goals, or navigating a major transition, your vision becomes the foundation for every recommendation that follows.

This first conversation is also where Doug begins acting as your quarterback, building a complete picture of who serves you today and where coordination across your professional team can create more value.

A plan only works when it is implemented. We coordinate directly with your CPA, estate planning attorney, and other specialists so each part of the plan moves forward together. We prioritize the next steps, communicates across your team of professionals on your behalf, and keeps every action aligned with the broader strategy. This can include adjusting investments, opening or consolidating accounts, reviewing insurance options, refining withdrawal strategies, updating beneficiaries, or improving tax efficiency.

Financial planning is an ongoing relationship. Your life, goals, markets, tax laws, and family needs evolve over time. Doug continues to quarterback your financial picture through regular reviews, ongoing communication with your other professionals, and adjustments that keep every decision aligned with your vision. You stay focused on what matters most while your plan stays current with your life.

Work With Us

Will your estate plan reflect your real wishes?

Intentional Wealth Planning helps individuals and families bring clarity to estate and wealth transfer decisions through The Intentional Planning Process. We use an integrated approach that reviews wills, trusts, beneficiaries, insurance considerations, charitable goals, and coordination with other professionals so your plan is organized around your vision.

You gain a clearer picture of what you own, who you want to receive it, and how you want that transition to happen. Your loved ones receive a more thoughtful path to follow, and your financial life feels more complete because your legacy planning is connected to the bigger picture.

Your estate documents are reviewed with purpose

Beneficiary choices stay aligned with your current wishes

Family and charitable goals are planned with greater clarity

Wealth transfer decisions fit your broader financial plan

Locations

Brentwood, TN

9020 Overlook Blvd, Ste 310
Brentwood, TN 37027

888-688-4097

Send us an email

Virtual

Meet with Doug virtually.

Schedule Zoom Conference

Take the next steps.

Taking the next step is simple and pressure-free. We’ll listen, answer your questions, and guide you from there.

1

Start with a Conversation

Schedule a simple introductory call where we learn about your goals, your concerns, and what prompted you to explore planning.

2

Gain Clarity on Your Situation

We walk through your current financial picture together, helping you better understand how everything fits and where opportunities may exist.

3

Decide How to Move Forward

If it feels like the right fit, we begin building your personalized plan and guide you step by step with ongoing support.