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Wealth Reception Services

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WORKING TO EFFECTIVELY PASS ON YOUR LEGACY

At 4Sight Legal Services, PLLC, we specialize in wealth reception services, providing education, training, and support for individuals inheriting wealth or managing a family business. With a focus on estate planning, we ensure our clients are equipped to handle their assets effectively and secure their financial legacies for generations to come.

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After so much time and hard work, deciding who will take over your business or your other assets is an important decision. There is a lot to consider. You will want to think about the people who have supported your business over the years and who has the greatest potential and interest in continuing your legacy.

Consider both the specific person you have in mind to inherit your assets, as well as the manner in which you would like those individuals to receive them. While you may want someone who is ready to fill your shoes, depending on your business, you may want to consider a team of people who will be able to collaborate and support each other.

4Sight Legal Services, PLLC, can help you determine and assign roles for the next phase of your business. Talking to a skilled attorney about wealth reception and the vision you have for the future can help you understand how to prepare for what you have in mind.

TRAINING AND ADVICE FOR ADVISERS

Whether you are appointing someone to an advisory position or you have recently found yourself in an advisory role in Tennessee, we can provide training for people in your financial management team, such as:

  • Fiduciary
  • Legatees
  • Beneficiaries
  • Other advisers

There can be a lot that goes into these critical advisory roles. A lawyer who understands the nuances of each can reduce the risk of conflict and misunderstanding.

Deciding how your business will continue is essential. We can help you understand what makes sense for what you and your business need. To make an appointment in our Chattanooga office, contact us online or call.

SCHEDULE AN APPOINTMENT TO PLAN THE FUTURE

BUSINESS LAW & ESTATE PLANNING SERVICES – START HERE:

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4SIGHT
BUSINESS SERVICES™

Risk management, goal alignment and general legal counsel for small and mid-sized businesses SMBs
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4SIGHT
LEGACY PLANNING™

Estate planning, asset protection, maintenance & settlement services for individuals and families
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4SIGHT TRANSITION SERVICES™

Readiness assessment, plan design & plan execution for transitioning ownership of small & mid-sized businesses
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4SIGHT WEALTH RECEPTION SERVICES™

Education, training and support for individuals inheriting wealth or taking over a business
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SPEAK WITH A DEDICATED, EXPERIENCED BUSINESS LAW & ESTATE PLANNING ATTORNEY ABOUT YOUR CONCERNS

Our estate planning firm represents clients throughout Tennessee. Learn more about our Business Law and Estate Planning services by scheduling a consultation today. Please call 423-305-1704 or complete our online contact form.