Estate Planning
Your Life. Your Values. Your Future.
Estate Planning in Jackson, Tennessee
When you think about the future, it’s important to consider more than just the day-to-day—it’s about protecting the people and assets you value most. Attorney Sara Barnett specializes in estate planning in Jackson, Tennessee and will work with you to help ensure your wishes are honored, your loved ones are cared for, and your financial legacy is preserved. Whether you’re drafting a simple will or creating a comprehensive plan that addresses asset protection, healthcare directives, and beyond, our experienced team provides personalized solutions tailored to your unique goals.
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We know that estate planning can feel overwhelming, which is why we take pride in guiding you every step of the way. Below, you’ll find detailed information about different types of trusts and how they can be a crucial component of your overall estate plan. But first, let’s explore the essential elements of estate planning and the key benefits it provides for families in Jackson and throughout West Tennessee.
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You Deserve Peace of Mind.
We believe that estate planning isn't just for the wealthy or elderly—it's for everyone. Whether you're a parent, grandparent, business owner, or working professional, having a solid estate plan in place ensures that your loved ones are protected, your assets are managed, and your wishes are honored both during your lifetime and beyond.
Estate Planning Methods
Estate planning involves creating a clear, legally-binding strategy for managing and transferring your assets, protecting your loved ones, and ensuring your wishes are honored. A well-rounded estate plan typically includes several key methods and documents, tailored specifically to your individual needs and goals:
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Last Will and Testament: Ensures your assets are distributed according to your wishes, nominates guardians for minor children, and designates an executor to handle your affairs after your passing.
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Trusts: Powerful tools to manage and distribute your assets privately and efficiently, often helping families avoid probate and achieve specific objectives such as asset protection or tax savings (see more details below).
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Powers of Attorney (Financial & Healthcare): Allow you to appoint trusted individuals to manage your financial and medical decisions if you become unable to do so yourself.
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Living Will (Advance Healthcare Directive): Clearly communicates your medical treatment preferences, providing comfort and clarity to your loved ones during challenging times.
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Beneficiary Designations and Asset Titling: Correctly designating beneficiaries and properly titling assets can simplify asset transfers and avoid unnecessary probate complications.
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At the Law Offices of Sara Barnett, we customize your estate plan based on your individual circumstances. Our personalized approach ensures your legacy and loved ones are fully protected. Read further to learn more about trusts and the important role they can play in your comprehensive estate planning strategy.
What is a Trust?
A Trust is a legal arrangement designed to safeguard and manage assets, providing clear instructions for their management and distribution. Unlike wills, trusts offer greater privacy, flexibility, and control. Trusts can help your family avoid probate court, save time and money, and preserve your legacy exactly as you envision.
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One of the most effective estate planning tools, a trust establishes a fiduciary relationship in which one party—the trustee—holds and manages property or assets for the benefit of another party—the beneficiary. Trusts offer flexibility and control, providing a secure method to distribute your assets according to your unique preferences.
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At the Law Office of Sara Barnett at Spragins, Barnett & Cobb, PLC, we specialize in creating customized trusts tailored to each client’s unique financial situation and family goals. Whether you're considering a Revocable Living Trust to bypass probate or a specialized trust to address healthcare and long-term care needs, our experienced team is here to help you every step of the way.
Trust Attorney in Jackson, TN
Protect Your Assets & Secure Your Legacy with Smart Trust Planning
A trust is one of the most effective tools in estate planning, offering asset protection, probate avoidance, and tax benefits. Whether you’re looking to simplify wealth transfer, safeguard your family’s future, or qualify for Medicaid benefits, establishing a trust can provide peace of mind.
Attorney Sara Barnett specializes in customized trust planning to help families in Jackson, TN, and West Tennessee protect what matters most.
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Key Benefits of Trusts:
✔ Avoid Probate – Bypass the costly and time-consuming probate process
✔ Protect Assets – Shield wealth from lawsuits, creditors, and estate taxes
✔ Ensure Privacy – Unlike wills, trusts remain private and out of public records
✔ Control Wealth Distribution – Set conditions for when and how heirs receive their inheritance
✔ Plan for Incapacity – Ensure a seamless transition in case of disability
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Explore the right trust for your estate—click the tabs to learn more about revocable living trusts and Medicaid asset protection trusts.
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Protect yourself.
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Medical Power of Attorney: Designate someone to make healthcare decisions on your behalf if you're unable to do so, ensuring your medical preferences are respected.
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Living Will: Make your medical wishes known in advance, including your preferences for end-of-life care, relieving your loved ones from the burden of making those tough decisions during difficult times.
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Protect your assets.
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Financial Power of Attorney: Appoint a trusted individual to manage your financial affairs, offering you and your family security and continuity.
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Medicaid Asset Protection Trust: If costs of long-term care are a point of concern, a Medicaid Asset Protection Trust can allow for you and your family to keep the assets you have accumulated over a lifetime while qualifying you for long-term care benefits.
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Revocable Living Trust: A revocable living trust allows you to maintain complete control over your assets as you remain the trustee.
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Protect your family.
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Last Will & Testament: A Will is an essential tool to ensure your assets are distributed according to your wishes after your death. This vital document also allows you to appoint a guardian for your minor children, providing you with peace of mind knowing they will be cared for by someone you trust.
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Special Needs Trust: A special needs trust is a way to give money or property to someone with disabilities without messing up their chances of getting government help. It's like a safety box that holds onto the money for them, making sure they have what they need, without risking the benefits they get from programs like Medicaid.
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Revocable Living Trusts & Irrevocable Trusts: Trusts serve as a map for your family, keeping your estate out of the public probate process that is often emotionally and financially taxing on families. This approach ensures family harmony and financial efficiency, safeguarding both relationships and assets after your death, while benefitting you during your lifetime as well.
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Our Information:
Address
312 E. Lafayette St.
Jackson, TN 38302
Contact
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Mon - Fri
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