Russ Cook & Associates, PC
view our Practice areas

Estate planning goals to set for 2019

With the coming of the new year, many people are still sticking to their resolutions. Most of these goals have to do with self-betterment, such as exercising, eating healthier or practicing self-care.

But, by setting these estate planning goals, you can use 2019 to help look out for others someday in the future.

Make sure the family is set

After every few years, it's a good idea to check in on your estate plan to make sure your loved ones are provided for. To do this, you should ensure that everyone is included if there have been any new additions to the family.

Next, you should reevaluate whether any new interests may mean it makes more sense to change which assets will be inherited by whom.

Finally, consider how your inheritance will be received. You may want to use a trust in order to give away smaller portions of your funds over a longer period of time. A trust can also be useful for transferring the ownership of firearms to family members in other states.

Don't forget your pet!

Many estate plans are now being used to look out for a pet's future too. In your estate plan, you can assign a beneficiary that should inherit the pet and even leave behind funds to go toward the pet's medical and basic needs.

Reevaluate your digital assets

If you haven't revisited your estate plan in a while, you should make it your goal to reevaluate the digital assets you have acquired. Digital assets might include songs, movies, books or other virtual content you own.

You can also note how online accounts, such as Facebook and Twitter, should be handled. Consider compiling your usernames and passwords and assigning which beneficiary should take on this responsibility.

Seek out privacy

As more elderly people have become targets for financial scams, it has become more common to make estate plans more private.

An estate plan attorney can help explain your options for achieving these estate planning goals and advise you on how to keep these updates private and secure.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying About Us

  • “Everyone we came in contact with was wonderful. The staff and Russ treated us like family at all times.”

    - June S.
  • “Being new to the area having moved from out of state, I was searching for an attorney to assist in elder estate planning for my mother. I was referred to Russ Cook & Associates and found the firm as a whole and Russ Cook himself to be very helpful and accommodating to my needs, as well as experienced and very knowledgeable on the matter I was seeking assistance. I would definitely recommend Russ Cook and Associates.”

    - Brad H.
  • “Mr. Cook and his staff were phenomenal to work with on my will. They are extremely professional and friendly and made the process seamless. They go above and beyond!”

    - Amber C.
  • “Russ took the time to answer my questions by email, so that I knew exactly what would take place when I visited his office and his time as well as mine was used efficiently. I appreciated his thoroughness and his professionalism, as well as that of his staff.”

    - JoAnn G.
  • “Overwhelmingly positive experience.”

    - Stephen W.
Email Us For A Response

Schedule An Initial Consultation Today

Contact us today to schedule a consultation by sending us an email or by calling 615-200-9117.
We assist clients throughout the Nashville area.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Brand Contact

5141 Virginia Way
Suite 220
Brentwood, TN 37027

Phone: 615-200-9117
Fax: 615-370-5938
Brentwood Law Office Map

Office Hours:
Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM

Summer Hours Office:
8:00 AM - 1:00 PM on Fridays
May 24th Through August 30th

Map Image