- SERVICES
Private Client
Tax and estate planning for individuals, families, and the businesses they've built. Deliberate advice, drafted to hold up over decades.
Tax and estate matters are personal, and the consequences of getting them wrong tend to surface years later. We help individuals, families, and business owners plan deliberately: structuring transactions with tax efficiency in mind, drafting the documents that carry your intentions forward, and resolving matters with tax authorities when they arise. Because our firm also litigates, we draft with an understanding of how these documents hold up when tested.
Estate Planning
Every client’s situation is unique and estate planning is one of the best ways to prepare for your family's future. Our estate planning attorneys have extensive experience in planning for individuals and families.
At Swafford Group, we draft estate documents that aim to prevent issues before they arise. Our attorneys will assist you every step of the way when preparing your will, trust, financial power of attorney, health care power of attorney, living will, or any other estate document you may need.
Tax
Tax questions rarely arrive on their own. They surface when a business changes hands, when property moves between generations, when an estate is settled, or when a return draws scrutiny.
Our attorneys advise individuals, families, and closely held businesses on planning transactions with tax consequences in mind and on resolving matters with the IRS and the Tennessee Department of Revenue when they arise. We work alongside your accountant and financial advisor rather than around them, so the plan on paper matches the one being carried out.