Retirement and Estate Planning for Collierville Families
Collierville families can reach our Germantown office with a short drive west on Poplar Avenue.
We help you plan for retirement income, taxes and your family's future, explained in plain English so you can decide with confidence.
What we help with
Whether you are planning your last working years or are already retired, these are the areas Collierville families ask us about most.
Retirement income
Turning savings into a steady paycheck, Social Security timing and the order you draw from each account.
Taxes in retirement
Required minimum distributions, Roth conversions and keeping more of what you have saved.
Wills, trusts and legacy
Wills, living trusts, powers of attorney and beneficiary designations.
Wealth management, insurance and long-term care
Investment advisory services through our affiliated advisor, life insurance, and a plan for care before you need it.
Why a Certified Financial Fiduciary
Working with a fiduciary means the advice you get is meant to serve your goals first. That is the standard Renee' has chosen to hold herself to.
R. Renee' Kennedy has held the Certified Financial Fiduciary (CFF) designation since 2020, issued by the National Association of Certified Financial Fiduciaries. See what it means and how to verify it.
Free Will & Trust workshops near you
Our free workshops meet at The Great Hall & Conference Center on S. Germantown Road, an easy evening drive from Collierville.
Upcoming Mondays at 6:00 p.m.: October 26, November 9, November 16, December 7 and December 14. Free to attend, and family and friends are welcome.
To save a seat, call 901-508-2433 or visit the Upcoming Events page.
Planning in Tennessee
Planning for a Collierville household starts with a few Tennessee basics.
No state tax on wages, and no inheritance tax.
Tennessee does not tax wages, its Hall tax on interest and dividends ended in 2021, and the state inheritance tax was repealed in 2016. Federal taxes still apply, so planning still matters.
Probate happens in Shelby County.
If a will goes through probate here, it goes through the Shelby County Probate Court. Assets held in a living trust generally pass outside of probate.
Common questions from Collierville families
Do I have to drive to Germantown for every meeting?
No. Many conversations can happen by phone or video, and we meet in person when it helps, such as signing documents.
We moved to Collierville from another state. Do our wills still work?
A will signed in another state is often still valid, but it is worth having it reviewed, along with your beneficiaries and how your accounts are titled.
Is the first conversation really free?
Yes. The first conversation and our workshops are free, with no obligation.
Next step
Have a question about your own situation? Book a free retirement review or call our Germantown office at 901-508-2433.
You can also ask for a free Income & Tax Assessment Report, a clear picture of where your income and taxes stand today.
Learn more
Retirement distribution planning
Upcoming Will & Trust workshop dates
This page is general education, not advice for your situation. AAA Life Solutions is not a CPA firm or a law firm and does not provide tax or legal advice. Please consult a qualified professional about your own circumstances.
Some of the companies we utilize for various client needs include:
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
