Legal Services

OF PROFESSIONALS

Whether you’re making plans for your estate, considering handing over control of your small business, or need help finalizing or updating legal documents for any number of reasons, the experienced legal team at Miser Wealth Partners has years of experience helping affluent clients with a laundry list of legal affairs to protect their wealth, enjoy worry-free retirement, and eventually transfer assets to future generations.

Our legal services include:

Miser Wealth Partners thinks about the aspect of our clients living longer and planning for the outcomes that may arise later in life, including any survivorship needs that may be required long before those days arrive. Our experienced legal counsel will discuss your individual goals and guide you every step of the way in how to adequately protect and transfer your wealth.

Legal Services

Estate Probate Services

When you come to the end of this life, one thing you don’t want to worry about is your assets being tied up in red

Legal Services

Business Succession Planning

In order to ensure a business runs smoothly without any hiccups, one very important strategy to consider is business succession planning. Having the right leadership

Legal Services

Trust & Estate Administration

Trust and estate administration can be quite complex and time sensitive, not to mention the processes differ from state to state. We’ve found that people

Legal Services

Wills & Legal Document Review

If you’ve taken the time to go through the steps and complete your estate plan with a will, trust, or other legal documents, then you’re

Connect With Us Your Way: Establish One on One Time With Our Staff

Scheduling an appointment with Derek Miser and Sam Tutko is easy. Simply click on their respective photo below and you can quickly schedule a discovery call. OR, simply call (865) 281-1616 to schedule a meeting with Derek, Sam, Charlie Kite or Jeanne Miser.