Lookout Mountain sits across the Tennessee-Georgia line, and the state you live in changes your plan. Tennessee residents pay no state income tax. Georgia residents pay Georgia income tax but can use the state's retirement income exclusion, which begins at age 62 and increases at 65, and Georgia does not tax Social Security.
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Lookout Mountain clients often have long-held investments, family homes passed between generations and charitable commitments in the community. That makes cost basis, gifting, charitable strategies and estate coordination central to the plan.
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Legacy and charitable giving: Donor-advised funds, qualified charitable distributions and gifts of appreciated stock can support local causes while reducing taxes.Family homes: Titling, trust funding and how a mountain property passes to heirs are reviewed with your estate attorney.
The office is a short drive down the mountain via Ochs Highway or Scenic Highway into the Southside.
The first conversation is complimentary, takes 30 to 60 minutes and carries no obligation. Meet at 101 W. 21st Street in Chattanooga or by secure video. Call (423) 664-0344 or [book online].
