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First Covenant Trust and Advisors
  • About Us
    • Our Approach
    • Our Fees
    • Our Team
      • Candace Smith
      • Clay G. Hixson
      • David A. Greene, JD/CPA
      • Dee Ann Lechner, ATOP
      • James Motte, CPA, CFP®
      • Jeff Blackburn, CPA, PFS
      • Linda J. Lowe, ChSNC
      • Linda Voller, CTFA
      • Melissa Steagall-Jones, CPA, CICA
      • Mike Eddy, CPA
      • Paul Hoilman, CFP®
      • Ray “Skip” Adams, CLU, ChFC
      • Sal Di Benedetto
      • Tommy Greer, CPA
      • Virginia P. Groover, CPA
    • SD/TN Advantage
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  • How We Help
    • Surviving Spouse
    • Second Marriage
    • Irrevocable Life Insurance Trust
    • Professional Athlete
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How We Help

The case studies linked below illustrate different ways First Covenant Trust helps guide people through trust and estate related situations. The examples are based on actual scenarios, but names and some facts have been altered in order to preserve client privacy.

Surviving Spouse

Second Marriage

Life Insurance Protection

Professional Athlete

330 S. Poplar Ave, Ste 103G
Pierre, SD 57501
office: (605) 223-0620
fax: (605) 224-4307

801C Sunset Drive
Johnson City, TN 37604
office: (423) 232-0456
fax: (423) 232-0457

1361 S. Wilcox Dr.
Kingsport, TN 37660
office: (423) 232-0456
fax: (423) 232-0457

419 Second Street NW, Ste 100
Hickory, NC 28601
office: (828) 641-9464
fax: (704) 464-3797

info@covenanttrustllc.com  |  Toll Free: 1 (866) 659-3404

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