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Tips for preparing children for their inheritance
Parents who plan to leave a legacy for their children often want reassurance that the gift will be distributed appropriately and well...
Nov 11, 2020
Now is the best time for estate planning
Life is unpredictable, especially when it comes to planning for tomorrow. There is no telling what the next day brings, and everyone...
Nov 6, 2020
How estate planning can keep a family together
Estate planning is a safety net that many people rely on to execute their last wishes. Some people only consider this planning to be...
Nov 6, 2020
What to know about digital assets and estate planning
Tennessee is home to a rich music history – everything from country, bluegrass, rock and gospel artists have called this state home for...
Nov 3, 2020
Pre-2021 estate planning moves for high-net-worth individuals
Regardless of anyone’s political leanings, a connection exists between politics, the U.S. economy and estate planning. Estate planning...
Oct 30, 2020
Does your estate plan protect your family business?
After building your family business, you want to take steps to protect it. One essential step to protect your business for the next...
Oct 30, 2020
Myths and Misconceptions Surrounding Estate Planning
Estate planning is an in-depth process that requires a certain level of experience and knowledge. While there are “do-it-yourself”...
Oct 10, 2020
Can conditional gifts be part of my estate plan?
Ideally, you would be able to trust that your children will be grateful for the shares of your assets that they receive when you pass...
Oct 2, 2020
What to look for when it is time to review your estate plan
So you have met with an estate planning attorney and set up a comprehensive plan that will help your estate avoid taxes, protect your...
Sep 30, 2020
Doing good with your estate plan
A huge part of creating an estate plan is leaving a legacy that reflects who you are. You have a unique opportunity to leave a positive...
Sep 25, 2020
When do bypass trusts make sense?
As you and your spouse create your estate plan, you will want to consider what type of trust best suits your circumstances. Depending on...
Sep 23, 2020
The Importance of Family Business Succession Plans
Estate planning is a complex process that becomes more complicated when it involves a family business. Ownership of a successful...
Sep 21, 2020
How gun trusts can protect your family heirlooms
Firearms are near and dear to the hearts of many Americans. They often use them as collectibles, going to gun shows to look at antiques...
Jul 24, 2020
What are community property trusts?
Tennessee is among 41 states that follow a common law property system. This system treats any assets acquired by one spouse during...
Jul 21, 2020
Naming a guardian of the estate for minor children
You have worked hard to raise your children well. As a good parent, you have contemplated the possibility of your future incapacity or...
Jul 20, 2020
What blended families need to know about estate planning
It isn’t unusual for people to put off estate planning. In fact, in 2020, only 32% of Americans report having completed a will or other...
Jul 17, 2020
Estate planning considerations when moving to a new house
Moving to a new house can be stressful. You must pack up all your possessions, organize the boxes, sign paperwork and transport your...
Jul 6, 2020
The basics of choosing your conservator
As you work through estate planning, you have likely heard of conservatorship. Choosing who will be your conservator is an important step...
May 5, 2020
Proactive thinking about estate planning events, scenarios
Jamie Hopkins is a singly packaged finance professor, retirement expert and writer on estate planning. We spotlight some of the key...
Dec 15, 2019
Benefits for incorporating trusts into an estate plan
Most people understand the benefits of a general estate plan. It protects loved ones from duking it over assets in court, and it also...
Nov 26, 2019
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