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Avoid these 4 common estate planning mistakes
The United States is on the cusp of one of the largest wealth-transfer periods in its history as nearly $68 trillion is set to be passed...
Dec 4, 2020
Proactive Steps Are Paramount in Estate Planning
The death of a parent is an emotionally-charged time when rational decision making is impaired. For some, the tragic event unites...
Nov 27, 2020
Preventing Problems Following a Parent’s Death
Estate planning represents careful, proactive steps while you can still make important decisions about your assets and the heirs that...
Nov 25, 2020
Estate Planning During Uncertain Times
The COVID-19 pandemic has created a new normal that sees people forced to adjust to significant and, in many cases, unprecedented change....
Nov 23, 2020
Why should I consider establishing a trust?
When it comes to estate planning, there are a lot of options to protect your assets and pass them on to your heirs. Beyond creating a...
Nov 13, 2020
The criticality of an estate plan
Many Tennesseans think that estate planning is reserved for the wealthy. However, that could not be further from the truth. One does not...
Nov 13, 2020
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
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