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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
Passing along song copyrights with an estate plan
If you write and perform music, you have unique financial assets. If you are a full-time songwriter, you receive money from your songs’...
Sep 13, 2019
Enhancing estate planning outcomes: wills and trusts together
It’s an often-posed query in the estate planning realm: wills or trusts? Many individuals and families in Tennessee and elsewhere spend...
Sep 5, 2019
Flexibility and utility on display with estate planning trusts
A financial adviser recently writing an article for Forbes leads off with – and then quickly discards – the premise that trusts are...
Aug 22, 2019
Do you know who will make important decisions if you cannot?
You probably already know that an estate plan can help you plan what you want to happen after your death. However, many people do not...
Aug 2, 2019
Preserving digital assets in your estate plan
You may have made a comfortable living from your popular food blog. You may also own a substantial amount in cryptocurrency holdings....
Jun 7, 2019
Is Aretha Franklin’s will enforceable?
A will is a foundational and do-this-first document in virtually every individual’s estate plan. We underscore that key point at the...
May 30, 2019
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