Are all older adults at risk of conservatorship as they age?
Some people are not in a position to make the best decisions for themselves. Children typically don’t understand the difference between...
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- Mar 17, 2022
What are the 3 key areas of estate planning?
Estate planning can seem a daunting prospect. As with any complex thing, breaking it down will help it seem less so. There are three...
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- Mar 9, 2022
Who will care for your underage child if you pass away?
Your estate plan is an important way to provide for your loved ones and give yourself peace of mind. When your child is under the age of...
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- Mar 9, 2022
3 reasons you might need to update your estate plan
It can take a lot of motivation to make your first estate plan. Yet, once you have managed that, it is far from over. An estate plan is...
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- Mar 9, 2022
How can I benefit from a community property trust?
Residents of community property states have tax benefits that we, residents of Tennessee, lack. One of these benefits is that when one...
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- Mar 8, 2022
Do family members make the best executors?
Planning what happens to your estate in the event of your death can be a daunting prospect. Often, individuals choose to delay the matter...
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- Mar 8, 2022
Will taxes impact your estate?
When creating an estate plan, you may have a variety of concerns to address. You may want to provide for your family, protect your...
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- Mar 8, 2022
An advance directive should be part of your estate plan
Your estate plan is there to protect you and your beneficiaries. An advance directive is a document that gives your loved ones and health...
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- Mar 7, 2022
3 reasons why estate planning is so important
Talking about what will occur in the event of your death is often perceived as a morbid subject. For this reason, many people opt to put...
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- Mar 7, 2022
What debts should you repay during estate administration?
You take on several important responsibilities when you agreed to be someone’s personal representative or the executor of their estate....
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- Mar 4, 2022
How will estate planning change?
You may have seen headlines over the past few months about the new administration’s plans to shake up taxes and redistribute wealth. You...
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- Mar 4, 2022
What powers of attorney and living wills do for you
While you may be capable of making decisions about your health care, your minor children and your finances, a time may come when you are...
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- Mar 4, 2022
Does your investment firm need a key man clause?
You have worked hard to open up your own investment firm, and you know you have the right partners and business plan in place. Do you...
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- Mar 4, 2022
How can strategic gifts help with your estate plan?
If you have significant personal property, there could be a risk of estate taxes decreasing what you leave for the people you love. If...
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- Feb 1, 2022
How can a beneficiary-controlled trust protect my legacy?
It is a huge relief to draft an estate plan that avoids probate and distributes your assets to loved ones and other beneficiaries. But...
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- Nov 25, 2021
3 key factors to look out for in a new business partner
When considering your next business venture, there are numerous aspects to consider. Choosing the right business partner is among the...
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- Nov 20, 2021
Why do you need to name a guardian for your children?
When you think about estate planning, you might envisage dying in your sleep at 92 years old. You picture your children and grandchildren...
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- Nov 18, 2021
Can you cut someone out of your will?
When you make an estate plan, you are under no obligation to leave anyone anything. You are free to disinherit your children if you wish....
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- Nov 16, 2021
What is a community property trust, and how can it help my estate plan?
Estate planning is a relatively simple subject with many details that make it complex and challenging to understand. You may already be...
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- Nov 16, 2021
3 strategies to protect family assets from taxes, creditors and litigation
One of the many components of comprehensive estate planning is wealth preservation. You not only want your assets distributed according...
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