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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...
Mar 8, 2022
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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...
Mar 7, 2022
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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....
Mar 6, 2022
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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...
Mar 4, 2022
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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...
Mar 4, 2022
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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...
Mar 4, 2022
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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...
Mar 4, 2022
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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...
Feb 1, 2022
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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...
Nov 25, 2021
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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...
Nov 20, 2021
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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....
Nov 18, 2021
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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...
Nov 16, 2021
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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...
Nov 16, 2021
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How do I close my business?
You may have read nostalgic articles in the town press whenever a local business closes. They tell how the company “pulled down the...
Nov 13, 2021
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How can I avoid probate?
When you pass away, your loved ones will have a lot on their plate. They will be mourning your passing, which will be hard enough. On top...
Nov 11, 2021
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Recently remarried? It’s important to update your estate plan
Most people consult an attorney, establish a thorough estate plan, and then forget about it. As important life events occur, however,...
Nov 9, 2021
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Who is an interested party in probate?
Probate can slow the timeframe in which the estate’s assets are distributed. The process itself takes some time and can be further...
Aug 6, 2021
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Estate planning and the documents needed
People in Tennessee who are creating an estate plan may need to determine who they want their beneficiaries to be as well as what kind of...
Aug 4, 2021
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Selecting a trustee for your trust
A trust can help protect your assets and assure that your estate is appropriately distributed to your family members. After you decide to...
Aug 2, 2021
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Why do living trusts avoid probate?
A living trust is an estate planning tool that allows a person to create a trust that can provide benefits, such as avoiding parts of...
Jul 30, 2021
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