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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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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
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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
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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
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Is a spendthrift trust right for your beneficiaries?
Your estate is an important legacy you can leave behind for your children. Because of the inheritance they will receive when you’re gone,...
May 11, 2020
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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
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New executive order lifts digital commerce and legal restrictions
Coronavirus is changing the way Tennesseans do business. Even as the state slowly reopens, officials are still figuring out how to do so...
May 5, 2020
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COVID 19 ALERT
We are still here for you! Given the current circumstances surrounding COVID-19, we feel it is appropriate to not only protect our firm...
Mar 23, 2020
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Can a trust protect your privacy?
You need an easy way to plan for the future of your assets. Everyone in your life has a different opinion on what you should do with your...
Mar 11, 2020
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Two key differences between an irrevocable and revocable trust
You can use a number of estate planning tools to achieve all sorts of goals. Some help to shield assets from creditors while others can...
Feb 2, 2020
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