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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
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
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
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
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
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
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
Business succession planning: Gift or sell?
Family businesses are an important part of the country’s economy. They make up over 50% of the country’s gross domestic product and are...
Jan 22, 2020
4 steps to keep your kids from wasting their inheritance
As a parent, you put in a lot of hard work to earn, save and invest your money to create a withstanding inheritance for you children. But...
Jan 21, 2020
How to choose an executor for your will
The executor of your will is the person you select to manage your final affairs after you pass away. This role is an honor, but it is...
Jan 21, 2020
Frequently asked questions about a power of attorney
A power of attorney gives another person — an agent — the authority to act on your behalf in legal and financial matters. Choosing your...
Jan 15, 2020
Is Tennessee an attractive locale for doing business?
After sifting through the relevant data points for analyzing a state’s placement on a national list underscoring business friendliness,...
Jan 10, 2020
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