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Remember This Memorial Day And Every Day After
Remember. Memorial Day. There is so much weight behind those two words. One week from today, at 3:00pm local time, we will take the time...
May 22, 20172 min read


Don't Wait Until It's Too Late
Individuals diagnosed with dementia need a trusted family member or friend to make a commitment to help them make important financial and...
Feb 23, 20173 min read


Heritage Law Group, PLLC - Who We Are & Why We Care
About the Company: Heritage Law Group, PLLC is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and...
Feb 17, 20171 min read


6 Reasons To Hire An Elder Law Attorney
The Top 6 Reasons to Hire an Elder Law Attorney Seniors face complex legal concerns that are often different from what they faced when...
Jan 16, 20173 min read


Year End Estate Planning Before You Look Back On 2016
With the end of 2016 fast approaching, NOW is the time to start or fine tune your estate plan before you get caught up in the chaos of...
Dec 5, 20162 min read


3 Mega-Celebrities Who Died Without A Will: Do Not Follow In Their Footsteps!
A will documents who gets what (and when) after you die. Without a will, state law doles out your belongings. In many cases, your assets...
Oct 31, 20163 min read


The Perils of Promises...Marlon Brando's Story
The Perils of Promises...Marlon Brando’s Story Legendary Oscar-winning actor Marlon Brando left the bulk of his estate (worth...
Aug 31, 20163 min read


Fred Thompson Estate: A Family Battle A Year Later
Many people likely remember Fred Thompson from his many roles in blockbuster hollywood films and television shows, like Law and Order,...
Aug 12, 20163 min read


Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...
Feb 25, 20163 min read


Financial Smarts Peak at 50, Here is How to Protect Your Older Self
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...
Feb 23, 20163 min read


Inflation rates for 2016: How will this affect you and your loved ones?
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...
Feb 11, 20165 min read


Tennessee and Other States Ending Death Tax
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia,...
Feb 4, 20163 min read


What Happened to Twitty City in Hendersonville?
At some time or another, most everyone who lives in Sumner County, Tennessee, has driven down Nashville Pike near the Sonic and come upon...
Nov 11, 20153 min read


Estate Planning Boot Camp: Lesson 4 - Whitney Houston’s Legacy
Whitney Houston’s Last Will and Testament is a prime example of the problems that arise when insufficient estate planning is in place....
Nov 9, 20152 min read


Estate Planning Boot Camp: Lesson 3 - Funding Trusts: Is There Fuel in the car?
A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will...
Oct 27, 20152 min read


Estate Planning Boot Camp: Lesson 2 - Understanding the Significance of Trusts
When used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...
Oct 15, 20157 min read


Estate Planning Boot Camp: Lesson 1
Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...
Oct 6, 20155 min read


What is hot in Estate Planning right now may surprise you!
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...
Sep 9, 20154 min read


Aligning Insurance Products within a Planning Structure
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can...
Aug 12, 20152 min read


How Will the 2015 Supreme Court Decisions Affect You and Your Family?
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those...
Aug 7, 20154 min read
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