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...
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- Dec 5, 2016
- 2 min
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...
- Oct 31, 2016
- 3 min
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...
- Aug 31, 2016
- 3 min
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 12, 2016
- 3 min
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,...
- Feb 25, 2016
- 3 min
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...
- Feb 23, 2016
- 3 min
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 11, 2016
- 5 min
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 4, 2016
- 3 min
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,...
- Nov 11, 2015
- 3 min
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 9, 2015
- 2 min
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....
- Oct 27, 2015
- 2 min
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 15, 2015
- 7 min
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 6, 2015
- 5 min
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...
- Sep 9, 2015
- 4 min
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...
- Aug 12, 2015
- 2 min
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 7, 2015
- 4 min
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...
- Jul 7, 2015
- 3 min
Dispelling the Top 3 Estate Planning Myths
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning...
- Jun 30, 2015
- 3 min
Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and Negotiating
So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing...
- Jun 25, 2015
- 3 min
Are You Wasting Money? Part Two: Food, Clothing and Entertainment
In Part One of this series on wasting money, we looked at housing, interest and transportation--areas in which you or your loved ones may...
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