Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia,...

At some time or another, most everyone who lives in Sumner County, Tennessee, has driven down Nashville Pike near the Sonic and come upon...

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...

When used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...

Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning...

Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...

Bill Gates, Warren Buffet and over 50% of the Fortune 400's The Richest People in America list have decided to give away their wealth for...

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...

When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...