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Health Tips For Older Adults
In honor of National Senior Health & Fitness Month, below are some great tips for staying healthy at any age. We are not medical...
May 31, 20187 min read


What is Probate? with Jake Mason
Call to schedule a FREE 30-minute in-office Probate consultation at (615) 989-7054. About the Company: Heritage Law Group, PLLC is a...
Jan 29, 20181 min read


How To Steer Clear of Probate Court
Many people have been told that it is important for people to “avoid probate.” But just because people may have heard that term, doesn’t...
Oct 20, 20174 min read


Business Succession Planning with Attorney Jake Mason
About the Company: Heritage Law Group, PLLC is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and...
Aug 15, 20171 min read


You Need A Will. Here Are Ten Reasons Why.
According to AARP, August is National Make-A-Will Month. Having a will is arguably one of the most important things you can do for...
Aug 2, 20174 min read


Brotherly Dispute Demonstrates The Need For Long-Term Care
It's not always fun and games like the two brothers on HGTV's Brother vs Brother. A recent New Jersey appeals court case demonstrates how...
Jun 22, 20172 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


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 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


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...
Jul 7, 20153 min read


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 30, 20153 min read


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...
Jun 25, 20153 min read
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