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...

About the Company: Heritage Law Group, PLLC is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and...

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...

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...

About the Company: Heritage Law Group, PLLC is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and...

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...

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...

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

So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing...

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...

Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don't...

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