Heritage Law Group Hosts A Successful 2nd Annual Elder Law Event
In celebration of National Elder Law Awareness Month and National Stroke Awareness Month, Heritage Law Group hosted the 2nd Annual Elder...
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Gallatin Office (615) 989-7054 | Brentwood Office (615) 619-2791
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- May 31, 2018
- 7 min
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...
- Jan 29, 2018
- 1 min
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...
- Oct 20, 2017
- 4 min
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 2, 2017
- 1 min
Powers of Attorney vs. Conservatorship 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, 2017
- 1 min
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 2, 2017
- 4 min
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...
- Jun 22, 2017
- 2 min
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...
- Feb 17, 2017
- 1 min
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 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...
- 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...
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