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,...
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Feb 4, 20163 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,...
Nov 11, 20153 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...
Oct 27, 20152 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 15, 20157 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 6, 20155 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...
Sep 9, 20154 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...
Jul 7, 20153 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...
May 27, 20153 min read
Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Childr
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...
Apr 27, 20152 min read
4 Tips for Avoiding a Will & Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
Apr 20, 20153 min read
What's On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...
Apr 3, 20153 min read
Passion Investing as a Spark to Your Life
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...
Mar 2, 20153 min read
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
Jul 30, 20143 min read
What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...
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