When Is The Best Time To Update My Estate Plan?
Life is unpredictable and circumstances are constantly changing, whether planned or not. It can be difficult to know exactly when you...
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Jul 14, 20213 min read
Can Probate Be Avoided?
Many people are not aware that it is possible to avoid the probate process with proper estate planning. Probate is the legal process of...
Jun 23, 20214 min read
Helpful Tips On Discussing Long-Term Care Planning With Your Parents
Long-term care planning isn’t the easiest topic of conversation and few of us want to consider the consequences of aging. Having this...
Jun 15, 20213 min read
Why Should I Start Medicaid Planning Early?
Older adults who have been saving their whole lives may discover that the cost of staying in a nursing home or other facility will just...
Jun 1, 20214 min read
What Is The Role Of An Elder Law Attorney?
If you or a loved one is aging, you likely have many questions regarding Medicare, Medicaid, long-term care, end-of-life decisions and a...
May 17, 20215 min read
Estate Planning For Business Owners
Do you have concerns about the future of your business? Estate planning for you and your business isn’t something you should ignore. If...
Jul 9, 20204 min read
What To Do If Your Loved One Is In A Locked Facility During A Pandemic
The Coronavirus (COVID-19) has changed the way we live. From how we work to how we communicate, we are all trying to navigate change and...
Jun 22, 20205 min read
Taking A Look Beyond The COVID-19 Crisis With Estate Planning
From our hearts and homes, we hope you and your families are well and managing as best as possible during these unprecedented times....
Feb 25, 20163 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 23, 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 11, 20165 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 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,...
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...
Aug 12, 20152 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...
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...
Jun 30, 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 25, 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...
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