Jul 14, 20213 min readCan 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...
Feb 25, 20163 min readPotential Problems with Beneficiary DesignationsMany clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...
Feb 23, 20163 min readFinancial Smarts Peak at 50, Here is How to Protect Your Older SelfA recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...
Nov 11, 20153 min readWhat 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...