Month: October 2024

Many single individuals mistakenly believe that estate planning is only necessary for those with spouses or children. However, it is equally important for singles, particularly in Tennessee, where state-specific laws can impact how assets are distributed, and medical...

If you have a family business, you likely need a business succession plan. If you own a substantial amount of real estate, you may be deciding if you want to pass that to your beneficiaries or sell it and leave them the money. If you have significant financial assets,...

You likely put a lot of thought into choosing the person that you have designated to be your child’s legal guardian should something happen to you and your spouse or partner before your child reaches adulthood. Maybe you named one of your child’s grandparents, aunts...

Estate planning can be a sensitive process. Every decision you make will impact your legacy and loved ones. That's why it's recommended to work with different professionals to avoid costly mistakes.  So, should a financial advisor be among the professionals you hire?...