Making decisions for yourself is important, but what if a day comes when you can no longer do so? While it might be hard to imagine, this is a possibility you need to plan for. In Tennessee, one of the best ways to do this is to choose a health care proxy. A health...
Estate Planning
Estate Planning
Estate planning for modern families
The idea of the traditional household consisting of two married parents living with children is not necessarily reality for most people in Tennessee. In fact, the U.S. Census Bureau reports that only 19% of American households actually resemble this type of family...
Remembering the “who” and not just the “what” of your estate plan
When creating an estate plan, many Tennessee residents believe that their assets are the most important part. After all, the main topic that most people are concerned with in regard to settling an estate is who gets the remaining assets. However, in addition to the...
Protecting a loved one’s benefits with a special needs trust
Most parents and grandparents in Tennessee want to leave something behind to help out their loved ones, but there can be complicating factors. For example, leaving a sizable asset to a loved one with special needs could interfere with his or her ability to receive...
Reviewing your estate plan after moving to Ohio
Moving to Ohio can be a fun and exciting experience, but there are also a lot of details to get right. From finding the right job to getting the kids in a good school, new residents might be surprised by just how quickly their attention gets eaten up. While this is...
Addressing retirement accounts during estate planning
Saving for retirement is an important part of planning for the future, and many people in Tennessee use IRAs to do so. However, it is not uncommon for someone to pass away before using all -- or any -- of the funds. This can be addressed during estate planning, when a...
Creating trusts for young heirs
Most people in Tennessee want to make sure they leave something behind for loved ones after they are gone. Unfortunately, this is often easier said than done. There are many opportunities for seemingly innocent mistakes throughout the entire estate planning process....
Is it too early to start estate planning?
Thinking about the end of one’s life can be uncomfortable, so many people prefer to simply put off planning for it. Some Tennessee residents might not even feel that it is necessary to think about estate planning when they feel healthy. While this might feel better in...
Do you know your rights as a beneficiary?
Losing a loved one is often a difficult scenario to handle. While grief can certainly play a significant part during this time of your life, you also know that certain matters pertaining to the estate need addressing. As a beneficiary of the estate, you likely hope...
Tips to prepare for the estate planning process
In today’s world, many people who live here in Nashville and beyond are seriously considering arranging for the care of their families should they pass away. A primary portion of that process is estate planning, which often causes some confusion and stress. One way to...