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...
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Estate Planning
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...
Is it important to discuss estate planning with the family?
When people here in Nashville and elsewhere decide to document their wishes with regard to what will happen after they pass away, they will have numerous decisions to make. They will need to balance providing for each loved one with what they and their loved ones...
What kinds of assets don’t have to go through probate?
As you start to consider what to include in your estate plan, you may have heard that some of your assets may pass to beneficiaries through operation of law. It is important to know which assets fall into this category since it could create some problems during the...
Young adults may want to consider estate planning
Like most other young adults throughout the country, many here in Tennessee have not even thought about what will happen to their assets and/or young children if they pass away. However, current events may have them wondering whether they need to engage in some estate...
