What is a Fiduciary

The Importance of Fiduciaries in Estate Planning What is a “fiduciary,” and why is it important to know what a fiduciary does?  If you are planning your estate, you really need to have a good handle on what the term means.  Your fiduciary may be your attorney, your executor, your trustee, a guardian, or your [...]

What is a Fiduciary2019-11-10T16:23:34+00:00

2016 Year-End Trusts and Estates Update

There are recent developments affecting trust and estate planning that may be of interest. Delay in regulations restricting valuation discounts. The IRS has proposed to prohibit the use of certain discounts when valuing interests in family-controlled properties and interests.  Recently, the IRS delayed the final regulations.  This estate-planning tool remains available for the time being. [...]

2016 Year-End Trusts and Estates Update2016-12-31T22:44:56+00:00

Just Married? 3 Ways to Structure Your Will to Protect Your Loved Ones

Congratulations on your new marriage! The wedding day you thought would never arrive has come and gone and that honeymoon tan is wearing off; it’s time to get down to business (and no, I’m not talking about getting out those “thank you” cards).  Now is the perfect time to put a few estate planning items [...]

Just Married? 3 Ways to Structure Your Will to Protect Your Loved Ones2016-12-14T16:44:46+00:00

10 Tips for Family Caregivers

By Presidential Proclamation, November is National Caregivers Month, a time when “we reaffirm our support for those who give of themselves to be there for their family, friends, and neighbors in challenging times,” a time to “lift up those who work to tirelessly advance the health and wellness of those they love.” During this time, [...]

10 Tips for Family Caregivers2016-11-21T19:21:14+00:00

A Brief History of the Last Will and Testament

Throughout history there have been pivotal individuals responsible for great change and advancement in our society.  The development of our current law is no exception.  We owe much of our ability to choose how we want our property distributed when we pass to a man named Solon.  Here I want to briefly trace the history of the [...]

A Brief History of the Last Will and Testament2019-01-08T04:58:17+00:00

Now is the Time to Plan Your Estate

The word “procrastinate” derives from words meaning “to put off until tomorrow.”  We all have so many things we must, or would like to do, today, we have to postpone some other things until a later time.  We recommend that our clients view estate planning with a sense of “now” instead of “tomorrow,” and we [...]

Now is the Time to Plan Your Estate2019-01-08T05:04:05+00:00

Tennessee Inheritance Tax Disappears in 2016

Tennessee Inheritance Tax Disappears in 2016 A significant estate planning change takes effect on January 1, 2016. For the first time in 86 years Tennessee will not have an inheritance tax. The Tennessee legislature in 2012 enacted a phase-out of the inheritance tax Tennessee has imposed on citizens since 1929. This will allow for simpler [...]

Tennessee Inheritance Tax Disappears in 20162019-01-08T05:07:29+00:00

Trusts in Tennessee

The Greatness of Trusts It's amazing that the law actually allows you to leave your property to whomever you want, yet few people know to take advantage of Trusts. What is a Trust? A Trust is a legal document that allows a property owner to transfer title to the property to a Trustee who will manage [...]

Trusts in Tennessee2019-01-08T05:11:35+00:00

The Essentials of Estate Planning

Estate Planning Who needs an estate plan? That’s easy to answer: all adults need an estate plan.  An overlooked wonder of our laws is that they allow any person to leave his or her hard-earned assets to pretty much whomever and however one wishes to do.  The puzzle is that more people [...]

The Essentials of Estate Planning2018-11-28T04:53:39+00:00
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