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Serving Clients in Nashville, Greenville, Charleston, and the Surrounding Areas

Michael Jackson Estate’s Big Win against IRS in Tax Court

A ruling that Michael Jackson’s image and likeness at the time of his death were worth about $157 million less than the IRS estimated warns ...
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Tackling Estate Plan Quarter by Quarter

Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
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What Is Family Business Succession Planning?

If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there ...
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Seven Items Medicare Doesn’t Cover

Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
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Should I Create a Trust?

Establishing a trust is a great first step in estate planning.
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What Does Tax Proposal Mean for Estate Planning?

Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent ...
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Should You Get Medical Power of Attorney?

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a ...
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What Is a POD Account?

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
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Can Estate Taxes Be Avoided with a Trust?

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for ...
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Who Inherits from Prince Phillip?

Who will inherit what from the Duke?
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