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

What Is a Holistic Estate Plan?

No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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What Is the Purpose of an Estate Plan?

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
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Do I Have to Pay Deceased Loved One’s Taxes?

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes ...
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Will My Power of Attorney Be Good Enough?

Not every power of attorney will be sufficient to manage your affairs, if you become incapacitated.
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I am Concerned That My Son-in-Law will get My Estate

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your ...
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How to Avoid Probate

How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
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A Trust can Protect Inheritance from Relatives

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your ...
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Business-Planning

Does Executor have to Be a Family Member?

What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
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Does Brushing and Flossing Keep Dementia Away?

In case oral hygiene wasn’t important enough already, brushing one’s teeth could help maintain one’s mental — along with their dental — health.
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What Emergency Documents Do I Need in Pandemic?

What Emergency Documents Should I Have?
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