Blog

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

Aretha Franklin’s Estate and IRS Resolve Tax Debt

When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.
Read More →

Estate Planning and a Second Marriage

Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read More →

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those ...
Read More →

Britney Spears’ Conservatorship Battle Continues

The legal controversy surrounding Britney Spears is no secret. Her father has controlled her career and finances since 2008, a position she's been fighting against ...
Read More →
Business-Planning

What Is a SLAT in Estate Planning?

If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been ...
Read More →

What’s a Living Will?

A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is ...
Read More →

Estate Planning for a Blended Family

If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read More →

Protect Your Estate from Nursing Home Costs

No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of ...
Read More →

What Is Status of Larry King’s Handwritten Will?

Larry King's handwritten will was recently obtained by outlets. It reportedly left out his estranged wife.
Read More →

Can You Increase Your Social Security Benefits?

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, ...
Read More →

Read Our Client Success Stories