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

Estate, Business and Retirement Planning for the Farm Family

Planning is one of the most important aspects of managing any business. This is especially true for farms and agribusinesses, due to their complexity and ...
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Estate Planning Meets Tax Planning

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the ...
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How Do You Plan for the Death of a Spouse?

Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
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Should I Worry about Medicaid Estate Recovery?

Medicare is designed to help pay for healthcare costs for seniors once they turn 65. While it covers a number of healthcare expenses, it doesn’t ...
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Did Phil Spector Have an Estate Plan?

Phil Spector passed away Saturday at age 81, after being diagnosed with COVID-19, reports said. The legendary music producer and convicted murderer's net worth was ...
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Should I Use a Living Trust in Estate Planning?

I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you ...
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How Does the Generation-Skipping Transfer Tax Work in Estate Planning?

Estate planning can help you pass on assets to your heirs, while potentially minimizing taxes. When gifting assets, it’s important to consider when and how ...
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How to Manage a Will and Trust

By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells ...
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How Do I Cancel a Loved One’s Credit Cards and Manage Their Points, After They Die?

How exactly do you deal with credit cards and rewards points when someone dies?
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Did the Pandemic Put a Premium on Estate Planning?

More Americans turned their attention to life insurance, wills and trusts last year, as the coronavirus pandemic made the reality of death unavoidable.
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