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

Why Is a Trust Smart Estate Planning for Farmers?

Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.
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Was the Rock Star’s Estate Undervalued?

Prince’s 2016 death created one of the largest and most complicated probate court proceedings in Minnesota history.
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Do We Need Estate Planning?

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
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Why Does a Person Need a Living Will?

Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
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Prince’s Estate Troubles Back in the Headlines

The IRS determined that Prince's estate is worth $163.2 million, well above the $82.3 million valuation submitted by Comerica Bank & Trust, the estate's administrator.
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How Can I Easily Pass My Home to My Only Child?

I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years ...
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What Kind of Estate Planning Mistakes Do People Make?

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both ...
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Estate of Charles Schulz Still Making Money

Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic ...
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Should You Update Your Will When You Move?

State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.
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What Estate Planning Documents Should I Have when I Retire?

Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
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