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Serving Clients in Nashville, Greenville, Charleston, and the Surrounding Areas
How Do Taxes Work If I Live in One state and My Spouse Another?
What happens to taxes if I move to Florida and my wife stays in N.J.?
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What Not to Do when Creating an Estate Plan
Sometimes people attempt to make an estate plan online without consulting legal and financial professionals to avoid the higher cost. However, everyone’s situation is unique, ...
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Court Upholds Kelly Clarkson’s Prenup
Kelly Clarkson had reason to celebrate on Wednesday after learning that a judge has upheld the prenuptial agreement in her bitter divorce battle with ex-husband ...
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How Does a Breakthrough COVID Infection Feel?
Generally speaking, vaccinated people who contract COVID-19 and develop symptoms are prone to the same ones that an unvaccinated person might experience. These include fever, ...
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What Happened to Charlie Daniels’ Estate?
Charlie Daniels played his last show before the pandemic on March 13, 2020, at the Mark C. Smith Concert Hall in Huntsville, Ala. Hunkered down ...
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How Important Is a Power of Attorney?
With a Power of Attorney, you designate which individuals are in control of your assets and who can take care of your affairs, if you ...
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Estate Planning for Couples with Big Age Differences
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their ...
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Who Inherited from the Painter Bob Ross?
Bob Ross definitely didn't make a happy little accident when handling his estate and his likeness after he died in 1995. He made a big ...
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Why Do I Need a Will, Like Yesterday?
Talking about and thinking about death can be very uncomfortable. But avoiding the issue altogether and leaving yourself-or more importantly, your family members-unprepared for such ...
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When Should You Use a Charitable Remainder Trust in Estate Planning?
Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much ...
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