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Serving Clients in Nashville, Greenville, Charleston, and the Surrounding Areas
What are Responsibilities of Trustees and Executors?
A trustee is a fiduciary which, essentially, is a person that owes a legal, ethical and, perhaps, moral obligation to act in the interest of ...
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Does Your Estate Have to Go Through Probate?
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
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The Unexpected Can Happen At Any Moment!
It’s not a comfortable subject to discuss, which is understandable, but it must be done. Thinking about the day, we may lose a loved one ...
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Will I See a Bump in Social Security Checks Next Year?
Social Security checks may see a huge raise next year. Will it be enough?
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What are the Advantages of a Testamentary Trust?
This legal document can also be beneficial in other situations, such as if you want to leave an inheritance to someone but aren’t sure they ...
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Disney Grandson Loses Appeal of Probate Court’s Decision
An appellate judge dubs probate court ‘the Unhappiest Place on Earth,’ as Disney heir Bradford Lund has lost an appeal stemming from his fight to ...
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What are the Basics of a Successful Estate Plan?
An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary ...
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Do Singles Need Estate Planning?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, ...
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Selling an Inherited House: The Stress-Free Guide
Selling an Inherited House: The Stress-Free Guide Inheriting a house from a loved one can be a wonderful gift and a challenging situation to navigate ...
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What Is a Testamentary Trust?
If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do ...
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