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

More Benefits for Vets Next Year?

House appropriators backed White House plans for another big funding boost for the Department of Veterans Affairs next year in their first public budget draft ...
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Aging Parents and Blended Families Create Estate Planning Challenges

We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided ...
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Can I Be Certain My Estate Plan Is Successful?

Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that ...
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I’ve Been Appointed My Aging Parents’ Power of Attorney but What Now?

We see recurring confusion about what it means to be appointed with authority over money in a Durable Power of Attorney (DPOA) for aging parents.
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What Happens to My Home If I Go to a Nursing Home?

My house is in my name and my son’s name. What happens if I need to go into a nursing home?
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Celebrity Estate Planning Mistakes

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, ...
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Why Is It Important to have a Will?

Less than half of Americans have a will. Here's why it's critical to be among those who have taken the time to draft this important ...
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What Is the Process of Conservatorship?

A conservatorship, also known as a guardianship, is a legal mechanism set up for people who are unable to manage their affairs.
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There are Rules for Social Security when Someone Dies

When a loved one passes away, there are usually various arrangements that need to be made. One of the tasks to oversee will involve reporting ...
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Medicare Surprises Do Exist

For some Medicare beneficiaries, health-care coverage ends up costing more than it does for most of their peers — and it’s not by choice.
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