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

What Happens If an Unmarried Partner Dies?

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married ...
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Will Medicaid Come after My Mom’s Estate?

Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. ...
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What to Leave In, What to Leave Out with Retirement Assets

To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a ...
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Are Roth IRAs Smart for Estate Planning?

Here are some of the reasons Roth IRAs make sense for 2021 and likely beyond.
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What to do If Someone Wants to Buy Your Business

You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could ...
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What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of ...
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Do You have to Go through Probate when Someone Dies?

At some point in your life, you may find yourself an administrator, a beneficiary or a creditor of a probate estate. You may even want ...
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Can Your Pandemic Pet Be in Your Estate Plan?

Many people already had pets before COVID-19, but a recent University of Michigan National Poll on Healthy Aging found as many as 10% of those ...
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Can I Retain Some Assets and Still Be Eligible for Medicaid?

The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according ...
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Tell Me again Why Estate Planning Is So Important

We all have heard about family conflict stories. Someday, someone with the capital dies, and there is a war among family members.
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