Resources
From the Founder: What 2023 Taught Me
“There are two ways to live: as if nothing is a miracle, or as if everything is a miracle.” Albert…
02/15/2023
A Big Break On Estate Tax In Tennessee
Every new year brings new taxes. Fortunately, for people in Tennessee, estate tax is likely one they won’t have to...
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New Year, No Taxes! (Well, Tennessee Estate Taxes, That Is)
It may seem rare that your taxes decrease, but as of January 1, 2016, the State of Tennessee will no longer...
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Preparing for Your Estate Planning Intake Meeting
Almost every client begins their journey to creating estate documents with an intake meeting. Inevitably, the first questions asked when...
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What is Probate and What are Probate Assets?
Over the course of conversations with many of our estate planning clients, one common theme occurred to us: We spend...
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The Tennessee Intestacy Myth
There is a myth in Tennessee about intestacy that I hear often: if you die intestate, your property will naturally...
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Selling Mom’s House
When your parents pass away, life is difficult enough. The last thing you want is to be stuck paying the...
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Probate For Real Estate Only
Think about a married couple. When the first spouse dies, often the vast majority of assets are titled in both...
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Who Will Have Access to My Social Media After I Die?
I doubt that any client has ever asked me about who will handle their non-financial online accounts after they pass...
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5 Times When You Should Review Your Will
Revising your will or other estate documents might not be at the top of your to-do list, but maybe it...
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