How Often Should I Update My Estate Strategy?
Tennessee estate planning adviser shares a guideline for how often investors should review their estate strategy and also include some important life changes that should prompt an immediate review.
How to Talk to Aging Parents About Their Finances
Tennessee financial advisor offers tips on how adult children can approach the conversation of finances with their aging parents.
Do You Have to File Taxes For A Loved One Who Has Passed Away?
This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.
What Is an Intentionally Defective Grantor Trust?
A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.