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.
It's Time to Revisit Your Annual Financial Goals. How Did You Do?
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.