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.
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.
What Is an Intentionally Defective Grantor Trust?
A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.
Estate Planning: Living Trusts
Considering creating a trust for your family? Christi Shell, Certified Wealth Strategist®, covers what to think about and what to consider as you create a trust.