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Have you discovered the AGING STARTS NOW podcast? It's a great way to learn how to plan for the realities of growing older.
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Tennessee's Premier Elder Law & Estate Planning Firm
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Sep 21, 2021
GUEST COLUMN: Talking to Older Relatives about Finances
Discussing finances with elderly loved ones is rarely easy. However, these conversations are essential.
Aug 18, 2021
Will Your Prenup Fail You as You Age?
If you marry later in life and you think your prenuptial agreement will keep your assets separate, be careful.
Aug 10, 2021
How to Have “The Talk” about Money
Having to talk with your parents about their finances is as awkward as "the birds and the bees" talk they gave you when you were twelve...
Apr 5, 2021
Marriage After 50: An Estate Planning Mine Field
If you choose to marry later in life, things can get tricky, especially when it comes to estate planning. This article explains the risks.
Mar 26, 2021
GUEST COLUMN: How to Have “The Talk” with Your Aging Parents
No matter how old you are, talking to your parents about their long-term care needs and finances is just plain uncomfortable for everyone.
Mar 16, 2021
Common Mistakes and Cautionary Tales
There are countless ways people can mess up an estate plan.
Feb 3, 2021
Suing a Doctor for Wrongful Life?
Not long ago, the New York Times ran an article called, Filing Suit for ‘Wrongful Life’ that talked about...
Jan 4, 2021
Could an ABLE Account Help Your Loved One?
The ABLE Act enables people with disabilities to have savings accounts while receiving benefits.
Nov 3, 2020
Creating a Healthcare Power of Attorney Doctors Will Actually Read
If you go to the trouble to create a Healthcare Power of Attorney, is there a chance that the document will be ignored by doctors?
Jun 1, 2020
Your COVID-19 Estate Planning Checklist
We are living in unprecedented times. A unique and dangerous virus is proliferating the United States.
Mar 13, 2020
Getting to Know the SECURE Act
The SECURE Act is the most far reaching and impactful legislation affecting retirement accounts in decades.
Mar 13, 2020
When Disaster Strikes: Keeping Your Records Safe
Some natural disasters are more common in the summer. But major events like hurricanes, tornadoes, fires and floods can strike any time.
Nov 15, 2019
Does Your Estate Plan Need a Corporate Trustee?
If you decide a trust is needed either during your lifetime or in your will, you will have to choose a trustee to administer it.
Nov 15, 2019
Money Doesn’t Solve Everything
Even the richest among us have fears. They often share many of the same worries the rest of us have.
Nov 15, 2019
New Burial Options for the Eco-Conscious
For most of human history, natural burial methods were considered the norm.
Oct 13, 2019
Why Put Off Creating an Estate Plan
More than 50% of the U.S. adult population has not created an estate plan. They are putting a lot at risk.
Oct 8, 2019
The Risk of Not Knowing
Ladies, be careful. Financial turmoil often awaits women who turn a blind eye to family finances.
Oct 8, 2019
The Power of Charitable Remainder Trusts
With that in mind, here’s a closer look at one philanthropic tool that many charitably minded people and families use.
Sep 23, 2019
TennCare Changes: What You Need to Know
Funding Pooled Trust no longer an option; spousal IRAs must be annuitized
Aug 29, 2019
Wills and Trusts
Get your ducks in a row by focusing on two main areas of estate planning: wills and trusts. Here’s how to do it.
May 2, 2019
The Value of Multigenerational Family Meetings
This strategy can help avoid family conflicts about money and things.
Apr 17, 2019
Smart Ways to Build a Moat Around Your Wealth
take steps to protect the assets you’ve worked so hard to build. Otherwise, you may jeopardize your family's financial security.
Mar 5, 2019
Umbrella Policies: Essential for Estate Planning
one component of an asset protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy.
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