Blog Articles

Serving Clients in Nashville, Greenville, Charleston, and the Surrounding Areas

What to do If Someone Wants to Buy Your Business

You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.

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What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

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Do You have to Go through Probate when Someone Dies?

At some point in your life, you may find yourself an administrator, a beneficiary or a creditor of a probate estate. You may even want this information for planning your own estate.

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Can Your Pandemic Pet Be in Your Estate Plan?

Many people already had pets before COVID-19, but a recent University of Michigan National Poll on Healthy Aging found as many as 10% of those individuals between ages 50 to 80 acquired a new pet between March 2020 and January 2021.

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Can I Retain Some Assets and Still Be Eligible for Medicaid?

The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.

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Tell Me again Why Estate Planning Is So Important

We all have heard about family conflict stories. Someday, someone with the capital dies, and there is a war among family members.

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Is a Handwritten Will a Smart Idea?

A holographic will is a will handwritten by the testator (the maker of a will). Holographic wills are recognized in about half of the states in the United States.

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Short-Cuts to Estate Planning can Lead to Costly Consequences

Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.

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Do I Need an Estate Plan If I’m Not Married?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

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What Do I Need before Social Security?

It’s never too early to start planning for retirement. Even if you don’t plan to have a traditional retirement, it’s a good idea to consider how you’ll manage income as you age.

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