Blog Articles

Nashville Tennessee Estate and Business Planning

Does an Estate Plan Need to Change because of the New Administration?

Now that there is a Democratic majority in the Senate and the House of Representatives, estate and gift tax law changes are expected to occur in 2021 or 2022.

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What are My Taxes on a House I Inherited?

When a house is sold, the seller is responsible for paying tax on the profit in the year of the sale.

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Control of Assets a Key Issue in Deciding on a Trust

Avoiding probate usually is the main appeal for living trusts. Trusts also can provide a gentler transition, if the grantor becomes incapacitated.

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Every Adults Needs a Will and a Health Care Power of Attorney

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

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The Difference between Power of Attorney and Guardianship for Elderly Parents

The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.

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Did Larry King have an Estate Planning?

Retirement can be a bigger drag on the assets than all the professional and romantic mistakes put together.

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Can Unmarried Couples have an Estate Plan?

The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

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Should You Gift Stocks as Part of Your Estate Plan?

Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.

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How to Plan for Spouse’s Medicaid

When a spouse enters a nursing home, the cost of care can be financially devastating. Many families are simply unable to afford long-term care without applying for Medicaid.

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Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.

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