Blog Articles

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

No Kids? What Happens to My Estate?

So, what happens to your estate if you don’t have a will nor any children?

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What Should I Do with an Inherited IRA?

You’ve inherited an individual retirement account, or IRA. Now what?

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Should I Sign a Prenup before I Get Married again at 60?

Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.

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What Kind of Trust Is Right for You?

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.

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Common Estate Planning Mistakes and How to Avoid Them

Even those with the best of intentions can fall into the trap of estate planning misinformation. Estate planning attorneys frequently hear rumors and ill advice disguised as facts.

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States with the Best Tax Rates for Retirees

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It’s up to $11.7 million for 2021 ($23.4 million for a married couple).

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Should I Try Do-It-Yourself Estate Planning?

Your DIY estate plan might miss important details.

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How Does Probate Work?

There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.

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Do You Need Power of Attorney If You Have a Joint Account?

As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.

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What Happens If You Don’t Name Beneficiaries?

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

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