A Parent’s Most Important New Year’s Resolution: Get a Will

Posted by Charlotte Davis | Jan 01, 2024 | 0 Comments

If you are a parent, make your New Year's Resolution be to get a will. Having a plan in place will ensure that your kids stay in the care of people you and your kids know and trust.  No one wants the care of their children to be left up to a random family court judge.  And no one wants their kids to be left in the care of strangers – even for a minute. Getting a will and appointing guardians for your children can be the most important thing you ever do for your kids. 

A Christmas Gift the IRS Won’t Touch

Posted by Charlotte Davis | Dec 01, 2023 | 0 Comments

Looking for a Christmas gift that your family will love and will help you with your estate planning? There are three types of transfers of wealth that will not trigger the gift tax: the annual exclusion, payments to health care providers, and payments to educational institutions for tuition.

Why You Shouldn’t Trust AI With Your Will

Posted by Charlotte Davis | Oct 16, 2023 | 0 Comments

Your wealth and your legacy are too important to trust to software that has a history of making mistakes and doesn't know Tennessee law. If you want an estate plan that takes into account your family dynamics, your finances, and your goals for your legacy, you should rely on an attorney licensed in Tennessee.

Why “Just a Will” Won’t Cut It

Posted by Charlotte Davis | Sep 15, 2023 | 0 Comments

When most people think of estate planning, they think of having a will, or perhaps, a will and a trust.  But the reality is there are other important documents that you should have in place to protect yourself while you are still living, and to protect your loved ones after you die. A comprehens...

5 Life Events That Will Affect Your Estate Plan

Posted by Charlotte Davis | Aug 31, 2023 | 0 Comments

Too many people treat an estate plan as something they cross off their to-do list, and then never think about again.  But the reality is life events can drastically affect your estate plan.  If you want your plan to work in the way you intended, you should always review your estate plan with a la...

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