Posted by Charlotte Davis | Apr 22, 2024 |
So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why. Read more…
Posted by Charlotte Davis | Mar 25, 2024 |
You may assume that in the event of your untimely passing, your children will automatically be cared for and inherit your assets. But the reality is that unless you’ve planned ahead of time, your kids’ future may be more of a gamble than you’d like to think.
Posted by Charlotte Davis | Mar 19, 2024 |
As your parents navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. To make sure your parents can always get the help they need, make sure they have these 3 documents in place right now.
Posted by Charlotte Davis | Jan 01, 2024 |
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.
Posted by Charlotte Davis | Dec 01, 2023 |
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.
Posted by Charlotte Davis | Oct 16, 2023 |
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.
Posted by Charlotte Davis | Sep 15, 2023 |
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...
Posted by Charlotte Davis | Aug 31, 2023 |
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...
Posted by Charlotte Davis | Aug 21, 2023 |
Last March, a news story was published announcing that the fiancée of a news anchor that was tragically killed in a shooting spree had had her boyfriend's sperm removed posthumously so that she could have his child via IVF.
Now some people might find this to be a lovely story about a man's legac...
Posted by Charlotte Davis | Aug 14, 2023 |
Sending a child off to college can be an emotional time. But sending your child off with certain paperwork in place can bring peace of mind. There are four key documents that ensure that parents are able to monitor and protect their adult children, should they need it.