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Estate Planning Center
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There are few things as intimidating as the project of estate planning. The best time to plan for your incapacity or death, though, is while you’re still healthy. With a little time, effort, and guidance from a trusted estate planning professional, you can develop a plan and obtain peace of... Continue reading
Posted yesterday at Estate Planning Center
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Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen if... Continue reading
Posted May 16, 2019 at Estate Planning Center
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As we age, we tend to need a tad more help with everyday tasks. Some of us may even find ourselves needing to be cared for by a family member or close friend. Or maybe you are the family member who is becoming a caregiver for an elderly parent or... Continue reading
Posted Apr 18, 2019 at Estate Planning Center
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So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that... Continue reading
Posted Apr 11, 2019 at Estate Planning Center
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Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t already have an estate plan, then getting one in place should be at the top of your to-do list.... Continue reading
Posted Apr 4, 2019 at Estate Planning Center
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Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and... Continue reading
Posted Mar 21, 2019 at Estate Planning Center
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A scary health diagnosis can be emotionally and logistically challenging for many reasons. For instance, how can you take care of your family if you’re physically incapacitated? In addition to working closely with your medical providers, consider these three legal tips: Check your estate plan with your attorney to make... Continue reading
Posted Mar 15, 2019 at Estate Planning Center
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We are excited to announce that our Crossville office and our Chattanooga office are both staffed full-time. Office hours are Monday through Friday, 9:00 a.m. to 4:30 p.m. If you live in the Chattanooga area, that's Eastern time; but if you live in the Crossville area, it's Central time. We... Continue reading
Posted Mar 8, 2019 at Estate Planning Center
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You think you have everything completed in your estate plan. Well, make sure that you haven’t overlooked something important. 1) Lack of Healthcare and Disability Planning. The majority of deaths occur in hospitals or other institutions. Patients may be incapacitated to the point where they can no longer communicate their... Continue reading
Posted Feb 8, 2019 at Estate Planning Center
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You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or old enough... Continue reading
Posted Jan 18, 2019 at Estate Planning Center
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You probably know that the practice of medicine is a profession fraught with the risk of liability. It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and contractual... Continue reading
Posted Jan 4, 2019 at Estate Planning Center
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This is the season for wishing all our clients and friends in Crossville and Chattanooga moments of pure joy and memories that make you smile. It is also a time for remembering the greatest Christmas gift of all - Emanuel, God is with us! Continue reading
Posted Dec 24, 2018 at Estate Planning Center
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While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that... Continue reading
Posted Dec 13, 2018 at Estate Planning Center
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With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others have made estate planning mistakes that tied their fortunes and... Continue reading
Posted Dec 6, 2018 at Estate Planning Center
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When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form... Continue reading
Posted Nov 29, 2018 at Estate Planning Center
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The decision on your assets is better made by you than state law. The key to estate planning is to plan ahead and have a say in where your assets end up, rather than let the state make the decisions, according to Kiplinger in “Estate Planning: A Family Affair.” If... Continue reading
Posted Nov 26, 2018 at Estate Planning Center
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If you don’t marry someone close in age, your estate plan may require a closer look. When a couple has an age gap, there may be some special challenges ahead when it comes to estate planning, according to The Washington Post in “How will a couple’s retirement look when there’s... Continue reading
Posted Nov 23, 2018 at Estate Planning Center
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This Thanksgiving we are grateful for all our family, friends, clients, and associates. May the gratitude we all feel on Thanksgiving day continue as part of our daily experience. Continue reading
Posted Nov 22, 2018 at Estate Planning Center
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Nursing home care will most likely increase in cost through the years. The possibility of needing long-term care is an expensive proposition and should be included in your estate planning, according to CNBC in “This retirement expense has hit $100,000 annually–and it’s continuing to rise.” The article highlights that a... Continue reading
Posted Nov 21, 2018 at Estate Planning Center
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The world has changed, and it really isn’t a good idea to ignore your digital assets when estate planning. Estate planning has generally been about tangible assets through the years. However, now attention needs to be also focused on the digital world in order to be thorough, according to the... Continue reading
Posted Nov 20, 2018 at Estate Planning Center
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Just how do you handle digital assets? Advancing technology has brought us digital assets, and they most likely are here to stay. Therefore, cryptocurrency investors need to know how to pass on those assets through the use of estate planning, according to ThinkAdvisor, in “4 Key Steps for Estate Planning... Continue reading
Posted Nov 19, 2018 at Estate Planning Center
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Many people will want to help you, while others want to get help from you. Receiving a large amount of money, such as an inheritance, can solve many problems in your life, as well as bring you many new opportunities. It can also bring some problems, such as attempted contact... Continue reading
Posted Nov 16, 2018 at Estate Planning Center
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Check through the list of issues others have overlooked in estate planning. Avoid those mistakes. Creating an estate plan is always a good idea. However, it is also a good idea to take a look at some commonly overlooked issues that can derail your plan, according to the National Law... Continue reading
Posted Nov 15, 2018 at Estate Planning Center
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It may be time to give some extra consideration to saving, planning and insurance for those later years. The average life expectancy in America has increased from 68 years in 1950 to 79 years in 2013 and that has created a challenge. People now live longer and often need to... Continue reading
Posted Nov 14, 2018 at Estate Planning Center
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The amount first considered by potential retirees is almost never enough. The amount of savings you will need for your retirement years is most likely a difficult question to answer. It is not as simple as picking a percentage of your salary and aiming for it, according to The Wall... Continue reading
Posted Nov 13, 2018 at Estate Planning Center