Estate Planning

Year-End Financial Checklist

The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...

Beneficiary Audit

Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
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Charitable Giving Strategies You Can Still Use In 2024

It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

Charitable Giving Strategies

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Hacked from Beyond the Grave

Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live...

Second Harvest Food Bank of Middle Tennessee

When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve...

Jimmy Buffett—He had a Plan

Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be...

Federal Estate and Gift Tax Exemptions in 2024

Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases...