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Investing
Strategy
Stocks/ETF’s
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Estate Planning
Charitable
Hacked from Beyond the Grave
Estate Planning
Bob Williams
-
August 30, 2024
Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live on as digital ghosts, their...
Second Harvest Food Bank of Middle Tennessee
Charitable
Erin Jester
-
July 12, 2024
When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve a big societal problem with...
Jimmy Buffett—He had a Plan
Charitable
Bob Williams
-
June 25, 2024
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
Charitable
Bob Williams
-
November 30, 2023
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases...
Qualified Charitable Distributions (QCD) from Inherited IRAs
Charitable
Bob Williams
-
November 27, 2023
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...
2 Confusing IRA Beneficiary Designations
Estate Planning
Bob Williams
-
November 27, 2023
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question...
5 Healthcare Proxy Mistakes
Estate Planning
Bob Williams
-
November 27, 2023
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have...
Filing Taxes for a Deceased Loved One
Estate Planning
Bob Williams
-
November 21, 2023
Someone trusts you so much that they name you to settle their estate when they’re gone. You’re honored they...
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