Estate Planning

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...

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 alright. You know it’s Jimmy...

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...

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...

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...

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...

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...

Estate Planning Bob Williams - November 21, 2023

It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one...