Estate Planning

Charitable Giving Strategies

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...

Hacked from Beyond the Grave

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

Qualified Charitable Distributions (QCD) from Inherited IRAs

At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...

2 Confusing IRA Beneficiary Designations

“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

Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have...