The COVID-19 pandemic has focused us all on necessities and on trying to prepare for an uncertain future. This article outlines why an estate plan is one of those necessities. I Don’t Have an Estate ...

Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

NASHVILLE, Tenn. (WTVF) — When you are planning for the future, protecting your major assets in your estate can be tricky. Hank Parrott and Aristotle McDonald from Estate and Financial Strategies, Inc ...

Nobody likes to think about their mortality. But aging and death are inevitable, and the best thing we can do for ourselves and our loved ones is to take action while we are healthy, to ensure we are ...

A core truth of Estate Planning 101 is that building wealth is only half the battle; the other half is protecting it so it ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

Finances FYI is a weekly series providing straightforward finance tips and best practices to help improve financial literacy. When it comes to looking to the future, one of the most important steps ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

When you’re wearing multiple hats while managing your startup’s operations, there’s hardly any time to stop and think about what would happen if things were to go catastrophically wrong. You probably ...

Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax liability, ...