HAVE YOU HAD A RECENT ASSET CHANGE?

An asset change can be positive or negative. It can cause serious estate issues pro or con. There are many issues in life that I like to call Pillars of Life. Transactions that change the way you experience life. The loss or gain of a career. The sale of a house, or...

HAVE YOU HAD A RECENT HEALTH CHANGE?

Has your family experienced a major health change or threatening condition that makes you wonder if your life is in order?  Or even the death of a loved one? Do you have a disabled child or spouse that is dependent on your financial decisions? Do you know what that...

HAVE YOU EXPERIENCED A RELATIONSHIP CHANGE?

In my many years of working in the Estate planning industry I have had many clients who experience relationship changes. A devastating divorce or even a “friendly one” opens a whole new can of worms. The State of Tennessee gives a spouse many powers to make decisions...

A WILL, TRUST or the GOVERNMENT PLAN?

Do you have a will, a Trust or the government plan? Do your loved ones have access to the proper paperwork if you die or get disabled? Over half of the people in a major financial magazine survey said they simply have just not gotten around to making a plan, or feel...