It’s almost summertime, and just as the flowers are in bloom, so are we. Earlier this year, we expanded into a fourth location! Our new west Knoxville office will serve as a headquarters for us. While a few of us will work here all of the time, the Partners and Office Administrators will split their […]
Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.
Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. Have you […]
Be vigilant, and be knowledgeable. Do you want to hand your heirs big tax problems? Would you like to hand the IRS a sizable chunk of your wealth? Probably not. But if you misunderstand the rules when it comes to inherited IRAs, you just might. Here are some missteps that IRA owners and IRA heirs […]