fbpx
(865) 226-9982 [email protected]
Key Estate Planning Mistakes to Avoid

Key Estate Planning Mistakes to Avoid

Key Estate Planning Mistakes to Avoid Too many people make these common errors.   Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate...
Updating Your Estate Plan

Updating Your Estate Plan

When should you review it? What should you review?       An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will...