American retirees are expected to transfer more than $36 trillion to families, friends, nonprofits, and other beneficiaries over the next 30 years. Many individuals understand the importance of estate planning in creating future opportunities for their wealth...
A Premier Destination for Trust Administration With a new round of legislative updates to the Tennessee Trust Code having taken effect on July 1, 2025, the state reaffirms its commitment to making Tennessee a premier destination for modern trust administration. ...
Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the desire to unite the family and establish a legacy with their favorite charitable causes. Other times, a significant shift in wealth (due to retirement or selling a...
Planning for the future of a family member with special needs is a deeply personal and often overwhelming responsibility. For many families, the complexities of trust administration, long-term care planning, and securing financial resources create significant stress....
Navigating family transition with aging adults can be difficult. Emotionally charged conversations and tough decisions can often challenge harmony for older adults and across generations. One way to avoid these frustrations is to begin planning early, combining the...
