Resources
CRITICAL BUSINESS OWNER INFORMATION: Understanding BOI Reporting to FinCEN
BOI reporting, a requirement established under the Corporate Transparency Act (CTA), which mandates companies to disclose their Beneficial Owners and Controlling Persons to the Financial Crimes Enforcement Network (FinCEN). But what exactly is BOI reporting, and why is it important? Here’s a breakdown
What Happens if You Die Without a Will in Tennessee
Creating a Will is one of the most important steps you can take to ensure your estate is managed according to your wishes. However, if you pass away...
Estate Planning for Families with Blended Religious or Cultural Beliefs: A Thanksgiving Approach
Thanksgiving is a time for reflection, family, and gratitude. For families with diverse religious or cultural backgrounds, it’s also a time to...
Preparing for an Early Retirement: Estate Planning for the FIRE Community
The FIRE (Financial Independence, Retire Early) movement is an inspiring approach that empowers individuals to achieve financial independence and...
Maximize Your Savings: Tax Relief Options for Seniors, Disabled Homeowners, and Veterans in Tennessee
Maximize Your Savings: Tax Relief Options for Seniors, Disabled Homeowners, and Veterans in Tennessee Estate planning in Tennessee goes beyond...
Will Medicaid Take My Home if My Child Lives With Me?
People worry that if they end up in an assisted living facility, because family can no longer care for them at home, that their home will be sold to...
Qualifying for TennCare Benefits to Pay for Assisted Living in Tennessee
An overview of the qualifications needed to qualify for TennCare benefits and how they can be utilized to cover assisted living costs.
Estate Planning for New Tennessee Residents: A Comprehensive Guide
Moving to a new state involves a lot of changes, and one often overlooked task is updating your estate plan. If you’re new to Tennessee,...
Essential Estate Planning Documents for College Students
Essential Estate Planning Documents for College Students As students prepare to embark on their college journey, they often focus on packing...
Passing the Torch: Planning for Business Succession
Passing the Torch: Planning for Business Succession For many business owners, their enterprise is more than just a job—it's a legacy. Ensuring that...
Planning for Long-Term Care: Options and Strategies
Planning for Long-Term Care: Options and Strategies As we age, the likelihood of needing long-term care increases. Preparing for this possibility is...
Understanding the IRS’s Final Regulations on Required Minimum Distributions from Retirement Accounts
Understanding the IRS's Final Regulations on Required Minimum Distributions from Retirement Accounts Retirement planning involves many crucial...