Estate Planning
When planning for your financial future, naming beneficiaries for your retirement accounts is an essential step. But does naming a beneficiary mean they automatically inherit your accounts when you pass away? The answer is: it depends. Let’s break it down to ensure...
Estate Planning
The FIRE (Financial Independence, Retire Early) movement is an inspiring approach that empowers individuals to achieve financial independence and retire well ahead of the traditional age. While those pursuing FIRE are often meticulous about budgeting, investing, and...
Estate Planning
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, understanding the state’s specific laws and how they impact your estate planning is crucial. Whether you’re a retiree settling down...
