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Reflections and Resolutions
BlogEstate PlanningNews

Reflections and Resolutions

Please Pass Grandma’s Will: Discussing Estate Plans over Thanksgiving
Blog

Please Pass Grandma’s Will: Discussing Estate Plans over Thanksgiving

The Gift That Keeps on Giving: Charitable Trust Administration
BlogTrust

The Gift That Keeps on Giving: Charitable Trust Administration

The Professional’s Guide to Directed Trustees
BlogTrust

The Professional’s Guide to Directed Trustees

New Legislation Strengthens Tennessee’s Modernized Trust Approach
BlogTrust

New Legislation Strengthens Tennessee’s Modernized Trust Approach

Beneficiary Best Practices: Trust Distribution Requests
BlogTrust

Beneficiary Best Practices: Trust Distribution Requests

5 Estate Plan Questions for Advisors to Ask Clients
BlogEstate Planning

5 Estate Plan Questions for Advisors to Ask Clients

What Would Dolly Do Regarding Financial Affairs?
BlogEstate Planning

What Would Dolly Do Regarding Financial Affairs?

The Final Countdown to 2022
BlogEstate Planning

The Final Countdown to 2022

WHAT’S YOUR NEXT STRATEGIC MOVE
BlogEstate Planning

WHAT’S YOUR NEXT STRATEGIC MOVE

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Recent Posts

  • Decoding the Directed Trust
  • THE 2026 HECKERLING INSTITUTE ON ESTATE PLANNING: KEY TAKEAWAYS
  • Estate Planning Pointers: Personal Property: Part 1
  • Estate Planning Pointers-Personal Property Part 2- Real-life strategies for your stuff
  • The Importance of Income Tax in Trust and Estate Planning

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LOCATIONS

109 Westpark Drive, Suite 180
Brentwood, TN 37027

832 Georgia Avenue, Suite 210
Chattanooga, TN 37402

3414 Peachtree Road NE, Suite 1150
Atlanta, GA 30326

813 Ridge Lake Boulevard, Suite 230
Memphis, TN 38120

7047 E. Greenway Parkway, Suite #250
Scottsdale, Arizona 85254

CONTACT

866.713.7780 | [email protected]

Careers: We welcome resume submissions from qualified applicants.

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