Do I Need a Prenuptial Agreement?
Once Removed Episode 11: Spousal Lifetime Access Trusts, or SLATs
Episode 8 | Breaking Up Is Hard To Do: Navigating the Domestic Relations Arena
THE ACCIDENTAL ENTREPRENEUR PART IV
THE ACCIDENTAL ENTREPRENEUR PART III
THE ACCIDENTAL ENTREPRENEUR
Buy-Sell Agreements and Their Place in an Asset Protection Plan
COVID-19: PilieroMazza Addresses Client Concerns on the Impact to Their Business
Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce?
Enforcement Challenges For Biotech Patents
What is an irrevocable trust? It is important to know when to use an irrevocable trust as part of your estate plan. What is the difference between an irrevocable trust and a revocable trust?...more
If you have money to give your children, you certainly can, but you should be aware that you may face consequences should you apply for Medicaid long-term care coverage within five years after each gift. Medicaid’s rules...more
As the population grows older, the costs associated with long-term care (LTC) present a significant and growing threat to the stability of agricultural operations. Without proper planning, farmland and other critical assets...more
The Massey Family’s $10M Settlement: A Win, But What’s Next? Sonya Massey’s tragic death was yet another painful reminder of the deep racial injustices that persist in America. On July 6, 2024, Sonya, a 36-year-old Black...more
Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles in doing so as...more
Physicians and healthcare providers, like many others with demanding professions, often postpone or overlook their own estate planning and preparation. Estate planning is a fundamental process for individuals at any stage of...more
Wealthy American families are rushing to relinquish wealth before the end of 2025 when Trump’s 2017 estate tax cuts are set to expire. Families with a net worth of approximately $10 million or higher are working with their...more
For years, we have known that Tennessee has one of the most robust trust codes in the country. While this is surprisingly not one of the main topics at dinner tables nationwide, more than just Tennessee residents can share...more
Closely-held businesses come in all shapes and sizes. Some owners own 100% of their businesses. Some have partners. Some have children in the business. Some do not. A common question that a client asks the business and...more
Under the Tax Cuts and Jobs Act, in 2020 each person may transfer up to $11,580,000 without incurring a gift or estate tax. This generous exemption amount will sunset at the end of 2025, which means that in 2026, the...more
If you haven’t looked at your Will or estate plan lately, now is a good time to do so. Much has changed over the last decade, and more change may be on the horizon. See if your estate plan is still appropriate in light of the...more