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how to organize estate planning documents. tips for keeping detailed records of estate plan. filing system for estate planning documents.

5 Tips for Keeping up with Important Documents

Between bills, medical records, and legal paperwork, keeping track of important documents can feel overwhelming. But when it comes to your estate planning documents, organization is essential. Knowing your legal paperwork is up to date and easy to access is not only convenient but will protect your loved ones. Here are five practical tips for […]

Christmas recipes, what to make for christmas parties. Holiday themed events near Franklin Tennessee.

Our Favorite Christmas Events and Recipes

Whether you have been celebrating Christmas long before Thanksgiving, or you are only now breaking out the decorations from storage, we can all agree that the most wonderful time of year is officially HERE! Between decorating, gathering with family, and enjoying the spirit of giving, we’ve each found our favorite ways to celebrate the season.  […]

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3 Tips for Having “The Talk” with Family

The turkey is baking, the table is set, and soon your home will be full of the sounds of family. Thanksgiving always brings us together in a special way, slowing us down and reminding us of what really matters. It’s in these moments that lasting memories are made and important conversations happen.   One of […]

step by step instructions on how to create a digital legacy contact to manage digital assets after death.

How to Protect Your Digital Assets Step-by-Step

When you’re planning ahead, it’s important to think not only about your physical assets but also about your digital life. Your photos, messages, emails, and social media accounts can hold great meaning for your loved ones. Thankfully, most major platforms now allow you to designate a “Legacy Contact,” someone who can manage or access parts […]

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The Nightmare of DIY Plans

We all love a good shortcut, right? There is always an “easier” way out there that promises to solve our problems. DIY estate planning falls into that category of shortcuts that overpromise and under-delivers. Take Michael for example, he completed an DIY online will and felt relieved that he had done his part to protect […]

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Estate Planning Myths You’ve Heard (And Why They Are Wrong)

True or False: If you don’t own a house, you don’t need an estate plan. A will keeps your family out of probate court. Estate planning is only for the most wealthy people. If you answered ‘True’ to any of these, this article is for you.  There is a lot of misinformation out there about […]

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What Really Happens Without an Estate Plan

More than half of Americans don’t have a will or estate plan. That means most families are unprepared for the legal and financial chaos that comes when the unexpected happens. Most people assume that if they don’t have an estate plan, nothing happens. But the truth is, a lot happens, probably just not what you would […]

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How Long it Actually Takes to Create an Estate Plan

Most people assume that estate planning is something that takes countless hours with an attorney and months to complete. In reality, the amount of time you will likely spend creating an estate plan is less than the time it takes to watch a football game. While it does take your attorney time to create your […]

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About to Make an Estate Plan? Here’s What You Need to Know

Nashville natives, Todd and Debbie felt too overwhelmed by decisions and delayed making a will. When they passed, their children went through eighteen months of probate court and spent around $12,000 in fees. Navigating grief and loss made the process all the more difficult. This story is a common one. Many families experience regret from […]

Extremely tired by Friday..

Why Estate Planning Feels SO Overwhelming

Starting the process of estate planning can feel like standing at the base of a mountain. You know you need to climb it, but you’re not sure where the trail begins. For many, that uncertainty creates a sense of overwhelm, making it easier to delay the process altogether. The truth is, estate planning doesn’t have […]

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