Paul B. PlantDec 5, 20172 min readElder LawCapital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in...
Paul B. PlantJan 25, 20163 min readTrustsFive Reasons to Create An EndowmentThe United Methodist Foundation for the Memphis & Tennessee Conferences Endowment program continues to grow, because our churches and...
Paul B. PlantAug 26, 20153 min readTrustsWhat is a Third Party Special Needs Trust??Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....