Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in...

IRAs are one the trickiest assets for estate planning attorneys to handle for many reasons. First, they often are overlooked in the...

A college education — even at a highly rated private institution — was once regarded as a relatively affordable route to lifelong...

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...

Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....

Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...

Published October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences Business Owner passed away on...