The SafeEstates Blog

February 10, 2021

For Love or Money

Valentine’s Day is a day we celebrate love.  For some, our love language is gift giving.  Don’t you love those friends and family members who are consistently generous gift givers?  They thoughtfully choose the perfect gift and enjoy giving it as much as we enjoy receiving it. I started reading The Complete Sherlock Holmes again this year.  I am in the middle of The Hound of the Baskervilles, a story about how a remote heir to the Baskerville fortune attempts to prevent the nearer heirs from inheriting.  At that time, English law allowed transfer of a decedent’s estate as entailed...

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February 1, 2021

We Are Moving!

After 26 years at 109 Westpark Drive, we will move on March 1, 2021 to our new location. We still will be conveniently located in Maryland Farms. We are right-sizing for our team, adjusting for technological changes in the legal industry. We are confident you will love our new offices and will recognize how we are able to provide even better personal, professional service. Our new address will be 5115 Maryland Way, Suite 131, Brentwood, TN 37027. Our phone number and email addresses will not change.

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January 11, 2021

Retirement Accounts and Life Insurance: Time to Review Beneficiary Designations

We frequently meet with new clients who have done a great job contributing to their retirement accounts and buying life insurance to protect their families but have not received good advice about naming beneficiaries for these important investments. The most common mistake we see is when parents designate their spouse as primary beneficiary (good) but designate their minor children as the secondary beneficiaries. By law, the children may be turned loose with the money at age 18. Not a good plan! The better choice is to (1) at a minimum designate a trusted adult as custodian under the uniform transfers...

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January 4, 2021

Unwieldy Estates

Do you feel glad 2020 has ended? In my world, it seemed like 2020 rewarded simplicity and willingness to pivot and punished resistance to change. Maybe every year does that. We also saw reminders that having a plan is better than having no plan. This was especially true for small business owners, entrepreneurs, and leveraged investors. They tend to have what we call unwieldy estates. You may have read or heard about the November 27, 2020 death of Tony Hsieh in a house fire in Connecticut. Mr. Hsieh was a co-founder of Zappos.com, the very successful online shoe store headquartered...

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January 1, 2021

Bringing In 2021 With Positivity!

2020 was a year full of unknown, but despite the devastation and disappointments there are some positive things to take with you into 2021. In 2020, many of us ran across things that we could not control - businesses closing, virtual learning, and our 'normal' being not so normal. If you're anything like me, I find myself stressing about these things. In this new season, we must learn to give it up and focus on the things that we can control - our attitude, giving grace to others, and our health. Attitude is something that affects everything in your daily...

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December 20, 2020

Vegan Carrot Cake Recipe

Ingredients For the Carrot Cake: 2 cups (250g) All Purpose Flour 1 tsp Baking Powder 1 tsp Baking Soda 1/2 tsp Salt 2 tsp Ground Cinnamon 1 tsp Ground Nutmeg 2 and 1/3 cups (255g) Grated Carrot 1 and 1/2 cups (300g) Brown Sugar 2 Flax Eggs (2 Tbsp Ground Flaxseed Meal with 6 Tbsp Water) 1/2 cup (120ml) Extra Virgin Olive Oil* 1 tsp Vanilla Extract 1 Tbsp Apple Cider Vinegar 1 cup (100g) Chopped Walnuts (Optional) For the Lemon Buttercream Frosting: 3 and 3/4 cups (450g) Powdered (Confectioners) Sugar 3 Tbsp Vegan Butter 1 tsp Vanilla Extract 2...

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December 15, 2020

How has COVID-19 affected Estate Planning? Technology to be grateful for…

In order for a Will to be valid in Tennessee, the testator and two witnesses must sign in the presence of each other. For convenience, the witnesses also may sign an affidavit in the presence of a notary stating the facts required to prove the will in court. The onset of the coronavirus pandemic and the need for social distancing has made these “in person” requirements difficult for many. However, Tennessee Governor Bill Lee has signed a series of Executive Orders that temporarily waive these requirements (through December 29) and allow for remote witnessing and notarization of documents through real-time...

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December 5, 2020

Holiday Gratitude

Happy Holidays! In the midst of this unprecedented worldwide pandemic, I hope you are staying positive and testing COVID-19 negative! Although many of us find ourselves trying to find a new normal during this pandemic and the holidays, I encourage us all to find things for which we are thankful. I just finished reading The Gratitude Diaries by Janice Kaplan. It was a great read for this crazy time and I highly recommend it. Kaplan confirms that gratitude is an attitude—how you feel has less to do with events that occur in your life and more to do with your...

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December 2, 2020

Safe Estates Holiday Hours

Our office will be closed December 24th and 25th for Christmas, and again on January 1st, 2021 to celebrate bringing in the New Year. We wish you and your family a wonderful Holiday Season.   The Safe Estates Team

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November 23, 2020

A Very 2020 Thanksgiving

We hope you will be able to share Thanksgiving Day with your family this year. It may take a little creative thinking to overcome travel restrictions, crowd restrictions, and social distancing. Remember those who have lost a loved one. Rejoice with those who have added to their family circle through marriage, birth, adoption, and other expressions of love. Start counting your blessings today so you will be ready on November 26. As it has been said, “before you can give thanks you must be thankful.”

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