The SafeEstates Blog

April 27, 2017

May 2017 Newsletter

Our May 2017 newsletter is available here! In this newsletter we discuss:  Planning for seniors (even if you're parents are healthy!) Who controls your headstone? (discussing power of attorney) Shifting wealth (personal and small business) to the next generation Here's a preview. Click here to view the entire newsletter! Sign up here to receive our monthly newsletter straight to your inbox, so you never miss our best tips for estate planning, business succession, and making sure your estate is perfecty planned!

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March 26, 2017

April 2017 Newsletter

Our April 2017 newsletter is available here! In this newsletter we discuss:  Is your estate plan like an Easter Egg hunt? (don't make your family search for the details!) Welcome back, Julie! (she's returned from maternity leave) Here's a preview. Click here to view the entire newsletter! Sign up here to receive our monthly newsletter straight to your inbox, so you never miss our best tips for estate planning, business succession, and making sure your estate is perfecty planned!

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March 17, 2017

St. Patrick’s Day – A Reminder for Fiduciaries

March 17th is St. Patrick’s Day, a public holiday in the Republic of Ireland, Northern Ireland, Newfoundland and Labrador. It is celebrated in more countries than any other national festival. St. Patrick’s Day is also a feast day on the liturgical calendar of the Catholic, Orthodox, Lutheran and Episcopal churches. St. Patrick is remembered for turning Ireland from druid led polytheism to Christianity.  Patrick (Irish – Padraig) has come to symbolize Irish heritage and identity. St. Patrick’s Day is a celebration of Ireland itself. Wearing of the green is a tradition based on St. Patrick’s use of the shamrock to illustrate the...

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March 4, 2017

Substantive Tip – Always Have a Backup

Q: I am single. We are married with no kids. Why do we need an estate plan?  A: No matter who you are, you need an estate plan. Even if there’s no “estate” other than a home and a small savings account. If you’re single, the best example is one we wrote about late last year. Prince (the musician) died without a will, and his estate is still tied up in probate court, with a long list of people staking claim to his fortune. If you’re a married couple, let’s say the husband dies, and the assets go to the wife - but she dies...

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February 20, 2017

President’s and Their Estate Plans

Monday, February 20 is Presidents Day, when we remember two of our most famous presidents, George Washington (born February 22, 1732) and Abraham Lincoln (born February 12, 1809).  Did you know the federal holiday is officially Washington’s Birthday? We took a look at George Washington’s estate plan in our July 2016 newsletter.  The highlights:  a holographic will (written in his own handwriting) seven executors; all assets held in trust for his widow Martha Washington for life (she survived for fewer than 3 years); then to various individuals and charities, including Washington College, later Washington & Lee University; and a probate...

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January 1, 2017

Estate Planning and New Year’s Resolutions

We all have New Year’s Resolutions we fail to keep each year; many are based on healthy living, being more organized, or taking care of the nagging task we’ve been putting off.  One resolution you may not have considered is creating or updating your estate plan. If you have never made a will or trust, or you have never appointed anyone to make financial and health care decisions for you if you are incapacitated, you are not alone but safety in numbers is not the same as a well-designed plan.  Looking back at 2016, we witnessed the death of relatively...

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December 15, 2016

The Legacy of Ebenezer Scrooge

Christmas has been called a contrast between two visions: first, a time of thoughtless, relentless, material consumption; second, a time for cultivation of enduring, authentic lives well lived.  Although Christmas sometimes seems to have been commandeered by consumerism, the holidays are all about lasting relationships, gracious generosity, and shared values. In A Christmas Carol, Charles Dickens told the story of one man’s struggle between the two visions of Christmas.  Dickens did not reveal the occupation of his central character, Ebenezer Scrooge.  Some speculate that he was a solicitor; this seems unlikely as the firm name was “above the warehouse door.”  He...

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November 17, 2016

Client Appreciation Event

We hosted a Client Appreciation Event on November 15th. We enjoyed food and refreshments, and a chance to catch up with our wonderful clients. We had a chance to hear Don Coomer tell his fascinating story of a near death experience. We are so grateful for your business - if it's the last few months or the last few decades. And we hope you can join us at our next client appreciation event!

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November 3, 2016

Don’s Story – “Back From the Brink”

Thanks for everyone who joined us at our client event last week. We are so thankful for your friendship and business over the years. A special thanks to Don who shared his incredible story. If you missed it, please enjoy the video below.

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November 1, 2016

Wellness 66 Event – Sponsored by Safe Estates

We had the privilege of being a sponsor at Wellness 66's recent event called " Mindfulness: Finding Peace in a World of Chaos". This was hosted by the Resource Center on Aging at Harpeth Hills Church of Christ. Participants were able to choose from different break out sessions on mindfulness, from meditating, to finding your inner (and outer!) balance, to seated yoga. Most of the participants at this event are licensed therapists or work with families, the elderly, and couples in different stages of life and with unique needs. We are so thankful for the opportunity to meet new people and to sponsor such...

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