Paul B. PlantDec 5, 20172 minElder 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. PlantSep 13, 20172 minTrustsTransferring Assets and the Five Year Look-backWhen an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
Paul B. PlantFeb 9, 20172 minElder Law5 Ways Seniors Can Leave a Legacy for Their GrandchildrenYou have a wealth of knowledge, stories, skills, and an important history that you want to make sure you pass down to your children and...
Paul B. PlantJan 25, 20163 minTrustsFive Reasons to Create An EndowmentThe United Methodist Foundation for the Memphis & Tennessee Conferences Endowment program continues to grow, because our churches and...
Paul B. PlantApr 16, 20155 minTrustsGifts of HomeMost families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....
Paul B. PlantFeb 3, 20154 minTrustsHelping Children TomorrowParents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...