What Happened to Charlie Daniels’ Estate?

Posted on September 13, 2021 by shieldsandboris

Charlie Daniels played his last show before the pandemic on March 13, 2020, at the Mark C. Smith Concert Hall in Huntsville, Ala. Hunkered down at home in Mt. Juliet, Tenn., he spent the following months telling anyone who would listen — his son, journalists — that he couldn’t wait to get back on the road, where he still played up to 140 dates a year, an ambitious schedule for any artist, much less an 83-year-old.

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Checklist for Estate Plan’s Success

Posted on September 10, 2021 by shieldsandboris

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

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What Exactly Is a Trust?

Posted on September 9, 2021 by shieldsandboris

A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you’re trying to shield your wealth from taxes or pass it on to your children.

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Do a Married Couple without Children Need a Will?

Posted on September 8, 2021 by shieldsandboris

In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.

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