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Information Articles for the Clarksville TN and Montgomery County Tennessee area

Articles

Information Articles for the Clarksville TN and Montgomery County Tennessee area

Frazier Allen: Famous Estate Blunders and How to Avoid Them

May 22, 2017

These celebrities’ tales are a strong reminder to review your estate plan before it’s too late.

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – There’s a calm comfort that comes with estate planning: a sense that your family will be taken care of after you pass away (hopefully at a ripe old age). Sadly, it doesn’t always happen that way. 

Skipping regular estate plan reviews can lead to forgotten details, and these can create confusion and havoc for your family – or suck them into a time-consuming court case to iron everything out. Unfortunately, that was the case for these high-profile individuals and their loved ones. 

Frazier Allen

Frazier Allen

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Frazier Allen: Risk Management Demystified

March 7, 2017

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re talking insurance.

But what kind of coverage do you really need? Take a deeper look at four useful types of policies.

The Right Mix of Coverage to Live with Confidence.

The Right Mix of Coverage to Live with Confidence.

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Frazier Allen: Five Reasons to Prioritize a Lasting Legacy

March 3, 2017

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – Have you been dragging your feet on estate planning? You’re not alone. Nearly 64% of U.S. adults don’t even have a will, including 51% of people age 55 to 64, according to website Rocket Lawyer.

But a lack of estate plan, or an outdated one, leaves you and your family vulnerable. Your assets could get tied up in the costly court probate process after death.

Estate planning is for everyone

Estate planning is for everyone

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