What should you be looking for in an investment partner?

If you are looking for investors to back your company and help you scale your product or service, it is imperative that you look for the right qualities to find a partner who truly understands your vision and is committed to your mission. Whether you are looking for local investors in Tennessee or branching into a national search, understanding the …

What’s the best way to divide retirement assets in divorce?

Tennessee is an equitable distribution state. What this means is that, when couples divorce, their assets will be divided in a manner that is fair—if not, strictly speaking, equal. When it comes to retirement assets, however, matters can quickly become confusing. Spouses must be attentive. Retirement holdings are not automatically included in divorce proceedings. As such, some individuals find themselves …

When should you update your will?

Updating your will is a critical part of the estate planning process. Step one is to have a Last Will & Testament. But once you have one, keeping it up to date is vital to ensuring that your assets and property go to the people, beneficiaries, loved ones, and organizations that you want them to got to. There are a …

When should I make changes to my estate plan?

Making the time to address your estate planning needs can be very difficult. There are typically many other things a person would rather do instead of creating a will or talking about powers of attorney. However, once you do take the time to address your estate planning needs, you can feel relieved and confident in the future. Having said that, …

The smart way to save for a child’s education

College education is expensive. This isn’t news. In Tennessee, the average cost for in-state tuition is nearly $15,000 a year. That number will increase—sharply—if your child chooses to attend a private school, or pursue studies out-of-state. Most parents and grandparents understand that paying for a child’s education requires a great deal of planning. Starting to save early is crucial. But …

What to consider if you want to leave unequal inheritances

Every parent knows that it can be a struggle to maintain fairness when it comes to giving gifts to their kids. Feelings of unfairness can be upsetting for kids of any age, including adult children, and it can make estate planning particularly challenging for parents who want to leave their children inheritances that are not monetarily equal. If you are …

3 reasons to talk to your parents about estate planning

No matter how close you are to your parents, it can be very difficult to discuss certain topics with them, like the topics of estate planning and end-of-life care choices. Because of this, many adult children never talk to their parents about things like their wills, trusts or advanced care directives. However, for a few reasons we discuss below, it …

4 ways your estate plan can benefit your children

Parents spend their lives trying to protect their kids and make life better for them. And these efforts can last long after a parent passes away if he or she has in place a comprehensive estate plan. Unfortunately, if you are a parent who puts off estate planning or does partial planning, you could be leaving your kids unprotected in …

Goal-oriented legal counsel and advocacy across Middle Tennessee

Transparency, Candid communication, Tailored advocacy These descriptors are the fundamental objectives in every client matter for the lawyers at Fidelis Law. From our offices in Brentwood, our legal team of attorneys — who collectively have decades of professional experience — seek to promote and advocate for the legal interests of our diverse clientele across select practice areas. We serve clients …

Who will inherit your intellectual property?

Intellectual property assets [“IPA”] are easy to overlook during estate planning, since they are intangible-having no physical existence—as opposed to the tangible personal property or real property that can be touched. Most business owners, entrepreneurs, and many others own some form of their intellectual property, or “creations of the mind,” but athletes and “creative” clients-including authors, songwriters, entertainers, and visual …