(865) 357-7370 kim@sdp-planning.com

Fond Farewell 08 03 22

Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on a tribute to my longtime business partner, Conrad Slate.  Our dear friend, mentor and firm co-founder, Conrad Slate,...

Money in a Blended Family 05 11 22

3 Estate Challenges for Blended Families ESTIMATED 2MIN READ Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of...