Plan Your Legacy Today!

Did you know that only 46% of U.S. adults have a will? According to a 2021 Gallup study, income and age are likely factors in whether or not someone has a will.

October is Estate Planning Month, and to help ensure everyone in our community has access to these resources, we’re offering FREE estate planning tools for everyone AND a free event to educate the community on legacy and estate planning in partnership with Alliance Bernstein.

Keep scrolling for event details and to access FREE estate planning resources from our partners at Giving Docs and Alliance Bernstein!


Click Here to Start Your Estate Planning for FREE!


Our free, online tools from Giving Docs are available for everyone. If you have already completed your estate planning, please consider sharing these resources in your social media and with your community so others can take advantage of this opportunity!


Legacy and Planning

Join us on October 28 from 9-10:30 a.m. at Alliance Bernstein World Headquarters (501 Commerce Street in downtown Nashville) for a discussion on legacy and estate planning for you and those you love, PLUS resources to get started. Our panelists include Founder/ President of RoseCrete Wealth Management, Reggie Ford; Founder of Elder Law Nashville, Barbara Moss; and VP and Investment Advisor of Alliance Bernstein, Nicholas Birren. In addition to our legacy and estate planning panelists, we will also have experts in caring for aging parents and how to get the most out of Medicare and long-term care insurance. Click here to register!
Investing in Your Legacy

Alliance Bernstein Vice President, Nicholas Birren, and Associate Director, Margaret Borrasso, share how to plan to give back. Find out how you can invest in your legacy.
Read more.

What do you want your legacy to be?

Talk to your loved ones, and find out what matters most to them with our Conversation Cards. Reflect on what you want to share with the world, and tell others. Download a free copy here.

Six Quick Tips for Making Your Will

Founder/ CEO of Giving Docs, Brantley Boyett, shares helpful tips for the process of making a will from pre-planning to communicating your wishes with loved ones. Read more.



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