Phoebe Venable Talks Estate Planning in StyleBlueprint

October 29, 2018

Phoebe Venable Talks Estate Planning in StyleBlueprint - CapWealth Financial Advisors in Franklin, TN

CapWealth President and COO Phoebe Venable recently chatted with StyleBlueprint’s Kate Dore about why families need an estate plan. Phoebe pointed out that not having an estate plan can cause a lot of stress for some families – especially when the estate is complicated – and making mistakes can be costly and can cause a lot of problems for the family you leave behind. She also offered insights on communicating about the plan with heirs and how education is necessary to ensure the next generation will be good stewards of what’s left to them.


Kate compiled Phoebe’s insights into her article, “7 Legitimate Reasons You Need a Legacy Plan.” You can read the article online here: https://styleblueprint.com/nashville/everyday/responsible-inheritance-capwealth/

Desk with asset planning notes, a tablet, and a mug of tea in a bright financial planning workspace.

How to Structure Your Assets for Long-Term Protection and Privacy

By Michael Vaught • April 21, 2026
Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.
Tim Pagliara ranks #1 in Tennessee in Forbes 2026 rankings, shown in an office portrait

CapWealth’s Tim Pagliara Ranks #1 in Tennessee, Cracks Top 250 Nationwide on Forbes 2026 Lists

By CapWealth • April 9, 2026
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
Tim Pagliara on Fox Business Making Money, to discuss the keys to investing success

Tim Pagliara | Fox Business Making Money - Investing Success

By CapWealth • April 8, 2026
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
Desk with risk review summary, charts, tablet, notebook, near a screen showing financial data.

What a Risk Review Reveals About Your Portfolio and Long-Term Goals

By Jennifer Horton • April 7, 2026
Risk Review Reveals how risk tolerance, diversification, and market factors shape portfolio performance over time and affect long-term goals.
Reviewing paperwork in a home office, reflecting last-minute tax planning & financial decisions.

2026 Guide: 9 Last-Minute Tax Moves You Still Have Time to Make

By CapWealth • April 1, 2026
CapWealth’s Dean Shahan shares last-minute tax moves in U.S. News, from HSA and IRA contributions to smart account choices before April 15.
BusinessWire is highlighting the report on Lumen Technologies & its role in AI-infrastructure.

CapWealth Group LLC Announces Investment Opinion: Releases Research Report on Lumen Technologies

By CapWealth • March 30, 2026
CapWealth releases a Research Report on Lumen Technologies, outlining why the firm sees long-term growth potential in AI-driven digital infrastructure.
Desk with family governance plan document, charts, laptop, calculator, and coffee near the screen sh

How to Build a Family Governance Plan That Preserves Wealth

By Blake Harrison • March 17, 2026
Family governance plans help families define values, improve communication, and guide decisions so wealth and relationships stay strong across generations.
Desk with laptop, charts, and long-term care plan document, calculator, coffee mug, and family photo

Navigating Long-Term Care Planning for Affluent Families

By Hillary Stalker • March 3, 2026
Long-Term Care Planning helps affluent families prepare for extended care and reduce financial disruption when health changes, so plans stay aligned.
Man reviewing bills and receipts at table while using calculator, reflecting retirement healthcare a

Healthcare in retirement could cost you $172K. We asked 11 pros the best ways to save

By Hillary Stalker • February 23, 2026
MarketWatch features CapWealth’s Hillary Stalker on HSAs & retirement healthcare costs, urging savers to maximize HSA funding & build flexible taxable savings.
Show More

Share Article