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/

A couple is reviewing their year-end financial checklist to start the new year off right.

Your Year-End Financial Checklist: 7 Smart Moves to Close Out the Year

By Hillary Stalker • October 21, 2025
This financial checklist covers retirement plans, taxes, and budgets so you can make smart money moves before year-end and start the new year with clarity.
Barron| October 11, 2025 - A CD Ladder Is the Right Step for These Young Workers. Here’s Why.

How a CD Ladder Can Help You Maximize Short-Term Yield

October 11, 2025
CapWealth’s Hillary Stalker explains how a CD ladder can offer flexibility and yield for short-term goals in a conversation with Barron’s.
Financial advisors meeting with a client to review charts and plan the sale of a business

Selling Your Business? Here’s What Needs to Happen Before You Do

By Jennifer Horton • October 7, 2025
Selling your business? Learn key steps to take before a sale, including how to align goals, prep financials, and plan your transition for success.

CapWealth Named to Forbes 2025 List of Top RIA Firms

By CapWealth • October 2, 2025
CapWealth has been named to the Forbes 2025 List of Top RIA Firms, a recognition of its trusted wealth management, planning, and investment expertise.
CapWealth Named to Forbes 2025 America's Top RIA Firms

Forbes 2025 America’s Top RIA Firms

By Brian OpenMoves • October 1, 2025
CapWealth was named to Forbes 2025 America's Top RIA Firms by SHOOK Research, recognized for excellence in AUM, revenue, compliance, and experience.
Elderly couple looking at a laptop with

Understanding RMDs: What Retirees Need to Know

By Hillary Stalker • September 23, 2025
Understanding RMDs can help retirees avoid penalties, manage taxes, and stay on track with their retirement goals. Learn what to know and when to act.
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.

CapWealth’s Tim Pagliara Highlights Market Opportunities Beyond the “Magnificent 7”

September 22, 2025
CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
CapWealth Expands Team with EVP Christopher Stevens

Retirement Industry Deals and People Moves – 9/19/2025

September 19, 2025
Christopher Stevens joins CapWealth as EVP and advisor, bringing expertise in legacy trusts and strategy to support high-net-worth families.

On the Move: Sept. 18, 2025

September 18, 2025
Nashville Post, September 18, 2025 Cynthia Anderson at Nashville Post reports that Christopher Stevens has joined CapWealth as executive vice president and financial advisor. “What drew me to CapWealth is its thoughtful, relationship-driven approach to investing, where individual stock selection still plays a meaningful role in building portfolios. I’m excited to join a team that shares my passion for engaging with clients, discussing market trends in a practical way, and planning with a long-term perspective,” says Stevens
Show More

Share Article