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/


April 10, 2025
Tim Pagliara named Best-In-State Wealth Advisor for Tennessee by Forbes 2025, marking his 8th year earning a top 3 spot and multiple #1 rankings.
Businessman in a suit works on a laptop while sitting on a bar chart column, with an upward red line
April 9, 2025
Discover how CapWealth’s portfolio management strategies help investors stay focused, diversified, and confident during times of market volatility.
April 9, 2025
CapWealth CEO Phoebe Venable tells BNN Bloomberg how to find opportunities amid market sell-off through value-based investing and smart entry points.
Tim Pagliara joins BBC to discuss the impact of tariffs on financial markets.
April 8, 2025
Tim Pagliara breaks down the impact of trade tariffs on markets, inflation, the US dollar, and jobs—highlighting key economic shifts and strategies.
A black and white logo for the Wall Street Journal
April 3, 2025
Discover a key reason for the selloff as CapWealth CEO Phoebe Venable weighs in on market uncertainty and Trump tariffs with The Wall Street Journal.
Headshot of Tim Pagliara; ranked #6 in 2025 Barron's Top Advisor list.
March 27, 2025
Tim Pagliara of CapWealth rises to #6 in 2025 Barron’s Top Advisor in Tennessee—the only RIA in the top 10. Discover his client-focused approach.
Jennifer Pagliara Horton is being interviewed on Fox News about Wall Street worries
March 11, 2025
Stock market worries after Trump tariffs take center stage as CapWealth’s Jennifer Pagliara Horton shares insights on investor strategy.
President Donald J. Trump signing a federal document.
March 6, 2025
Where to hide right now as CapWealth’s Grant Stark shares smart investment ideas as tariff-driven market volatility shakes investor confidence.
The Barron's advisor logo is on a dark blue background
March 5, 2025
Nasdaq pops 1.5% as markets rebound. CapWealth CEO Phoebe Venable weighs in on volatility after Trump eases stance on auto tariffs.
Show More

Share Article