by Susan Grissom | Apr 23, 2024 | Estate Planning, Wills & Trust
Owning a dock often conjures images of peaceful sunsets, tranquil escapes and lazy summer afternoons casting lines into the water. It comes with a unique set of considerations, including the ownership and management of dock permits. But what happens when...
by Susan Grissom | Apr 16, 2024 | Estate Planning
Estate planning is not just about distributing your assets among loved ones; it’s also an opportunity to leave a lasting impact on causes you care about. Charitable planning involves incorporating charitable giving into your estate plan, whether through...
by Susan Grissom | Apr 9, 2024 | Estate Planning
Imagine having the power to motivate and inspire your loved ones even after you’re no longer around. An incentive trust is a powerful tool that allows you to do just that. While traditional trusts provide financial security and asset distribution, an incentive...
by Susan Grissom | Apr 2, 2024 | Estate Planning, Probate
Today, we’re diving into a complex and often emotionally charged topic: blended families and their inheritance rights. Join us as we shed light on a scenario that might resonate with many of you. Imagine this: your father, a kind and loving soul, found happiness...
by Susan Grissom | Mar 26, 2024 | Estate Planning
Being self-employed comes with a unique set of responsibilities and freedoms. As a self-employed individual, you’re not only the owner but often the sole operator of your business. This dynamic presents both opportunities and challenges, particularly when it...
by Susan Grissom | Mar 19, 2024 | Estate Planning
Life insurance is important to have but imagine a life insurance policy that doesn’t pay out until both covered individuals have passed away. Sounds unusual, right? That’s the essence of a second-to-die life insurance policy, also known as survivorship...
by Susan Grissom | Mar 12, 2024 | Estate Planning
Contemplating the protection and management of your residence often leads to questions about whether to place it within a Limited Liability Company (LLC). This consideration involves weighing legal, financial, and personal factors to determine the best course of...
by Susan Grissom | Mar 5, 2024 | Estate Planning, Probate, Wills & Trust
Losing a loved one is already an emotional ordeal. Adding the complexities of probate, the legalities involved in settling the deceased’s estate can feel overwhelming. While navigating this unfamiliar territory, heirs and beneficiaries deserve clarity. One...
by Susan Grissom | Feb 27, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
Executors and trustees are appointed by a court or in a Will or Trust to manage someone’s estate or trust. The role of an executor or trustee is important in the administration of an estate or trust, involving various responsibilities such as asset distribution,...
by Susan Grissom | Feb 20, 2024 | Estate Planning, Probate, Wills & Trust
Ancillary probate refers to a legal process that typically occurs when an individual owns property in multiple states at the time of their death. This can result in their loved ones having to initiate probate proceedings in each of the states where those properties...
