by Susan Grissom | Mar 18, 2025 | Estate Planning
Inheriting a retirement account can be both a financial windfall and a source of confusion. Whether you’re the spouse, child, or another beneficiary, it’s important to understand the rules and responsibilities that come with this inheritance. Here’s what you need to...
by Susan Grissom | Mar 11, 2025 | Estate Planning, Wills & Trust
Estate planning is often associated with families or married couples, but the truth is, it’s just as important—if not more so—for single adults. Without a comprehensive estate plan, your assets, health care decisions, and final wishes may not be handled the way you’d...
by Susan Grissom | Mar 4, 2025 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
Supporting a loved one living with dementia requires patience, understanding, and a compassionate approach, as the disease can profoundly affect not only the individual but also their caregivers. Dementia is characterized by cognitive decline, which can lead to memory...
by Susan Grissom | Feb 25, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
When it comes to inheritance, many people wonder about the potential for legal action, especially in the wake of a loved one’s death. If you have received an inheritance from a deceased loved one, you might be concerned about whether someone can sue for your...
by Susan Grissom | Feb 18, 2025 | Business, Corporate, Estate Planning
The transition of your family business to the next generation is a complex process that requires careful planning and communication. Having a well-structured succession plan can mean the difference between a seamless transfer of a family business and costly legal...
