by Susan Grissom | May 7, 2024 | Corporate
As of January 1, 2024, the Corporate Transparency Act (CTA) has ushered in a major shift in U.S. business ownership. The CTA aims to enhance transparency by requiring the identification of “beneficial owners” for a wide range of...
by Susan Grissom | Apr 30, 2024 | Estate Planning
Your trusty watercraft holds memories of sun-kissed skin, salty laughter, and adventures on open waters. But what happens when life changes and you want to secure its future for loved ones? Retitling watercraft into a trust can be a strategic move for many...
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...
