by Susan Grissom | Jan 23, 2024 | Estate Planning
Welcoming a new generation into your family is a joyous occasion. While you may want to provide financial support for your grandchildren’s future, there are several ways to save and invest wisely to secure their financial well-being. Saving for your...
by Susan Grissom | Jan 21, 2024 | Uncategorized
The death of a loved one can be a deeply emotional time. If they owned a business, the additional complexities of probate can add significant stress. One crucial aspect to navigate is the transfer of business assets within the probate process. Understanding Probate...
by Susan Grissom | Jan 16, 2024 | Estate Planning
In the complex world of personal finance, navigating the intricacies of taxes, investments, and estate planning can be a daunting task. Whether you’re an individual seeking financial stability or a business owner aiming for long-term success, assembling the...
by Susan Grissom | Jan 9, 2024 | Estate Planning
The current estate and gift tax exemption of 2024 is $13,610,000.00 (or $27,220,000.00 for a couple). There is still a step-up in basis for inherited property and assets, and the annual gifting limits are higher than ever at $18,000.00 (or $36,000.00 for a couple) per...
by Susan Grissom | Jan 2, 2024 | Estate Planning
Creating an estate plan can be a daunting task for some individuals, but it is a necessary step in securing your assets and ensuring that your property is left to the beneficiaries of your choice. The importance of estate planning cannot be overstated, as it provides...
