by Susan Grissom | Oct 17, 2023 | Estate Planning, Wills & Trust
Every October, we observe National Estate Planning Awareness Month, a time dedicated to highlighting the critical importance of having an estate plan in place. Estate planning is often a topic that people put off or overlook, but it’s an essential step for...
by Susan Grissom | Oct 10, 2023 | Estate Planning
A common question we are asked by clients when a loved one passes is, “Does the Will or Trust overrides the beneficiary designation on accounts?” In the realm of estate planning, Wills, trusts and beneficiary designations are commonly used tools to ensure the smooth...
by Susan Grissom | Oct 3, 2023 | Estate Planning
When it comes to managing assets and planning for the future, it’s crucial to have a clear understanding of various legal designations related to ownership and asset transfer upon death. Four commonly used terms are POD (Payable on Death), TOD (Transfer on...
by Susan Grissom | Sep 26, 2023 | Estate Planning, Probate, Wills & Trust
Probate is the legal process that occurs after an individual passes away, during which their assets are distributed to the rightful beneficiaries or heirs. It is an essential process for settling an estate and ensuring the deceased’s wishes are carried out....
by Susan Grissom | Sep 19, 2023 | Estate Planning, Probate
When we work with clients to probate a loved one’s estate, we are often asked, “Why does probate take so long?” Probate is a legal process through which a deceased person’s assets and liabilities are settled, and their estate is distributed to...
