by Susan Grissom | Jun 4, 2024 | Estate Planning
Estate planning often involves carefully thinking about how you’ll distribute your assets to future generations. You might want to leave something for your grandchildren or even younger beneficiaries, but there are taxes to consider. The Generation-Skipping...
by Susan Grissom | May 28, 2024 | Probate
Going through the probate process can be a challenging task, especially when it comes to identifying probate assets. Probate assets are those that are subject to the probate court’s jurisdiction and are typically distributed according to the terms of the...
by Susan Grissom | May 21, 2024 | Estate Planning, Probate
Transferring business assets during probate is a multifaceted process that requires understanding of legal intricacies and thoughtful consideration of various factors. Probate, the legal process of administering a deceased person’s estate, can be particularly...
by Susan Grissom | May 14, 2024 | Estate Planning, Probate
The loss of a loved one is a difficult time, and the probate process can add an extra layer of complexity. As your estate is settled, legal documents may come your way, and understanding them is crucial. One such document you might encounter is a Probate Waiver of...
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...