by Susan Grissom | Mar 7, 2023 | Estate Planning
When creating an estate plan, you have several types of trusts to choose from. Almost everyone can find a trust that best meets their needs, including reducing taxes and protecting assets. A generation-skipping trust is a trust that passes your assets to your...
by Susan Grissom | Feb 28, 2023 | Estate Planning
When creating an estate plan, one of the benefits people look for is a way to protect assets from creditors, either theirs or those of their family. A Will does not protect your assets – it dictates your wishes and can include trusts that protect your beneficiary’s...
by Susan Grissom | Feb 21, 2023 | Estate Planning
A pour-over will is a will that works with a revocable or irrevocable trust. When you want to protect your privacy, one of the ways is to create a pour-over will and a trust. Instead of listing everything in the will, you fund the trust. The pour-over will refers to...
by Susan Grissom | Feb 14, 2023 | Estate Planning, Wills & Trust
This is part 5 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 4 blogs, we have focused on funding your trust with savings bonds, financial accounts, real property, and business interests to avoid probate. Today we will focus on...
by Susan Grissom | Feb 7, 2023 | Business, Estate Planning, Wills & Trust
This is part 4 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 3 blogs, we have focused on funding your trust with savings bonds, financial accounts and real property to avoid probate. Today we will focus on funding your trust with...
