by Susan Grissom | Dec 27, 2022 | Estate Planning
There is currently no estate tax in Georgia, it was abolished in 2014. However, you might still have to pay federal estate taxes, depending on the size of your estate. The exemption amount has increased over the years. In 2022, the federal estate tax exemption was...
by Susan Grissom | Dec 20, 2022 | Estate Planning
2022 is coming to a close and I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2022! I also wish to wish each of you Happy Holidays and much happiness in 2023! During 2022, Grissom...
by Susan Grissom | Dec 13, 2022 | Estate Planning
As we reach the end of 2022, I like to take time to review the goals I set for myself and determine if I have unmet goals that are still achievable. I also try to take time to meet with my advisors to make any adjustments that are needed to my financial plan and for...
by Susan Grissom | Dec 6, 2022 | Estate Planning
Each year, beginning in the fall, I start looking for gift ideas for my adult children. This year, I wish to share some ideas for gifts for adult children that I, my staff, our clients, and referral partners have come up with. I hope you find these ideas useful. The...
by Susan Grissom | Nov 29, 2022 | Probate
We work with our clients after the death of their loved ones and get many questions regarding social security and whether any of the survivors are entitled to continuing benefits. When loved ones pass away, there are lots of considerations, including what happens to...
