by Susan Grissom | Mar 24, 2026 | Estate Planning
When planning your financial legacy, understanding tax terms can make a real difference. One important concept that often comes up is “step up in cost basis.” But what does that mean, and why should you care? When someone inherits an asset, such as a home, stocks, or...
by Susan Grissom | Mar 17, 2026 | Business, Estate Planning
A 1031 exchange, also known as a like kind exchange under Section 1031 of the Internal Revenue Code, allows real estate investors to defer paying capital gains taxes when they sell an investment or business property and reinvest the proceeds into another qualifying...
by Susan Grissom | Mar 10, 2026 | Estate Planning
Estate planning often comes down to one important choice: proactive planning or reactive protection. Proactive planning means taking steps now, while you are still able, to decide who will handle your affairs if something unexpected happens. In proactive planning, a...
by Susan Grissom | Mar 3, 2026 | Estate Planning
Since January 1, 2026, important changes to 401(k) catch-up contributions have taken effect under the SECURE 2.0 Act and new IRS regulations, impacting how older workers save for retirement. Catch-up contributions allow individuals age 50 and older to contribute more...
by Susan Grissom | Feb 24, 2026 | Elder Care, Estate Planning
Families in Georgia often face hard choices when a loved one needs long-term care. The costs for nursing facilities, home care, or assisted living can be overwhelming. That is where Georgia Medicaid may offer real assistance and become a wise tool for elder law...
