by Susan Grissom | Jul 12, 2022 | Estate Planning, Wills & Trust
With the uncertainty of estate and gift tax law changes on the horizon, people are looking for ways to save money. Spousal Lifetime Access Trust(s) (SLATs) are nothing new, but they are getting more attention. If the laws do not change before 2025, the gift and estate...
by Susan Grissom | Jul 5, 2022 | Estate Planning, Wills & Trust
When planning your estate, you have several choices in trusts to reduce the taxes on your estate after you die. A Qualified Personal Residence Trust (QPRT) is one such vehicle. The QPRT is an irrevocable trust with an expiration date. It allows you to transfer your...
by Susan Grissom | Jun 28, 2022 | Uncategorized
As an attorney, a large part of my job is working with clients to ensure that they understand their options and the plan we work with them to create. Over the next several weeks, our blogs will focus on providing general information about different trusts and entities...
by Susan Grissom | Jun 21, 2022 | Estate Planning, Wills & Trust
After moving to a new state, one of the first things you should do is meet with an attorney to determine if an update to your estate plan is needed. Every state has its own laws regarding estate planning. Documents such as powers of attorney, advance directives and...
by Susan Grissom | Jun 14, 2022 | Estate Planning, Wills & Trust
The love of a grandparent for a grandchild is a special love. If you are a grandparent and considering making gifts to your grandchildren, there are several options for doing so. In this blog, we touch on a few of them. Education and Medial Costs. While the IRS limits...
