by Susan Grissom | Jan 4, 2022 | Estate Planning, Probate
Many misconceptions and myths surrounding probate and estate plans circulate through families, gossip at the coffee shop, or talk among friends. Some of these misconceptions can cause a lot of trouble for during your lifetime and for your family after you pass....
by Susan Grissom | Dec 28, 2021 | Wills & Trust
There are a variety of ways to leave gifts in your estate plan, via a Will or a Trust. Finding the best way to leave a gift to a specific person or group of people, depends on the asset, the person receiving the gift, and your goals. Specific Gifts When you name a...
by Susan Grissom | Dec 7, 2021 | Elder Care, Estate Planning, Probate, Wills & Trust
One of the first questions we receive from families when a loved one dies, is who can access the decedent’s bank account to pay bills or to see what is being drafted from the account. This question is not one that is easily answered, because whether the account...
by Susan Grissom | Nov 30, 2021 | Estate Planning, Wills & Trust
When a person dies intestate – without a will, a family member can file a Petition stating that no administration is necessary. This allows smaller estates to avoid the probate process. The person must file the petition and pay the filing fees in addition to some...
by Susan Grissom | Nov 23, 2021 | Business
Happy Thanksgiving! Many years ago, I attended a Bible Study that challenged the attendee to take time daily to reflect on the many blessings you have received because doing so would put the challenges of the day into perspective. I began doing that and continue to do...