by Susan Grissom | Jan 19, 2021 | Estate Planning, Wills & Trust
As part of the estate planning process, you will be asked to provide information typically by filling out a questionnaire. While every office has a different questionnaire, some elements are universal and the information can seem to pry into very personal aspects of...
by Susan Grissom | Jan 12, 2021 | Estate Planning, Wills & Trust
Estate planning is not just about avoiding taxes or for those who want to pass on wealth, there are many other purposes for making an estate plan. We recommend a well-made estate plan for all of the following reasons: Making sure you pass property to the intended...
by Susan Grissom | Jan 5, 2021 | Elder Care, Estate Planning, Wills & Trust
Happy New Year! As we start a new year, many of us take time to reflect on the previous year and to set goals for the new year. If you are like me, you are looking forward to 2021 and to accomplishing a number of things, call them resolutions, goals or aspirations....
by Susan Grissom | Dec 29, 2020 | Estate Planning
2020 has been a tough year. As the year comes to a close, I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2020! I also wish to wish each of you Happy Holidays and much happiness in 2021!...
by Susan Grissom | Dec 22, 2020 | Probate
Have you heard of someone disclaiming their inheritance and wondered what that means and why they would do so? There are times and reasons when an heir or beneficiary wishes to renounce or disclaim all or part of an inheritance from an estate, i.e., refuses to accept...
