by Susan Grissom | Dec 9, 2025 | Estate Planning
When planning your estate, there are tools designed to make transferring property to your heirs smooth and efficient. One of these tools is the Lady Bird Deed, also known as a Transfer on Death (TOD) Deed, a versatile option that is gaining recognition in several...
by Susan Grissom | Dec 2, 2025 | Estate Planning, Wills & Trust
When preparing a will, one of the most important decisions you make is choosing an executor. This is the person who will manage your estate, pay debts, and distribute assets according to your instructions. Some people consider naming more than one executor, creating...
by Susan Grissom | Nov 25, 2025 | Estate Planning
Happy Thanksgiving! Thanksgiving is an opportunity to slow down. Thanksgiving provides an opportunity to reflect on our blessings and enjoy time with family and friends. As we approach Thanksgiving this year, I hope that you have the opportunity to spend time with...
by Susan Grissom | Nov 18, 2025 | Estate Planning
Many couples choose to create a joint trust as part of their estate plan. A joint trust allows both spouses to place assets into one trust for management during their lifetimes and for distribution after death. While this structure can offer simplicity, questions...
by Susan Grissom | Nov 11, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Estate planning is designed to bring order, clarity, and security to the management of your assets. Yet without careful planning, conflicts of interest can arise, often leading to disputes among family members, fiduciaries, or even professional advisors. Understanding...
