by Susan Grissom | Feb 4, 2020 | Business, Corporate
Our last four blogs have focused on changes that affect individuals resulting from the new SECURE Act; however, the changes were not limited to individuals. There are a number of provisions focused on small business and designed to motivate small businesses to offer...
by Susan Grissom | Jan 28, 2020 | Estate Planning
Our previous three blogs have focused on changes to retirement accounts resulting from the new SECURE Act; however, the changes were not limited to retirement accounts. Another change resulting from the SECURE Act is a reduction in the “Kiddie Tax” rate. The “Kiddie...
by Susan Grissom | Dec 31, 2019 | Estate Planning
Each year, as December 31st approaches, I consider the things I hope to accomplish next year and document my New Year’s Resolutions. I typically include at least one goal / resolution that is focused on finances, one focused on health or wellness, and one focused on...
by Susan Grissom | Dec 24, 2019 | Estate Planning
The Holidays provide an opportunity to look back on the year and remember those who are important to us. As 2019 comes to a close, I wish to take an opportunity to thank our clients and referral partners for a great year and to wish each of you Happy Holidays! I am...
by Susan Grissom | Sep 24, 2019 | Estate Planning, Wills & Trust
Creating an estate plan defines who receives your property after your death. Among other things, it allows you to decide on the distribution of your assets, appoint an executor and trustees to carry out your wishes, and appoint guardians for your minor children. An...
