by Susan Grissom | Sep 17, 2019 | Estate Planning, Wills & Trust
Establishing an estate plan means sitting down with your lawyer to discuss the disposition of your property after your demise. An estate plan is the best way to put your financial affairs in your preferred order. It lets you ensure your assets go where you want them...
by Susan Grissom | Sep 10, 2019 | Estate Planning
Like most people, your estate plan probably includes leaving any real property you own to your family. That means you also want to leave them with as small a tax bill as possible on any property they inherit from you. Tax and estate planning can be complicated. Often,...
by Susan Grissom | Sep 3, 2019 | Estate Planning
When your child reaches their eighteenth birthday, they see it as crossing a threshold into adulthood. The law sees it that same way. When your son or daughter turns 18, they are suddenly legally in charge of their lives which means they can legally make their own...
by Susan Grissom | Aug 27, 2019 | Estate Planning
When most people hear the term QTIP, they think of the cotton swab. In legal terminology, a QTIP is a type of trust fund – a marital trust account that lets you provide for your spouse while also protecting assets for future generations. It’s often used in instances...
by Susan Grissom | Aug 20, 2019 | Estate Planning
Saving for retirement is a goal many people set. It’s a way to secure and safeguard a portion of your income to guarantee a comfortable living for your retirement years. Most people save for retirement using a vehicle known as an IRA. An IRA (individual retirement...
