by Susan Grissom | Mar 24, 2020 | Estate Planning, Wills & Trust
One of the most dramatic scenes often depicted on television and in movies shows a family gathered around an attorney for the reading of a loved one’s will. That scene has been portrayed so often, many people assume it is the one and only way the contents of a will...
by Susan Grissom | Feb 25, 2020 | Estate Planning, Wills & Trust
Have you wondered what your attorney means when they refer to a HEMS standard but you did not ask? Often a trust will contain language that limits a Trustee’s ability to give money to a beneficiary and contains the words “health, education, maintenance, and support,”...
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...
