by Susan Grissom | Dec 25, 2018 | Estate Planning
As 2018 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! At the end of each year, we are able to look back and see the highs and lows that occurred during the year. As...
by Susan Grissom | Dec 11, 2018 | Estate Planning
As 2019 approaches, you’ll hear friends and family set goals, make annual plans, and make resolutions. You can combine all three by creating an estate plan. Creating an estate plan means deciding now what will happen to your property and your assets during your...
by Susan Grissom | Dec 4, 2018 | Business, Corporate, Estate Planning
As 2018 draws to a close, now is the ideal time to take advantage of the tax strategies and tax-deferred growth opportunities in your charitable-giving and year-end tax planning as well as to revisit your estate plan to ensure it incorporates the latest changes to tax...
by Susan Grissom | Nov 20, 2018 | Estate Planning
More Americans than ever are choosing to stay single and/or childless. More than 20% of adults 25 or older as of 2012 have never married. While the number of women pursuing higher education and careers is higher than ever, so are the number of women over 40 who have...
by Susan Grissom | Nov 6, 2018 | Wills & Trust
When you’ve had all the appropriate conversations with a family member and you are certain they have created a Will, it gives you peace of mind. When they pass away, and their Will or other important paperwork is seemingly impossible to locate, your peace of mind is...
