by Susan Grissom | Jan 29, 2019 | Estate Planning
Creating an estate plan often means providing for more than family, friends, and loved ones. Are you a resident of the state of Georgia who wants to include giving to a charitable organization in your estate plan? It can be easier than you think to leave preferred...
by Susan Grissom | Jan 15, 2019 | Wills & Trust
Many people believe their estate will automatically go to their spouse upon their demise. As simple and reasonable as that may sound, the truth is far different. The harsh truth is that if you pass away without a will in place, the state of Georgia, not you, will...
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...
