by Susan Grissom | Aug 28, 2018 | Estate Planning
Everyone considering passing along their hard-earned wealth to their children or grandchildren should know about and understand the benefits of the stepped-up basis loophole. Congress makes this tax advantage available to families who carefully build wealth through...
by Susan Grissom | Jun 19, 2018 | Elder Care, Estate Planning
Your role as parent has meant a lifetime of caring for your children. As you age, though, those roles are sometimes reversed, and your children may find themselves in the role of caregiver. Before you reach that critical turning point, it’s a good idea to make your...
by Susan Grissom | Jun 12, 2018 | Elder Care
A sad truth about scammers and con artists is that they often prey on senior citizens. Far too many seniors frequently fall for online and offline scams that rob them of their time and money. Sit down with your mom and dad and discuss with them what makes a scam a...
by Susan Grissom | Jun 5, 2018 | Business, Estate Planning
As a business owner, you already know the importance of protecting your personal and business assets and commodities. Did you know that as a business owner you can use estate planning to protect your business interests and to protect your family? Your business...
by Susan Grissom | May 29, 2018 | Estate Planning, Wills & Trust
As parents, you take the responsibility of your 18-year-old’s future seriously. Now is the time to sit your son or daughter down and have a serious talk with them. Plan to discuss their health and health care directives, current and future finances, pending...
