by Susan Grissom | Feb 1, 2016 | Elder Care, Estate Planning, Wills & Trust
The IRS has announced that the basic estate tax exemption amount for the estates of decedents dying during calendar year 2016 will be $5.45 million, up from $5.43 million for calendar year 2015. For married couples, the combined total is now $10.9 million. It is...
by Susan Grissom | Jan 18, 2016 | Business, Corporate
It’s the start of a new year and a good time to review your corporate records to ensure that you have fulfilled your legal requirements and that the records reflect the current state of your business. The following are a few of documents that you should review...
by Susan Grissom | Jan 4, 2016 | Elder Care, Estate Planning, Wills & Trust
Every year, many people make New Year’s resolutions. If you intend to make a New Year’s resolution, consider a resolution that would benefit your family and resolve to update your estate plan or if you don’t have an estate plan, to complete one in 2016. A review of...
by Susan Grissom | Dec 15, 2015 | Elder Care, Estate Planning, Wills & Trust
As a part of preparing or updating an estate plan, many clients change the title to their real property either transferring their residences into their revocable living trusts or updating how the property is titled between spouses to avoid probate. When the deed is...
by Susan Grissom | Dec 1, 2015 | Elder Care, Estate Planning, Wills & Trust
If you’re like most people, you have the best of intentions with regard to how you want your estate distributed when you die or your affairs handled should you become incapacitated. Unfortunately, without proper planning, your best intentions may not be enough. Here...
