by Susan Grissom | Feb 18, 2025 | Business, Corporate, Estate Planning
The transition of your family business to the next generation is a complex process that requires careful planning and communication. Having a well-structured succession plan can mean the difference between a seamless transfer of a family business and costly legal...
by Susan Grissom | Feb 11, 2025 | Estate Planning, Probate, Wills & Trust
If you’re planning your estate, it’s important to understand that some expenses must be paid before your beneficiaries can receive their inheritance. In Georgia, certain costs—like funeral expenses, debts, and taxes—take priority and must be settled first. Knowing...
by Susan Grissom | Feb 4, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
A Power of Attorney (POA) is a legal document that allows you to designate someone to act on your behalf in various matters, such as financial, legal, and medical decisions. You, as the person granting this authority, are referred to as the principal, while the person...
by Susan Grissom | Jan 28, 2025 | Elder Care, Estate Planning
As we age, planning for future medical and long-term care needs becomes increasingly important. For many seniors, one of the most significant financial concerns is the potential cost of long-term care. In Georgia, the average cost of nursing home care can easily...
by Susan Grissom | Jan 21, 2025 | Elder Care
Choosing a long-term care facility for aging parents is one of the most important decisions families can face. With a wide range of options and varying levels of care, it can be overwhelming to find a facility that meets both medical and emotional needs. Selecting the...
by Susan Grissom | Jan 14, 2025 | Estate Planning, Wills & Trust
For individuals in Georgia, estate planning is not only an opportunity to protect and transfer wealth but also a chance to leave a lasting legacy through charitable giving. Thoughtfully incorporating charitable donations into your estate plan can support the causes...
by Susan Grissom | Jan 7, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Inheritance can be a complex and emotional topic, particularly when deciding how to pass on your share of an estate. A common question people ask when planning their estate is whether they can leave their share of an inherited estate to their spouse. The short answer...
by Susan Grissom | Dec 31, 2024 | Estate Planning, Wills & Trust
As we look toward 2025, changes to gift and estate tax laws are on the horizon, and these changes could have significant financial implications for estate planning. The current federal estate and gift tax exemptions are at their highest levels, but this will not last...
by Susan Grissom | Dec 24, 2024 | Estate Planning
As we wrap up 2024, I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2024! I also want to wish each of you Happy Holidays! Without you our success would not be possible. Thank you! I wish...
by Susan Grissom | Dec 17, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
With the rise of online tools and templates, many people consider creating their own estate plans without the help of an attorney. While a DIY estate plan can save time and money, it may not provide the comprehensive protection and clarity your family needs during...
