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...
by Susan Grissom | Dec 10, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
Estate planning is often seen as a task that can be postponed, but its importance cannot be overstated. A well-planned estate is one of the most generous gifts you can leave your loved ones, providing them with clarity and security during what will inevitably be a...
by Susan Grissom | Dec 3, 2024 | Estate Planning, Probate
As a homeowner, you might be considering adding your children to your deed to avoid the probate process after you pass away. This decision has significant legal and financial implications that should be carefully considered. Below, we explore the pros and cons of...
by Susan Grissom | Nov 26, 2024 | Estate Planning
Happy Thanksgiving! Cambridge Dictionary includes gratitude among the synonyms for thanksgiving. Thanksgiving is a holiday to express gratitude, a feeling of appreciation for what one has. As I reflect on 2024, I wish to express my gratitude and thankfulness to our...
by Susan Grissom | Nov 19, 2024 | Elder Care, Estate Planning
As we age, concerns about cognitive health become increasingly important. Two terms often used interchangeably but that have distinct meanings are Alzheimer’s disease and dementia. Understanding the differences between Alzheimer’s disease and dementia is important,...
by Susan Grissom | Nov 12, 2024 | Business
Running a business with a partner can be highly rewarding, but it can also present challenges. Sometimes, circumstances change and the need to buy out your business partner becomes the best course of action. Recognizing the signs that indicate it’s time for a...
