by Susan Grissom | Mar 2, 2021 | Estate Planning
Georgia abolished its estate tax in 2014. However, you might still have to pay federal estate taxes, depending on the size of your estate. The exemption amount has increased over the years. In 2005, if the value of your prior taxable gifts and gross assets were over...
by Madalyn Davis | Feb 23, 2021 | Estate Planning, Wills & Trust
Once clients get a draft of their estate plan, the most frequent comment is “I tried to read it, but some of it was legal gibberish.” While we try to make our legal documents as straight forward and clear as possible, to make them as legally effective as...
by Madalyn Davis | Feb 16, 2021 | Estate Planning, Wills & Trust
Creating an estate plan when you have minor children brings special considerations and concerns. Everyone wants to create a secure future for their children, but few often plan carefully for it. Here are some of the reasons an estate plan is so important with minor...
by Susan Grissom | Feb 9, 2021 | Estate Planning, Wills & Trust
When creating joint revocable trusts, clients try to plan for every possible future scenario. Many times, clients wonder what would happen in the event of their divorce, or if the one spouse passes and the surviving spouse re-marries. Trust documents can be written to...
by Madalyn Davis | Feb 2, 2021 | Estate Planning, Wills & Trust
Committed partnerships between couples who are not married, but who often share a residence, finances, and, most importantly, mutual goals for a future, require special estate planning. Traditional plans are designed for married couples or individuals, but there are...
by Madalyn Davis | Jan 26, 2021 | Estate Planning, Wills & Trust
At Grissom Law, we work to create estate plans, not just estate documents. The difference is the holistic approach we take in working with our clients’ CPA, financial advisor, insurance agents, nursing homes, and being partners for future needs as well. Part of our...
by Susan Grissom | Jan 19, 2021 | Estate Planning, Wills & Trust
As part of the estate planning process, you will be asked to provide information typically by filling out a questionnaire. While every office has a different questionnaire, some elements are universal and the information can seem to pry into very personal aspects of...
by Susan Grissom | Jan 12, 2021 | Estate Planning, Wills & Trust
Estate planning is not just about avoiding taxes or for those who want to pass on wealth, there are many other purposes for making an estate plan. We recommend a well-made estate plan for all of the following reasons: Making sure you pass property to the intended...
by Susan Grissom | Jan 5, 2021 | Elder Care, Estate Planning, Wills & Trust
Happy New Year! As we start a new year, many of us take time to reflect on the previous year and to set goals for the new year. If you are like me, you are looking forward to 2021 and to accomplishing a number of things, call them resolutions, goals or aspirations....
by Susan Grissom | Dec 29, 2020 | Estate Planning
2020 has been a tough year. As the year comes to a close, I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2020! I also wish to wish each of you Happy Holidays and much happiness in 2021!...
