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!...
by Susan Grissom | Dec 22, 2020 | Probate
Have you heard of someone disclaiming their inheritance and wondered what that means and why they would do so? There are times and reasons when an heir or beneficiary wishes to renounce or disclaim all or part of an inheritance from an estate, i.e., refuses to accept...
by Susan Grissom | Dec 15, 2020 | Probate
After all creditors have been paid, taxes filed, assets sold, and distributions made, it is time to close the estate. Closing the estate prevents creditors from coming forward to make a claim against the estate at a later date. Although the debtor and creditor period...
by Susan Grissom | Dec 8, 2020 | Probate
After all the assets have been gathered, the estate’s creditors have been paid, and taxes have been filed, the Executor or Administrator can begin to make distributions. If there was a Will, the Executor will make the distributions according to the Will. The Executor...
by Susan Grissom | Dec 1, 2020 | Probate
Once the Executor or Administrator has received their Letters, obtained an EIN, and opened a bank account for the estate, it’s time to marshal the assets. Marshalling the assets simply means finding everything the decedent owned and consolidating it into the estate’s...
by Susan Grissom | Nov 24, 2020 | Estate Planning
Happy Thanksgiving! As I take the time this week to reflect on my blessings, I would also like to take the opportunity to tell each of our clients and partners thank you! We count you, our clients and partners, among the blessings we have received! The dictionary...
by Susan Grissom | Nov 17, 2020 | Probate
In our last blog, we discussed the Petition to begin Probate. After the Petition is submitted and accepted by the court, the person who will be administering the estate (the Executor, Administrator or Personal Representative), will go to the courthouse and take an...
