by Susan Grissom | May 5, 2020 | Estate Planning, Wills & Trust
When you have minor children, children who are just reaching their adult years, or a new spouse, you want to know the best way to include them in your estate plan. One way to provide for your children and ensure their inheritance lasts as long as possible is to create...
by Madalyn Davis | Apr 28, 2020 | Estate Planning
As we all adjust to remote work and living life in quarantine, our “new normal”, it’s important to keep in mind some of the following: The IRS pushed the deadline for filing 2019 taxes, including gift tax returns. The filing date has been extended from...
by Madalyn Davis | Apr 21, 2020 | Estate Planning
During these trying times of quarantine and sheltering in place, it is important that we take stock of what we have and ways to keep our spirits up! If you are like us, many of you are working remotely or alternating days to cover the office and we are looking for...
by Susan Grissom | Apr 14, 2020 | Estate Planning, Wills & Trust
Few conversations with your family and friends are as important as the one that includes your end-of-life plans. As important as this conversation is, it can also be an extremely sensitive and difficult one to initiate. Part of planning your estate is making your...
by Susan Grissom | Apr 7, 2020 | Estate Planning, Wills & Trust
As the first quarter of 2020 draws to a close and perhaps your new year’s resolutions have been forgotten, now is a great time to get your affairs in order. If you haven’t already done so, now is the right time to make your end-of-life wishes clear and to put specific...
by Susan Grissom | Mar 31, 2020 | Estate Planning
Ensuring the future of your minor children is an important part of planning your estate. If you have adult children with physical or cognitive impairments, you also need to include plans for their future in the planning of your estate. Providing for the future of...
by Susan Grissom | Mar 24, 2020 | Estate Planning, Wills & Trust
One of the most dramatic scenes often depicted on television and in movies shows a family gathered around an attorney for the reading of a loved one’s will. That scene has been portrayed so often, many people assume it is the one and only way the contents of a will...
by Madalyn Davis | Mar 17, 2020 | Estate Planning, Wills & Trust
You have just welcomed a new addition, a baby, into the world! It’s exciting, it’s exhausting, and it’s a little bit terrifying. After a few weeks, or months, when your life starts to settle into a new routine with this tiny human, and your brain has...
by Madalyn Davis | Mar 10, 2020 | Estate Planning
What do you do with that Timeshare you bought years ago but almost never end up using? Selling a timeshare is not as easy as hiring a real estate agent and waiting for someone to put an offer to purchase it like a home. While we don’t assist in selling timeshare...
by Madalyn Davis | Mar 3, 2020 | Wills & Trust
Most people aren’t aware that a Will they wrote prior to a marriage or the birth of a child is likely revoked, at least in part, and no longer leaves their estate as their Will states. Let’s look at two scenarios, one the results of a marriage after writing a Will and...
