by Susan Grissom | Sep 3, 2024 | Estate Planning
As 2026 approaches, significant changes to the federal estate tax laws are on the horizon, potentially impacting your estate planning strategies. These changes necessitate a review of your current plan to ensure it remains effective and aligns with the new...
by Susan Grissom | Aug 27, 2024 | Estate Planning, Probate
Estate planning involves a variety of tools to ensure that your assets are distributed according to your wishes after you pass away. One such tool available in many states is the Transfer on Death (TOD) deed, which offers a streamlined way to transfer real estate...
by Susan Grissom | Aug 20, 2024 | Estate Planning, Wills & Trust
Planning for the future involves more than just financial security—it also means making sure your wishes are honored after you are gone. This process can be emotionally charged and legally complex, but taking the right steps can provide peace of mind for you and your...
by Susan Grissom | Aug 16, 2024 | Estate Planning
In this video, Susan Grissom, a Georgia Estate Planning & Wealth Preservation attorney, discusses what it means to fund a trust. Funding your trust involves transferring assets into the trust, ensuring that those assets are managed and distributed according to the...
by Susan Grissom | Aug 13, 2024 | Estate Planning
Estate planning is an important step in securing your loved ones’ financial future. One key component for married couples is the estate tax marital deduction. In Georgia, like in other states, this provision plays an important role in ensuring that spouses can...
by Susan Grissom | Aug 6, 2024 | Elder Care
In today’s digital age, scams targeting seniors are becoming increasingly sophisticated and prevalent. Unfortunately, older adults are often seen as easy targets due to their trusting nature, potential isolation, and sometimes limited technological proficiency....
by Susan Grissom | Jul 30, 2024 | Estate Planning
A well-crafted Will forms the foundation of a secure estate plan. It clearly outlines your wishes for asset distribution after your passing. When planning your estate, it’s essential to ensure all your assets, including those in foreign countries, are properly...
by Susan Grissom | Jul 23, 2024 | Estate Planning, Special Needs Trust
A special needs trust (SNT) is a powerful legal tool designed to benefit individuals with disabilities by preserving their eligibility for government assistance programs like Medicaid and SSI while ensuring they have access to additional resources. But can you create...
by Susan Grissom | Jul 16, 2024 | Estate Planning, Probate
When a loved one passes away, managing their financial affairs, including accessing their pension benefits, can be a complex and sensitive task. One common question is whether a beneficiary can change a deceased person’s information without going through probate to...
by Susan Grissom | Jul 9, 2024 | Estate Planning
When it comes to estate planning, it can get confusing, especially when it comes to who inherits what and the distribution of the assets. Two common methods for distributing assets to beneficiaries are per capita and per stirpes. Each method has its own meanings and...
