by Susan Grissom | Dec 11, 2018 | Estate Planning
As 2019 approaches, you’ll hear friends and family set goals, make annual plans, and make resolutions. You can combine all three by creating an estate plan. Creating an estate plan means deciding now what will happen to your property and your assets during your...
by Susan Grissom | Dec 4, 2018 | Business, Corporate, Estate Planning
As 2018 draws to a close, now is the ideal time to take advantage of the tax strategies and tax-deferred growth opportunities in your charitable-giving and year-end tax planning as well as to revisit your estate plan to ensure it incorporates the latest changes to tax...
by Madalyn Davis | Nov 27, 2018 | Estate Planning, Wills & Trust
During this season we give thanks for the love and blessings that surround us and our focus turns to the things we cherish. This is a great time to discuss estate planning and leaving your legacy. While no one looks forward to talking about the end of their life,...
by Susan Grissom | Nov 20, 2018 | Estate Planning
More Americans than ever are choosing to stay single and/or childless. More than 20% of adults 25 or older as of 2012 have never married. While the number of women pursuing higher education and careers is higher than ever, so are the number of women over 40 who have...
by Madalyn Davis | Nov 13, 2018 | Estate Planning, Wills & Trust
An ILIT is short for Irrevocable Life Insurance Trust. This kind of trust owns a life insurance policy and is commonly used to bypass estate taxes. These days, the current estate tax rate is $11.2 million a person, which means few clients need to be concerned about...
by Susan Grissom | Nov 6, 2018 | Wills & Trust
When you’ve had all the appropriate conversations with a family member and you are certain they have created a Will, it gives you peace of mind. When they pass away, and their Will or other important paperwork is seemingly impossible to locate, your peace of mind is...
by Madalyn Davis | Oct 30, 2018 | Estate Planning
I/We need to do that!” Is the most common thing I hear when talking to people about estate planning. Unfortunately, life doesn’t make it easy for us, with jobs, kids, chores, and all of the unexpected curves. Add to that the fact that the topic of death is...
by Susan Grissom | Oct 23, 2018 | Special Needs Trust, Wills & Trust
Parents have a natural desire to secure the future of their children. Because special needs children often live with their parents longer and rely on them more heavily, parents of special needs children have an additional concern – who will take care of my special...
by Susan Grissom | Oct 16, 2018 | Estate Planning, Wills & Trust
An estate planning is a necessity for everyone. When you pass away, you want your assets to go where you want them to go, not where a court decides they should go. In addition to naming beneficiaries and distributing your property and belongings, an estate plan can...
by Susan Grissom | Oct 9, 2018 | Estate Planning
Most of us are leery of taxation, of paying more than our fair share of taxes, and of seeing our tax dollars seemingly wasted. Taxes seem to rise constantly, making it hard to understand why the government is entitled to a portion of your money during your lifetime...
