by Madalyn Davis | Jan 8, 2019 | Estate Planning, Wills & Trust
I am amazed at how many people ask me, “Can’t I just write my Will myself or use some online tool to make one? Why do I need to pay you?”. The answer lies not in the ability to make a written document, but whether that DIY document will actually achieve what you want...
by Madalyn Davis | Jan 1, 2019 | Estate Planning
Most often when talking to friends, colleagues, or new acquaintances, I am asked what I do, and when I tell them that I create Wills and Trusts, I generally get one of two responses: 1) I need to do that, or 2) I’ve already done that. The first one is easy to fix, I...
by Susan Grissom | Dec 25, 2018 | Estate Planning
As 2018 comes to a close, I wish to take an opportunity to thank our clients and referral partners for a great year and to wish each of you Happy Holidays! At the end of each year, we are able to look back and see the highs and lows that occurred during the year. As...
by Madalyn Davis | Dec 18, 2018 | Estate Planning
It’s that time of year when charitable giving is at its highest. However, despite the best of intentions, not all giving is created equal. In addition to lending a helping hand, there are certain ways to give that can reduce your taxes through cuts and credits, while...
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...
