by Susan Grissom | May 14, 2024 | Estate Planning, Probate
The loss of a loved one is a difficult time, and the probate process can add an extra layer of complexity. As your estate is settled, legal documents may come your way, and understanding them is crucial. One such document you might encounter is a Probate Waiver of...
by Susan Grissom | May 7, 2024 | Corporate
As of January 1, 2024, the Corporate Transparency Act (CTA) has ushered in a major shift in U.S. business ownership. The CTA aims to enhance transparency by requiring the identification of “beneficial owners” for a wide range of...
by Susan Grissom | Apr 30, 2024 | Estate Planning
Your trusty watercraft holds memories of sun-kissed skin, salty laughter, and adventures on open waters. But what happens when life changes and you want to secure its future for loved ones? Retitling watercraft into a trust can be a strategic move for many...
by Susan Grissom | Apr 23, 2024 | Estate Planning, Wills & Trust
Owning a dock often conjures images of peaceful sunsets, tranquil escapes and lazy summer afternoons casting lines into the water. It comes with a unique set of considerations, including the ownership and management of dock permits. But what happens when...
by Susan Grissom | Apr 16, 2024 | Estate Planning
Estate planning is not just about distributing your assets among loved ones; it’s also an opportunity to leave a lasting impact on causes you care about. Charitable planning involves incorporating charitable giving into your estate plan, whether through...
by Susan Grissom | Apr 9, 2024 | Estate Planning
Imagine having the power to motivate and inspire your loved ones even after you’re no longer around. An incentive trust is a powerful tool that allows you to do just that. While traditional trusts provide financial security and asset distribution, an incentive...
by Susan Grissom | Apr 2, 2024 | Estate Planning, Probate
Today, we’re diving into a complex and often emotionally charged topic: blended families and their inheritance rights. Join us as we shed light on a scenario that might resonate with many of you. Imagine this: your father, a kind and loving soul, found happiness...
by Susan Grissom | Mar 26, 2024 | Estate Planning
Being self-employed comes with a unique set of responsibilities and freedoms. As a self-employed individual, you’re not only the owner but often the sole operator of your business. This dynamic presents both opportunities and challenges, particularly when it...
by Susan Grissom | Mar 19, 2024 | Estate Planning
Life insurance is important to have but imagine a life insurance policy that doesn’t pay out until both covered individuals have passed away. Sounds unusual, right? That’s the essence of a second-to-die life insurance policy, also known as survivorship...
by Susan Grissom | Mar 12, 2024 | Estate Planning
Contemplating the protection and management of your residence often leads to questions about whether to place it within a Limited Liability Company (LLC). This consideration involves weighing legal, financial, and personal factors to determine the best course of...
