by Susan Grissom | Jun 7, 2024 | Estate Planning
What is the difference between a wills based plan and a trust based plan? In this video, Susan Grissom, a Georgia Estate Planning & Wealth Preservation attorney discusses the differences between a wills based plan and a trust based plan. For more information call...
by Susan Grissom | Jun 4, 2024 | Estate Planning
Estate planning often involves carefully thinking about how you’ll distribute your assets to future generations. You might want to leave something for your grandchildren or even younger beneficiaries, but there are taxes to consider. The Generation-Skipping...
by Susan Grissom | May 28, 2024 | Probate
Going through the probate process can be a challenging task, especially when it comes to identifying probate assets. Probate assets are those that are subject to the probate court’s jurisdiction and are typically distributed according to the terms of the...
by Susan Grissom | May 21, 2024 | Estate Planning, Probate
Transferring business assets during probate is a multifaceted process that requires understanding of legal intricacies and thoughtful consideration of various factors. Probate, the legal process of administering a deceased person’s estate, can be particularly...
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...
