by Susan Grissom | Oct 24, 2023 | Estate Planning, Wills & Trust
When it comes to estate planning and passing on wealth to the next generation, minimizing taxes and maximizing the inheritance is a common goal for many individuals. One crucial strategy to achieve this objective is through a concept known as “Step-Up in...
by Susan Grissom | Oct 17, 2023 | Estate Planning, Wills & Trust
Every October, we observe National Estate Planning Awareness Month, a time dedicated to highlighting the critical importance of having an estate plan in place. Estate planning is often a topic that people put off or overlook, but it’s an essential step for...
by Susan Grissom | Oct 10, 2023 | Estate Planning
A common question we are asked by clients when a loved one passes is, “Does the Will or Trust overrides the beneficiary designation on accounts?” In the realm of estate planning, Wills, trusts and beneficiary designations are commonly used tools to ensure the smooth...
by Susan Grissom | Oct 3, 2023 | Estate Planning
When it comes to managing assets and planning for the future, it’s crucial to have a clear understanding of various legal designations related to ownership and asset transfer upon death. Four commonly used terms are POD (Payable on Death), TOD (Transfer on...
by Susan Grissom | Sep 26, 2023 | Estate Planning, Probate, Wills & Trust
Probate is the legal process that occurs after an individual passes away, during which their assets are distributed to the rightful beneficiaries or heirs. It is an essential process for settling an estate and ensuring the deceased’s wishes are carried out....
by Susan Grissom | Sep 19, 2023 | Estate Planning, Probate
When we work with clients to probate a loved one’s estate, we are often asked, “Why does probate take so long?” Probate is a legal process through which a deceased person’s assets and liabilities are settled, and their estate is distributed to...
by Susan Grissom | Sep 12, 2023 | Probate
We are asked many times, “Who will receive notice of the probate of my loved one’s estate or Will? Probate is the legal process through which a deceased person’s assets are distributed to their beneficiaries according to their Will or to their heirs, if there is...
by Susan Grissom | Sep 5, 2023 | Estate Planning, Wills & Trust
When it comes to owning a home, there’s no greater feeling of security and accomplishment than knowing you have a place to call your own. In Georgia, as in many other states across the United States, homeowners are offered a valuable benefit known as the...
by Susan Grissom | Aug 29, 2023 | Estate Planning
You might have heard recently about a book and new home improvement TV series called “The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter”. The book by author Margareta Magnusson has been passed around at our...
by Susan Grissom | Aug 22, 2023 | Estate Planning, Wills & Trust
When it comes to marriage and financial planning, two commonly discussed legal tools are estate plans and prenuptial agreements (prenups). While some people may hold the belief that an estate plan can replace a prenuptial agreement, it is important to understand that...
