by Susan Grissom | Nov 14, 2023 | Estate Planning, Probate, Wills & Trust
A revocable living trust is a powerful estate planning tool that provides individuals with control over their assets during their lifetime and ensures a smooth transfer of these assets to beneficiaries upon their passing. When a grantor of a revocable living trust...
by Susan Grissom | Oct 31, 2023 | Estate Planning, Probate, Wills & Trust
When a family member passes, there are a number of things that should be done, some require immediate attention and others can be taken care of in the weeks and months following the death. See our list of suggested steps you should consider doing following the death...
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...
