by Susan Grissom | Aug 15, 2023 | Estate Planning
Have you ever wondered what happens to your investments when you pass away? It’s a question that often comes to mind when considering the future and the legacy we leave behind. While the topic may seem a bit morbid, understanding what happens to your investments...
by Susan Grissom | Aug 8, 2023 | Estate Planning, Probate
When it comes to estate matters, it’s generally best to avoid court involvement whenever possible. Court proceedings can be time-consuming, costly, and may not align with your wishes for asset distribution. There are a number of ways to avoid probate, including...
by Susan Grissom | Aug 1, 2023 | Estate Planning
Whether your adult child is in his or her first year or getting ready to start college 2nd semester in January, you should consider having certain documents in place. Once your child turns 18 years of age, they are an adult and you no longer have control over their...
by Susan Grissom | Jul 25, 2023 | Estate Planning
When it comes to estate planning, understanding the distinction between joint and separate property is crucial. The use of the terms Joint Property and Separate Property have meanings in instances of divorce, however, that is not the topic of this blog. Instead, these...
by Susan Grissom | Jul 18, 2023 | Estate Planning
Estate planning is not just about what happens to your assets after you pass away; it also involves strategies and measures to protect and manage your personal and business assets during your lifetime. Beyond the traditional perception of estate planning as a means to...
by Susan Grissom | Jul 11, 2023 | Estate Planning
Estate planning is a critical aspect of financial planning that is often overlooked by many Millennials. It involves creating a plan for the distribution of your assets and property after you die and planning for management of your assets and property if you become...
