by Susan Grissom | Mar 14, 2023 | Estate Planning
Many people love their animals and treat them as a member of the family. You might have one or more animals that may outlive you. You hope that someone in the family will take care of the pets, but you can’t always count on that – especially if you don’t...
by Susan Grissom | Mar 7, 2023 | Estate Planning
When creating an estate plan, you have several types of trusts to choose from. Almost everyone can find a trust that best meets their needs, including reducing taxes and protecting assets. A generation-skipping trust is a trust that passes your assets to your...
by Susan Grissom | Feb 28, 2023 | Estate Planning
When creating an estate plan, one of the benefits people look for is a way to protect assets from creditors, either theirs or those of their family. A Will does not protect your assets – it dictates your wishes and can include trusts that protect your beneficiary’s...
by Susan Grissom | Feb 21, 2023 | Estate Planning
A pour-over will is a will that works with a revocable or irrevocable trust. When you want to protect your privacy, one of the ways is to create a pour-over will and a trust. Instead of listing everything in the will, you fund the trust. The pour-over will refers to...
by Susan Grissom | Feb 14, 2023 | Estate Planning, Wills & Trust
This is part 5 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 4 blogs, we have focused on funding your trust with savings bonds, financial accounts, real property, and business interests to avoid probate. Today we will focus on...
by Susan Grissom | Feb 7, 2023 | Business, Estate Planning, Wills & Trust
This is part 4 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 3 blogs, we have focused on funding your trust with savings bonds, financial accounts and real property to avoid probate. Today we will focus on funding your trust with...
