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...
by Susan Grissom | Jan 31, 2023 | Estate Planning, Wills & Trust
There are many reasons to use a trust, revocable or irrevocable, as a part of an estate plan. One of the most frequent reasons is the avoidance of probate, particularly when real property is involved in multiple states. In the last 2 blogs, we have focused on updating...
by Susan Grissom | Jan 24, 2023 | Estate Planning, Wills & Trust
When your estate plan includes a trust with the goal of avoiding probate, it is important that each of your financial accounts are updated to accomplish that goal. Last week we discussed savings bonds. This week we are focused on bank accounts and brokerage accounts...
by Susan Grissom | Jan 17, 2023 | Estate Planning, Wills & Trust
Savings bonds are accrual-type securities that have been offered by the United States Department of the Treasury since 1935. They can be purchased for yourself or given as gifts. Because of the simplicity, low risk, and predictable interest rate, savings bonds...
by Susan Grissom | Jan 10, 2023 | Estate Planning
One of the essential things adults need to do — regardless of age — is to prepare an estate plan. A typical estate plan includes a Last Will and Testament, a Financial Power of Attorney, and an Advance Directive for Healthcare, and it may include one or...
