by Susan Grissom | Feb 4, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
A Power of Attorney (POA) is a legal document that allows you to designate someone to act on your behalf in various matters, such as financial, legal, and medical decisions. You, as the person granting this authority, are referred to as the principal, while the person...
by Susan Grissom | Jan 28, 2025 | Elder Care, Estate Planning
As we age, planning for future medical and long-term care needs becomes increasingly important. For many seniors, one of the most significant financial concerns is the potential cost of long-term care. In Georgia, the average cost of nursing home care can easily...
by Susan Grissom | Jan 14, 2025 | Estate Planning, Wills & Trust
For individuals in Georgia, estate planning is not only an opportunity to protect and transfer wealth but also a chance to leave a lasting legacy through charitable giving. Thoughtfully incorporating charitable donations into your estate plan can support the causes...
by Susan Grissom | Jan 7, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Inheritance can be a complex and emotional topic, particularly when deciding how to pass on your share of an estate. A common question people ask when planning their estate is whether they can leave their share of an inherited estate to their spouse. The short answer...
by Susan Grissom | Dec 31, 2024 | Estate Planning, Wills & Trust
As we look toward 2025, changes to gift and estate tax laws are on the horizon, and these changes could have significant financial implications for estate planning. The current federal estate and gift tax exemptions are at their highest levels, but this will not last...
by Susan Grissom | Dec 24, 2024 | Estate Planning
As we wrap up 2024, I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2024! I also want to wish each of you Happy Holidays! Without you our success would not be possible. Thank you! I wish...
