by Susan Grissom | May 12, 2026 | Estate Planning, Wills & Trust
A revocable living trust is one of the most well known tools for minimizing probate and maximizing privacy, but it is not the only option. A thoughtful estate plan often includes multiple strategies working together to ensure assets transfer efficiently, privately,...
by Susan Grissom | May 5, 2026 | Estate Planning
One of the most overlooked aspects of estate planning is the risk of conflict after you are gone. Even good families can face disagreements when expectations are unclear or emotions run high. Without proper planning, disputes can lead to will contests, trust...
by Susan Grissom | Apr 28, 2026 | Estate Planning, Wills & Trust
A personal property memorandum is a simple but powerful estate planning tool that allows you to explain who should receive certain personal belongings after your passing. Instead of rewriting your will every time you want to change who receives a specific item, a...
by Susan Grissom | Apr 21, 2026 | Estate Planning, Wills & Trust
The Rule Against Perpetuities is a long standing legal rule designed to prevent property and assets from being tied up in trusts or ownership arrangements forever. In simple terms, it limits how long a person can control what happens to their property after they die....
by Susan Grissom | Apr 14, 2026 | Estate Planning, Wills & Trust
Updating your will is one of the most important steps you can take to ensure your wishes are honored as your values, options, and the world around you continue to change. As society evolves, so do the choices available for how we live, plan, and even how we are laid...
by Susan Grissom | Apr 7, 2026 | Estate Planning
Planning for incapacity is an important part of a well designed estate plan. It ensures that if you become unable to manage your personal, financial, or medical affairs, the individuals you trust can step in and act on your behalf without delay or court intervention....
