by Susan Grissom | May 17, 2022 | Estate Planning
We work with many families who wish to make charitable gifts both during their lifetimes and after death. One of the options available to them is a Donor Advised Fund. What is it? A donor advised fund (DAF) is an account created by you where you can deposit as few, or...
by Susan Grissom | May 10, 2022 | Estate Planning
A guardianship is the legal appointment of a person (the guardian) by a judge to oversee the wellbeing of another person (the ward). Anyone can submit a petition (a formal request) to the probate court to be the guardian of a person. A guardianship is necessary when...
by Susan Grissom | May 3, 2022 | Estate Planning
A conservatorship is the legal appointment of an agent over another’s finances. Unlike a guardianship, a conservatorship only oversees money and financial management, not physical or medical control. A conservatorship, like a guardianship is necessary to remove powers...
by Susan Grissom | Apr 26, 2022 | Estate Planning, Wills & Trust
As a full-service estate planning firm, part of what we offer our clients is the continued relationship beyond the execution of the estate plan. Creating a Will or a Trust is a big step in the right direction, but if a trust is not funded, or if beneficiary...
by Susan Grissom | Apr 19, 2022 | Estate Planning, Wills & Trust
Have you wondered what the difference between a Last Will and Testament and a Trust is and if one is better than the other? We get this question frequently and the answer is that it depends on your situation and your goals. Last Will and Testament A Last Will and...
by Susan Grissom | Apr 12, 2022 | Estate Planning, Wills & Trust
A frequent question we receive is will having a trust affect my taxes? Specifically, do I need to file another, new return and do I pay more taxes? To answer this question, you must determine if your trust is revocable or irrevocable. Revocable Grantor Trusts and...
