by Susan Grissom | Jan 25, 2022 | Business, Estate Planning
It is always good to create a succession plan for any business. Whether you want to leave your business to family, a friend, an employee, or a yet unknown associate, in order for your business to continue after your death, you need to create a succession plan. The...
by Susan Grissom | Jan 18, 2022 | Estate Planning
Many young families do not think of creating an estate plan, which could be a mistake. While no one thinks something will happen to them, accidents and unexpected illnesses happen, even to people in their 20’s and 30’s. Creating an estate plan can head off...
by Susan Grissom | Jan 11, 2022 | Estate Planning, Wills & Trust
Many people think they only need to create an estate plan, or think about Wills, in the later part of their life. Unfortunately, for many who choose to wait, it becomes too late to create an estate plan. Even if you do not have many assets, an estate plan can assure...
by Susan Grissom | Jan 4, 2022 | Estate Planning, Probate
Many misconceptions and myths surrounding probate and estate plans circulate through families, gossip at the coffee shop, or talk among friends. Some of these misconceptions can cause a lot of trouble for during your lifetime and for your family after you pass....
by Madalyn Davis | Dec 21, 2021 | Estate Planning, Wills & Trust
Creating an estate plan is a custom process that takes into account family, finances, goals, age, and specific wishes. See our blog on unique planning. We are often asked if a plan can leave money only for education, or money to take care of pets. Each situation is...
by Madalyn Davis | Dec 14, 2021 | Business, Estate Planning, Wills & Trust
A charitable remainder trust (or a CRT) is a tax-exempt trust that is often used to reduce taxable income. A CRT benefits charities while providing an income stream during the life of the beneficiary. Upon the death of the last-living beneficiary, or after a set...
