by Susan Grissom | May 5, 2020 | Estate Planning, Wills & Trust
When you have minor children, children who are just reaching their adult years, or a new spouse, you want to know the best way to include them in your estate plan. One way to provide for your children and ensure their inheritance lasts as long as possible is to create...
by Madalyn Davis | Apr 28, 2020 | Estate Planning
As we all adjust to remote work and living life in quarantine, our “new normal”, it’s important to keep in mind some of the following: The IRS pushed the deadline for filing 2019 taxes, including gift tax returns. The filing date has been extended from...
by Madalyn Davis | Apr 21, 2020 | Estate Planning
During these trying times of quarantine and sheltering in place, it is important that we take stock of what we have and ways to keep our spirits up! If you are like us, many of you are working remotely or alternating days to cover the office and we are looking for...
by Susan Grissom | Apr 14, 2020 | Estate Planning, Wills & Trust
Few conversations with your family and friends are as important as the one that includes your end-of-life plans. As important as this conversation is, it can also be an extremely sensitive and difficult one to initiate. Part of planning your estate is making your...
by Susan Grissom | Apr 7, 2020 | Estate Planning, Wills & Trust
As the first quarter of 2020 draws to a close and perhaps your new year’s resolutions have been forgotten, now is a great time to get your affairs in order. If you haven’t already done so, now is the right time to make your end-of-life wishes clear and to put specific...
by Susan Grissom | Mar 31, 2020 | Estate Planning
Ensuring the future of your minor children is an important part of planning your estate. If you have adult children with physical or cognitive impairments, you also need to include plans for their future in the planning of your estate. Providing for the future of...
