by Susan Grissom | Jun 11, 2019 | Business, Estate Planning
If you are a business owner, whether you have an LLC, Sole Proprietorship, or have part ownership in a business, planning for your business interests is important. As a business owner, your plan may need to include a buy-sell agreement, business owned key-man...
by Susan Grissom | Jun 4, 2019 | Estate Planning
As technology grows, our world shrinks and ownership of assets in multiple countries becomes more common. Many families move to other countries or have international marriages that create international ties. Whether you are a U.S. citizen who owns property abroad, or...
by Madalyn Davis | May 28, 2019 | Estate Planning
When planning which assets you will leave to your family and friends, clients always think of the jewelry, artwork, and antiques they own but often forget about digital assets like Facebook accounts, Snapchat, Bitcoin, or other similar property. So much banking is...
by Susan Grissom | May 21, 2019 | Estate Planning
A common misconception about estate planning is that all estate plans are the same. Many people believe that an estate planning attorney simply fills in a bunch of blanks in a template and gives the client a standard form, that it’s a plug-and-play scenario for...
by Madalyn Davis | May 14, 2019 | Estate Planning
A Will is not just a way to leave assets to people or to dictate what happens to “your stuff” after you die, it can also serve as a love letter from you to your family and friends as well. Often, a Will is the last thing family and friends will read from you. Aside...
by Susan Grissom | May 7, 2019 | Estate Planning
Have you been named as a beneficiary on an IRA or do you need to update beneficiaries on an IRA or other retirement account? We get regular questions regarding what happens to an IRA or 401(k) after the owner passes. The first question is always, whether a beneficiary...
