by Madalyn Davis | Oct 30, 2018 | Estate Planning
I/We need to do that!” Is the most common thing I hear when talking to people about estate planning. Unfortunately, life doesn’t make it easy for us, with jobs, kids, chores, and all of the unexpected curves. Add to that the fact that the topic of death is...
by Susan Grissom | Oct 16, 2018 | Estate Planning, Wills & Trust
An estate planning is a necessity for everyone. When you pass away, you want your assets to go where you want them to go, not where a court decides they should go. In addition to naming beneficiaries and distributing your property and belongings, an estate plan can...
by Susan Grissom | Oct 9, 2018 | Estate Planning
Most of us are leery of taxation, of paying more than our fair share of taxes, and of seeing our tax dollars seemingly wasted. Taxes seem to rise constantly, making it hard to understand why the government is entitled to a portion of your money during your lifetime...
by Susan Grissom | Oct 2, 2018 | Estate Planning
Like many people, you’re likely to find a great deal of pleasure in supporting non-profit organizations and particular individuals who share your values, views, and tenets. Supporting charities is good for you, good for the community, and good for your chosen...
by Susan Grissom | Sep 25, 2018 | Estate Planning
Bad credit impacts every area of your life. It can make renting an apartment, securing a mortgage, or buying a car difficult and costly. A low credit score can even affect your ability to obtain employment in many fields. Fortunately, there are ways you can repair,...
by Susan Grissom | Aug 28, 2018 | Estate Planning
Everyone considering passing along their hard-earned wealth to their children or grandchildren should know about and understand the benefits of the stepped-up basis loophole. Congress makes this tax advantage available to families who carefully build wealth through...
