by Susan Grissom | Nov 20, 2018 | Estate Planning
More Americans than ever are choosing to stay single and/or childless. More than 20% of adults 25 or older as of 2012 have never married. While the number of women pursuing higher education and careers is higher than ever, so are the number of women over 40 who have...
by Madalyn Davis | Nov 13, 2018 | Estate Planning, Wills & Trust
An ILIT is short for Irrevocable Life Insurance Trust. This kind of trust owns a life insurance policy and is commonly used to bypass estate taxes. These days, the current estate tax rate is $11.2 million a person, which means few clients need to be concerned about...
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...
