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...
by Madalyn Davis | Aug 21, 2018 | Elder Care, Estate Planning, Wills & Trust
One of the most frequent problems I see in probate is improper titling on the deed for the home. Many couples believe because they bought the house together, they own it together and when one of them passes the home automatically goes to the surviving spouse. What...
by Madalyn Davis | Aug 14, 2018 | Elder Care, Estate Planning, Wills & Trust
I often hear, “I already have a Will, I don’t need to do that again.” What most clients don’t consider is how life circumstances may change their estate plan, or how changes in law could impact the documents that have already been executed. Even for clients who have...
