by Susan Grissom | Jan 6, 2026 | Estate Planning
Saving for retirement often becomes a higher priority later in life. Many people reach their peak earning years in their 50s and realize they need to set aside more for the future. This is where catch up contributions come into play. A major change is coming in 2026...
by Susan Grissom | Dec 30, 2025 | Estate Planning
With the passage of the “One Big Beautiful Bill” in July 2025, significant changes to federal gift and estate taxes will take effect in 2026. The federal lifetime gift and estate exemption introduced under the 2017 Tax Cuts and Jobs Act (TCJA) was set to sunset at the...
by Susan Grissom | Dec 16, 2025 | Estate Planning
When planning for the future, many families want to protect their wealth for generations to come. A dynasty trust can be a powerful tool to help achieve this goal. Unlike traditional trusts that may only benefit your children or grandchildren, a dynasty trust is...
by Susan Grissom | Dec 9, 2025 | Estate Planning
When planning your estate, there are tools designed to make transferring property to your heirs smooth and efficient. One of these tools is the Lady Bird Deed, also known as a Transfer on Death (TOD) Deed, a versatile option that is gaining recognition in several...
by Susan Grissom | Dec 2, 2025 | Estate Planning, Wills & Trust
When preparing a will, one of the most important decisions you make is choosing an executor. This is the person who will manage your estate, pay debts, and distribute assets according to your instructions. Some people consider naming more than one executor, creating...
by Susan Grissom | Nov 25, 2025 | Estate Planning
Happy Thanksgiving! Thanksgiving is an opportunity to slow down. Thanksgiving provides an opportunity to reflect on our blessings and enjoy time with family and friends. As we approach Thanksgiving this year, I hope that you have the opportunity to spend time with...
