by Susan Grissom | Mar 20, 2018 | Estate Planning
As you create an estate plan and put your financial affairs in order, your spouse and children are usually the people you are most concerned about providing for. How your children will receive their inheritance is a major concern in estate planning. Will you leave...
by Madalyn Davis | Mar 13, 2018 | Estate Planning, Wills & Trust
Many people think that because they have a small estate, a simple Will is all that is needed. This may be the case, but let’s look at a specific case when a small estate resulted in big problems. Meet David. David is smart and is in year three of his four-year program...
by Madalyn Davis | Mar 6, 2018 | Estate Planning, Wills & Trust
One topic that comes up occasionally is whether a couple who has lived together for some period of time has a common law marriage? Let’s look at a specific case. Ricky and Cheri met in a coffee shop fifteen years ago, moved in to Ricky’s apartment, and the rest was...
by Madalyn Davis | Feb 27, 2018 | Estate Planning, Wills & Trust
From an estate planning attorney, here is the down and dirty about online Wills/estate plans: they can work. The most frequent issues that arise when I review an online estate plan are these. First, the Wills are not properly executed. For a Will to be valid in...
by Susan Grissom | Feb 20, 2018 | Estate Planning
The death of a parent is one of the most trying times in the life of an adult child. It can become more trying in instances where a deceased parent leaves behind more debt than his estate can cover. When that happens, you’re left wondering what your responsibility is...
by Susan Grissom | Feb 13, 2018 | Estate Planning
Establishing a trust is an important part of setting up and managing your estate. A trust allows you to place conditions on the distribution of your assets upon your demise and to provide for management during incapacity. It also allows you to distribute assets to...
