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...
by Madalyn Davis | Aug 7, 2018 | Estate Planning, Wills & Trust
As your family grows, and your asset portfolio grows, the needs of your estate plan change too. The “walls” of a good plan grow with your family and your assets. Part of estate planning is considering your current situation (children, assets, etc.), but a larger part...
by Madalyn Davis | Jul 31, 2018 | Estate Planning, Wills & Trust
Building a strong foundation at a young age can prepare you for unforeseen circumstances. A good financial planner will help you build an initial savings account and set up your first IRA and investments. Something you may not have considered, or thought was...
