by Susan Grissom | Feb 6, 2018 | Elder Care, Estate Planning, Probate, Special Needs Trust, Wills & Trust
When a loved one passes away in the state of Georgia, the probate and estate administration process begins. A petition is filed in the appropriate county and, once appointed, the executor or administrator of an estate is bound by the fiduciary duties imposed by...
by Susan Grissom | Jan 23, 2018 | Estate Planning, Wills & Trust
When a loved one passes away, family members are tasked with many things which include making funeral arrangements and settling the deceased’s estate, in addition to navigating the grief process. These tasks become more difficult when family members are mired down in...
by Susan Grissom | Jan 16, 2018 | Estate Planning, Wills & Trust
Over the last 9 ½ years, I have seen several mistakes in executing Last Will and Testaments. It is important that your Last Will and Testament is executed in accordance with the laws in the State in which you are domiciled or in which the Last Will and Testament will...
by Susan Grissom | Jan 9, 2018 | Estate Planning, Wills & Trust
Are you ready to greet 2018 with New Year’s resolutions that have in built-in staying power? New Year’s resolutions that have real meaning behind them, benefit you, the people you love, and have the ability to have a meaningful effect on your life and the lives of...
by Susan Grissom | Jan 2, 2018 | Estate Planning
The IRS announced increases to the annual gift exclusion and lifetime estate/gift tax exemptions for 2018. The annual gift exclusion for 2018 is $15,000, up from $14,000 in 2017. You can give $15,000 to as many individuals as you would like without the gift counting...
by Susan Grissom | Dec 26, 2017 | Estate Planning, Wills & Trust
It’s A Wonderful Life – that classic, feel good, holiday movie – has become a staple since its debut in 1946. There’s a reason this delightful film has stood the test of time for the past seventy years – because it reminds us that the holidays are a time for...