by Susan Grissom | Sep 30, 2025 | Estate Planning
Estate planning becomes significantly more complicated when a person’s wealth includes illiquid assets that are difficult to value or liquidate. Fine art, collectibles, private business interests, intellectual property, and specialized real estate such as historical...
by Susan Grissom | Sep 23, 2025 | Estate Planning
High net worth families and business owners often seek advanced strategies to protect assets, minimize estate and gift taxes, and ensure a smooth transfer of wealth to future generations. Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs) are...
by Susan Grissom | Sep 16, 2025 | Estate Planning
For individuals who wish to align their charitable giving with long-term wealth transfer goals, Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs) offer two powerful yet distinct strategies. Both trusts allow you to support charitable causes while...
by Susan Grissom | Sep 9, 2025 | Estate Planning
When it comes to preserving wealth and ensuring a smooth transition of assets to future generations, advanced estate planning strategies can make a significant difference. One such strategy that has gained popularity among high-net-worth individuals and families is...
by Susan Grissom | Sep 2, 2025 | Estate Planning, Wills & Trust
A bypass trust, also commonly referred to as an A B trust or credit shelter trust, is an estate planning tool used by married couples to preserve assets and reduce potential estate tax liability. It is most often used to ensure that both spouses can fully utilize...
by Susan Grissom | Aug 26, 2025 | Estate Planning, Probate, Wills & Trust
Most people believe that once a probate case is closed, the matter is settled for good. However, under certain circumstances, a closed probate case can be reopened—even years later. This situation can cause stress, delay, and unexpected expenses for family members and...
