by Susan Grissom | Jul 29, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Your executor plays an important role in carrying out your final wishes, ensuring that your estate is managed and distributed according to your plan. If you need to change your executor, the process is straightforward and should be done properly to ensure your estate...
by Susan Grissom | Jul 22, 2025 | Estate Planning, Wills & Trust
A trust can be a powerful estate planning tool, but not all trusts offer the same level of protection. Whether your trust is protected from lawsuits, creditors, or legal claims depends on the type of trust you have and how it was structured. Understanding these...
by Susan Grissom | Jul 15, 2025 | Estate Planning, Wills & Trust
Estate planning is necessary for parents, particularly when considering the future well-being of minor children. One effective tool in this planning is a testamentary trust. A testamentary trust is a legal arrangement established within a will that becomes effective...
by Susan Grissom | Jul 8, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
A will outlines who inherits your assets, but it doesn’t capture the heart of your legacy. While it is a powerful legal document, it is often cold, technical, and impersonal. It states who gets what, but it doesn’t explain why. This is where a Legacy Letter...
by Susan Grissom | Jul 1, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
When planning your estate, you may want to leave assets to loved ones while ensuring they are used in a way that aligns with your values and intentions. Conditional gifting allows you to set specific terms that must be met before a beneficiary can receive an...
by Susan Grissom | Jun 24, 2025 | Estate Planning, Wills & Trust
Estate planning often brings to mind wills, trusts, and asset distribution, but few people consider how it applies to biological materials like stored stem cells and frozen embryos. These assets hold scientific, medical, and personal value, making it important to...
