by Susan Grissom | Nov 22, 2016 | Probate
In Georgia, the Executor or Administrator files a Petition to Discharge the Personal Representative to Close a Probate Estate. This Petition is filed after all of the debts, expenses and taxes have been paid, tax returns filed, and remaining assets distributed. The...
by Susan Grissom | Nov 1, 2016 | Elder Care, Estate Planning, Probate
Every adult has the right to make their own decisions about their life. There are times when an adult can no longer fulfill that responsibility, because of mental or physical problems that incapacitate them. When that happens, the legal remedy is guardianship or...
by Susan Grissom | Oct 3, 2016 | Estate Planning, Probate, Wills & Trust
A question I receive frequently when meeting with clients for estate planning is “what is the difference between an heir and a beneficiary?” An Heir is a family member who is entitled to receive property under the laws of intestacy. When a decedent...
by Susan Grissom | Aug 1, 2016 | Elder Care, Estate Planning, Probate, Wills & Trust
A Last Will and Testament is a document that allows you an opportunity to communicate your wishes and to dispose of your assets after death according to those wishes. There are many reasons to use a Last Will and Testament. The following are some of the reasons but is...
by Susan Grissom | Jul 15, 2016 | Elder Care, Estate Planning, Probate, Wills & Trust
A Revocable Living Trust is an effective estate planning tool for avoiding the costs and time of probate, preserving privacy, providing for management of assets during times of incapacity disability thereby avoiding the appointment of a conservator or guardian for...
by Susan Grissom | Jun 1, 2016 | Elder Care, Estate Planning, Probate, Wills & Trust
An estate plan, regardless of the size of the estate, should include at least three (3) documents: a Last Will and Testament, a Financial Power of Attorney or General Durable Power of Attorney and an Advance Directive for Healthcare. Last Will and Testament A Last...
