by Susan Grissom | May 9, 2023 | Estate Planning, Probate
Some people use the terms ‘heir’ and ‘beneficiary’ interchangeably. However, the two terms actually mean different things. Not all heirs are beneficiaries, and not all beneficiaries are heirs. What is a Beneficiary? If you die with an estate plan, you should have...
by Susan Grissom | Apr 4, 2023 | Probate
When drafting estate plans and when working with clients to probate estates, I am frequently asked “what compensation are Administrators and Executors entitled to?” Georgia code includes provisions for Personal Representative compensation, also referred to as...
by Susan Grissom | Mar 28, 2023 | Probate
Dealing with the death of someone we love is a stressful without the additional worry of addressing financial and legal matters. To make the process easier, here is a checklist of financial and legal matters you should deal with after a loved one’s death. This...
by Susan Grissom | Mar 21, 2023 | Probate
We regularly receive calls from persons asking if they need to probate a loved one’s estate. Unfortunately, the answer to the question is probate required depends on a number of factors including the specific laws of the state in which the deceased lived and owned...
by Susan Grissom | Nov 29, 2022 | Probate
We work with our clients after the death of their loved ones and get many questions regarding social security and whether any of the survivors are entitled to continuing benefits. When loved ones pass away, there are lots of considerations, including what happens to...
by Susan Grissom | Nov 1, 2022 | Estate Planning, Probate
Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...
