by Susan Grissom | May 11, 2021 | Estate Planning, Probate, Wills & Trust
When you create an estate plan, one of the vehicles you can use to manage your assets either during your lifetime or after your death is a trust. There are several types of trusts available depending on your circumstances and how you want to manage your estate. Two of...
by Susan Grissom | May 4, 2021 | Estate Planning, Probate
Most people choose just one person to be the executor of an estate and one person to be the trustee of a trust. However, you can choose more than one. Before you make that decision, you should carefully consider the people you choose. Choosing people who do not get...
by Susan Grissom | Apr 20, 2021 | Probate
The Bureau of the Fiscal Service of the U.S. Department of the Treasury, published a form (the FS Form 5336) that allows a Voluntary Representative to claim Savings Bonds belonging to a deceased individual. This form cannot be used if the estate is in probate or being...
by Susan Grissom | Mar 16, 2021 | Probate
In most cases, the personal representative needs to file a final tax return on behalf of the deceased – with the Internal Revenue Service (IRS) and Georgia. If you are the administrator of the deceased’s estate, you should contact a Georgia probate attorney to help...
by Susan Grissom | Dec 22, 2020 | Probate
Have you heard of someone disclaiming their inheritance and wondered what that means and why they would do so? There are times and reasons when an heir or beneficiary wishes to renounce or disclaim all or part of an inheritance from an estate, i.e., refuses to accept...
by Susan Grissom | Dec 15, 2020 | Probate
After all creditors have been paid, taxes filed, assets sold, and distributions made, it is time to close the estate. Closing the estate prevents creditors from coming forward to make a claim against the estate at a later date. Although the debtor and creditor period...
