by Susan Grissom | Feb 11, 2025 | Estate Planning, Probate, Wills & Trust
If you’re planning your estate, it’s important to understand that some expenses must be paid before your beneficiaries can receive their inheritance. In Georgia, certain costs—like funeral expenses, debts, and taxes—take priority and must be settled first. Knowing...
by Susan Grissom | Feb 4, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
A Power of Attorney (POA) is a legal document that allows you to designate someone to act on your behalf in various matters, such as financial, legal, and medical decisions. You, as the person granting this authority, are referred to as the principal, while the person...
by Susan Grissom | Jan 14, 2025 | Estate Planning, Wills & Trust
For individuals in Georgia, estate planning is not only an opportunity to protect and transfer wealth but also a chance to leave a lasting legacy through charitable giving. Thoughtfully incorporating charitable donations into your estate plan can support the causes...
by Susan Grissom | Jan 7, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Inheritance can be a complex and emotional topic, particularly when deciding how to pass on your share of an estate. A common question people ask when planning their estate is whether they can leave their share of an inherited estate to their spouse. The short answer...
by Susan Grissom | Dec 31, 2024 | Estate Planning, Wills & Trust
As we look toward 2025, changes to gift and estate tax laws are on the horizon, and these changes could have significant financial implications for estate planning. The current federal estate and gift tax exemptions are at their highest levels, but this will not last...
by Susan Grissom | Dec 17, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
With the rise of online tools and templates, many people consider creating their own estate plans without the help of an attorney. While a DIY estate plan can save time and money, it may not provide the comprehensive protection and clarity your family needs during...