by Susan Grissom | Jun 11, 2024 | Estate Planning, Wills & Trust
Estate planning can be complex for anyone, but it becomes particularly intricate for individuals with dual citizenship. Managing assets and ensuring a smooth transition of wealth across borders involves dealing with the legal systems, tax obligations, and inheritance...
by Susan Grissom | Apr 23, 2024 | Estate Planning, Wills & Trust
Owning a dock often conjures images of peaceful sunsets, tranquil escapes and lazy summer afternoons casting lines into the water. It comes with a unique set of considerations, including the ownership and management of dock permits. But what happens when...
by Susan Grissom | Mar 5, 2024 | Estate Planning, Probate, Wills & Trust
Losing a loved one is already an emotional ordeal. Adding the complexities of probate, the legalities involved in settling the deceased’s estate can feel overwhelming. While navigating this unfamiliar territory, heirs and beneficiaries deserve clarity. One...
by Susan Grissom | Feb 27, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
Executors and trustees are appointed by a court or in a Will or Trust to manage someone’s estate or trust. The role of an executor or trustee is important in the administration of an estate or trust, involving various responsibilities such as asset distribution,...
by Susan Grissom | Feb 20, 2024 | Estate Planning, Probate, Wills & Trust
Ancillary probate refers to a legal process that typically occurs when an individual owns property in multiple states at the time of their death. This can result in their loved ones having to initiate probate proceedings in each of the states where those properties...
by Susan Grissom | Feb 13, 2024 | Estate Planning, Probate, Wills & Trust
Georgia does not have a small estate probate process; however, Georgia code, O.C.G.A. § 7-1-239, does include a provision that allows heirs to acquire financial assets from a financial institution without having to go through probate court when the deceased died...
