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...
by Susan Grissom | Dec 26, 2023 | Estate Planning, Wills & Trust
As part of an estate plan, you can create two types of powers of attorney – specific or limited and general / durable power of attorney. Both documents authorize others to handle matters named in the document under certain circumstances. However, you need to ensure...
by Susan Grissom | Dec 5, 2023 | Estate Planning, Wills & Trust
Estate planning is essential for ensuring that your assets are distributed according to your wishes and that your loved ones are taken care of after you pass away. An effective estate plan will also provide guidance for medical decisions and financial affairs in the...
by Susan Grissom | Nov 28, 2023 | Estate Planning, Wills & Trust
When creating an Estate Plan, preparation and execution of the documents, i.e., Last Will and Testament and Trust are very important; however, they are only part of the process. If you created a Trust as a part of your plan you also need to fund the trust. Funding...
