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...
by Susan Grissom | Nov 14, 2023 | Estate Planning, Probate, Wills & Trust
A revocable living trust is a powerful estate planning tool that provides individuals with control over their assets during their lifetime and ensures a smooth transfer of these assets to beneficiaries upon their passing. When a grantor of a revocable living trust...
by Susan Grissom | Oct 31, 2023 | Estate Planning, Probate, Wills & Trust
When a family member passes, there are a number of things that should be done, some require immediate attention and others can be taken care of in the weeks and months following the death. See our list of suggested steps you should consider doing following the death...
by Susan Grissom | Oct 24, 2023 | Estate Planning, Wills & Trust
When it comes to estate planning and passing on wealth to the next generation, minimizing taxes and maximizing the inheritance is a common goal for many individuals. One crucial strategy to achieve this objective is through a concept known as “Step-Up in...
