by Susan Grissom | Apr 18, 2023 | Estate Planning, Wills & Trust
Spring cleaning is not just for deep cleaning your house. It’s time to go over your financials, plan projects for the year, and update your estate plan. Before you make an appointment with your Georgia estate planning attorney, you’ll need to make a list of all the...
by Susan Grissom | Apr 11, 2023 | Estate Planning, Wills & Trust
Today we are revisiting a frequent question we receive, “what compensation are Trustees entitled to?” As is the case for Personal Representative Compensation Georgia code includes provisions for compensation of Trustees in §53-12-210. Per the Code, Trustees are...
by Susan Grissom | Feb 14, 2023 | Estate Planning, Wills & Trust
This is part 5 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 4 blogs, we have focused on funding your trust with savings bonds, financial accounts, real property, and business interests to avoid probate. Today we will focus on...
by Susan Grissom | Feb 7, 2023 | Business, Estate Planning, Wills & Trust
This is part 4 of 5 blogs focused on funding trusts that are a part of an estate plan. In the last 3 blogs, we have focused on funding your trust with savings bonds, financial accounts and real property to avoid probate. Today we will focus on funding your trust with...
by Susan Grissom | Jan 31, 2023 | Estate Planning, Wills & Trust
There are many reasons to use a trust, revocable or irrevocable, as a part of an estate plan. One of the most frequent reasons is the avoidance of probate, particularly when real property is involved in multiple states. In the last 2 blogs, we have focused on updating...
by Susan Grissom | Jan 24, 2023 | Estate Planning, Wills & Trust
When your estate plan includes a trust with the goal of avoiding probate, it is important that each of your financial accounts are updated to accomplish that goal. Last week we discussed savings bonds. This week we are focused on bank accounts and brokerage accounts...
