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...
by Susan Grissom | Jan 17, 2023 | Estate Planning, Wills & Trust
Savings bonds are accrual-type securities that have been offered by the United States Department of the Treasury since 1935. They can be purchased for yourself or given as gifts. Because of the simplicity, low risk, and predictable interest rate, savings bonds...
by Susan Grissom | Oct 25, 2022 | Estate Planning, Wills & Trust
You are entering or are in your midlife (40’s, 50’s, 60’s) and its time to update your estate plan. At this point in your life, you may own a home, perhaps more than one, have acquired significant assets, own a business, and have children. When reviewing your Estate...
by Susan Grissom | Oct 18, 2022 | Estate Planning, Wills & Trust
As a young couple, you are probably very busy. Your busyness may include a first home, starting a family, and career changes, to name a few. Estate Planning decisions and activities for a young couple should include a number of items: Executing an Advance Directive...
