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...
by Susan Grissom | Oct 11, 2022 | Estate Planning, Wills & Trust
A common assumption by young adults is that they do not need to take the time to put an estate plan in place because as young adults, they don’t have an “estate”; however, if you have a bank account, 401 (k) or other assets, you have an estate. If you don’t have any...
by Susan Grissom | Oct 4, 2022 | Elder Care, Estate Planning, Wills & Trust
Estate Plans change through the stages of life and have many purposes: (i) to name agents to make decisions for you if you are unable to do so, (ii) to decided how to dispose of your wealth, (iii) to name guardians for your minor children, (iv) to minimize taxes, (v)...
