by Susan Grissom | Mar 24, 2026 | Estate Planning
When planning your financial legacy, understanding tax terms can make a real difference. One important concept that often comes up is “step up in cost basis.” But what does that mean, and why should you care? When someone inherits an asset, such as a home, stocks, or...
by Susan Grissom | Mar 17, 2026 | Business, Estate Planning
A 1031 exchange, also known as a like kind exchange under Section 1031 of the Internal Revenue Code, allows real estate investors to defer paying capital gains taxes when they sell an investment or business property and reinvest the proceeds into another qualifying...
by Susan Grissom | Mar 10, 2026 | Estate Planning
Estate planning often comes down to one important choice: proactive planning or reactive protection. Proactive planning means taking steps now, while you are still able, to decide who will handle your affairs if something unexpected happens. In proactive planning, a...
by Susan Grissom | Mar 3, 2026 | Estate Planning
Since January 1, 2026, important changes to 401(k) catch-up contributions have taken effect under the SECURE 2.0 Act and new IRS regulations, impacting how older workers save for retirement. Catch-up contributions allow individuals age 50 and older to contribute more...
by Susan Grissom | Feb 24, 2026 | Elder Care, Estate Planning
Families in Georgia often face hard choices when a loved one needs long-term care. The costs for nursing facilities, home care, or assisted living can be overwhelming. That is where Georgia Medicaid may offer real assistance and become a wise tool for elder law...
by Susan Grissom | Feb 17, 2026 | Estate Planning, Probate
When a loved one passes away, handling their personal affairs can feel overwhelming. One of the tasks families often face is transferring ownership of an inherited car. In Georgia, the process is manageable, but it must be handled correctly to avoid delays or...
by Susan Grissom | Feb 10, 2026 | Business
Documenting a business sale or transfer is one of the most significant decisions an owner will make. Whether you are passing the company to a family member, bringing in a new partner, or selling to a third party, the documentation must be thorough and precise. Without...
by Susan Grissom | Feb 3, 2026 | Estate Planning, Probate
When a loved one passes away, the surviving spouse or minor children may still need financial protection while the estate is being handled. Georgia law offers a valuable tool called the Year’s Support Petition, which can provide immediate financial help and property...
by Susan Grissom | Jan 27, 2026 | Estate Planning, Wills & Trust
Meeting with an estate planning attorney for the first time can feel like a big step, but preparing for your first estate planning meeting does not have to be stressful. A little organization ahead of time can make your meeting smoother and help you get the most out...
by Susan Grissom | Jan 20, 2026 | Estate Planning
In the realm of estate planning, two crucial roles often come into play: Power of Attorney and Executor. While these roles may appear to have similarities, they are distinct in their purpose, scope, and legal implications. As a seasoned estate planning attorney, I am...
