by Susan Grissom | Jan 13, 2026 | Estate Planning
Estate planning can feel complicated, especially with so many legal terms used by attorneys and in documents. Understanding the language makes it easier to make informed decisions for your family. Here is a glossary of 20 important terms every Georgia family should...
by Susan Grissom | Jan 6, 2026 | Estate Planning
Saving for retirement often becomes a higher priority later in life. Many people reach their peak earning years in their 50s and realize they need to set aside more for the future. This is where catch up contributions come into play. A major change is coming in 2026...
by Susan Grissom | Dec 30, 2025 | Estate Planning
With the passage of the “One Big Beautiful Bill” in July 2025, significant changes to federal gift and estate taxes will take effect in 2026. The federal lifetime gift and estate exemption introduced under the 2017 Tax Cuts and Jobs Act (TCJA) was set to sunset at the...
by Susan Grissom | Dec 23, 2025 | Uncategorized
We are looking forward to time away this week to spend time with our families. I hope that each of you is able to find time to relax during the holidays and to spend time with family and friends. As 2025 comes to an end, I wish to take the opportunity to thank our...
by Susan Grissom | Dec 16, 2025 | Estate Planning
When planning for the future, many families want to protect their wealth for generations to come. A dynasty trust can be a powerful tool to help achieve this goal. Unlike traditional trusts that may only benefit your children or grandchildren, a dynasty trust is...
by Susan Grissom | Dec 9, 2025 | Estate Planning
When planning your estate, there are tools designed to make transferring property to your heirs smooth and efficient. One of these tools is the Lady Bird Deed, also known as a Transfer on Death (TOD) Deed, a versatile option that is gaining recognition in several...
by Susan Grissom | Dec 2, 2025 | Estate Planning, Wills & Trust
When preparing a will, one of the most important decisions you make is choosing an executor. This is the person who will manage your estate, pay debts, and distribute assets according to your instructions. Some people consider naming more than one executor, creating...
by Susan Grissom | Nov 25, 2025 | Estate Planning
Happy Thanksgiving! Thanksgiving is an opportunity to slow down. Thanksgiving provides an opportunity to reflect on our blessings and enjoy time with family and friends. As we approach Thanksgiving this year, I hope that you have the opportunity to spend time with...
by Susan Grissom | Nov 18, 2025 | Estate Planning
Many couples choose to create a joint trust as part of their estate plan. A joint trust allows both spouses to place assets into one trust for management during their lifetimes and for distribution after death. While this structure can offer simplicity, questions...
by Susan Grissom | Nov 11, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Estate planning is designed to bring order, clarity, and security to the management of your assets. Yet without careful planning, conflicts of interest can arise, often leading to disputes among family members, fiduciaries, or even professional advisors. Understanding...
