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...
by Susan Grissom | Nov 4, 2025 | Estate Planning
When people think about trusts, the image that often comes to mind is a married couple building an estate plan together. However, life situations are diverse, and many individuals who are not married still want to protect their assets and provide security for those...
by Susan Grissom | Oct 28, 2025 | Estate Planning, Probate, Wills & Trust
When someone passes away, settling their estate is a responsibility that often falls on an executor or administrator. This person is tasked with managing assets, paying debts, and distributing inheritances. But what protects the heirs and creditors if the executor...
by Susan Grissom | Oct 21, 2025 | Estate Planning
Not everyone has direct heirs or lineal descendants such as children or grandchildren to leave their estate to. In fact, many people believe that when they have no children or grandchildren, they have no heirs which is incorrect. If you are in this situation, it is...
by Susan Grissom | Oct 14, 2025 | Estate Planning, Probate, Wills & Trust
Owning property together, whether as spouses, partners, or family members, often seems straightforward. But what happens when both owners pass away at the same time? This tragic scenario can leave families facing complex legal issues, especially when the property is a...
by Susan Grissom | Oct 7, 2025 | Estate Planning
Losing an inheritance is a situation no beneficiary wants to face, yet it happens more often than people realize. Whether through legal disputes, financial missteps, or overlooked details in estate planning, a beneficiary can lose inheritance due to various factors....
by Susan Grissom | Sep 30, 2025 | Estate Planning
Estate planning becomes significantly more complicated when a person’s wealth includes illiquid assets that are difficult to value or liquidate. Fine art, collectibles, private business interests, intellectual property, and specialized real estate such as historical...
by Susan Grissom | Sep 23, 2025 | Estate Planning
High net worth families and business owners often seek advanced strategies to protect assets, minimize estate and gift taxes, and ensure a smooth transfer of wealth to future generations. Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs) are...
