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...
by Susan Grissom | Sep 16, 2025 | Estate Planning
For individuals who wish to align their charitable giving with long-term wealth transfer goals, Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs) offer two powerful yet distinct strategies. Both trusts allow you to support charitable causes while...
by Susan Grissom | Sep 9, 2025 | Estate Planning
When it comes to preserving wealth and ensuring a smooth transition of assets to future generations, advanced estate planning strategies can make a significant difference. One such strategy that has gained popularity among high-net-worth individuals and families is...
by Susan Grissom | Sep 2, 2025 | Estate Planning, Wills & Trust
A bypass trust, also commonly referred to as an A B trust or credit shelter trust, is an estate planning tool used by married couples to preserve assets and reduce potential estate tax liability. It is most often used to ensure that both spouses can fully utilize...
