by Madalyn Davis | Nov 13, 2018 | Estate Planning, Wills & Trust
An ILIT is short for Irrevocable Life Insurance Trust. This kind of trust owns a life insurance policy and is commonly used to bypass estate taxes. These days, the current estate tax rate is $11.2 million a person, which means few clients need to be concerned about...
by Susan Grissom | Nov 6, 2018 | Wills & Trust
When you’ve had all the appropriate conversations with a family member and you are certain they have created a Will, it gives you peace of mind. When they pass away, and their Will or other important paperwork is seemingly impossible to locate, your peace of mind is...
by Madalyn Davis | Oct 30, 2018 | Estate Planning
I/We need to do that!” Is the most common thing I hear when talking to people about estate planning. Unfortunately, life doesn’t make it easy for us, with jobs, kids, chores, and all of the unexpected curves. Add to that the fact that the topic of death is...
by Susan Grissom | Oct 23, 2018 | Special Needs Trust, Wills & Trust
Parents have a natural desire to secure the future of their children. Because special needs children often live with their parents longer and rely on them more heavily, parents of special needs children have an additional concern – who will take care of my special...
by Susan Grissom | Oct 16, 2018 | Estate Planning, Wills & Trust
An estate planning is a necessity for everyone. When you pass away, you want your assets to go where you want them to go, not where a court decides they should go. In addition to naming beneficiaries and distributing your property and belongings, an estate plan can...
by Susan Grissom | Oct 9, 2018 | Estate Planning
Most of us are leery of taxation, of paying more than our fair share of taxes, and of seeing our tax dollars seemingly wasted. Taxes seem to rise constantly, making it hard to understand why the government is entitled to a portion of your money during your lifetime...
by Susan Grissom | Oct 2, 2018 | Estate Planning
Like many people, you’re likely to find a great deal of pleasure in supporting non-profit organizations and particular individuals who share your values, views, and tenets. Supporting charities is good for you, good for the community, and good for your chosen...
by Susan Grissom | Sep 25, 2018 | Estate Planning
Bad credit impacts every area of your life. It can make renting an apartment, securing a mortgage, or buying a car difficult and costly. A low credit score can even affect your ability to obtain employment in many fields. Fortunately, there are ways you can repair,...
by Susan Grissom | Sep 18, 2018 | Business, Corporate
Starting a business involves wearing many hats and covering many bases to protect your business and its assets. One of the most crucial factors of business ownership is knowing when and how to register your company logo as a trademark. Because it is the symbol that...
by Susan Grissom | Sep 11, 2018 | Probate
In the state of Georgia, when someone dies with only a will – or not even that basic protection – in place, their estate must go through a court process known as probate. Probate is the process where the state of Georgia steps in to ensure the deceased person’s debts...
