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...
by Susan Grissom | Aug 26, 2025 | Estate Planning, Probate, Wills & Trust
Most people believe that once a probate case is closed, the matter is settled for good. However, under certain circumstances, a closed probate case can be reopened—even years later. This situation can cause stress, delay, and unexpected expenses for family members and...
by Susan Grissom | Aug 19, 2025 | Estate Planning, Wills & Trust
Naming a legal guardian for your minor child is one of the most loving and protective decisions a parent can make. It ensures that someone you trust will care for your child if you are no longer here. But many people are surprised to learn that there are significant...
by Susan Grissom | Aug 12, 2025 | Estate Planning
When a loved one passes away without a will, their estate must be distributed according to state intestacy laws. If you find yourself in a situation where a sibling is attempting to sell a portion of your inherited property without your consent, it is important to...
by Susan Grissom | Aug 5, 2025 | Elder Care, Estate Planning, Wills & Trust
Elder care planning is something many people put off, thinking they have plenty of time to make decisions. The reality is that waiting too long can leave you or your loved ones without a say in how the care is handled. When you plan ahead, it allows you to make...
by Susan Grissom | Jul 29, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
Your executor plays an important role in carrying out your final wishes, ensuring that your estate is managed and distributed according to your plan. If you need to change your executor, the process is straightforward and should be done properly to ensure your estate...
by Susan Grissom | Jul 22, 2025 | Estate Planning, Wills & Trust
A trust can be a powerful estate planning tool, but not all trusts offer the same level of protection. Whether your trust is protected from lawsuits, creditors, or legal claims depends on the type of trust you have and how it was structured. Understanding these...
by Susan Grissom | Jul 15, 2025 | Estate Planning, Wills & Trust
Estate planning is necessary for parents, particularly when considering the future well-being of minor children. One effective tool in this planning is a testamentary trust. A testamentary trust is a legal arrangement established within a will that becomes effective...
