by Susan Grissom | Jan 19, 2021 | Estate Planning, Wills & Trust
As part of the estate planning process, you will be asked to provide information typically by filling out a questionnaire. While every office has a different questionnaire, some elements are universal and the information can seem to pry into very personal aspects of...
by Susan Grissom | Sep 29, 2020 | Estate Planning, Wills & Trust
While none of us plan to die early, life sometimes throws us curveballs. An accident could take the life of parents still caring for minor children or children who have recently become emancipated. As much as you have tried to teach your child to manage money, he or...
by Susan Grissom | Sep 22, 2020 | Estate Planning, Wills & Trust
American culture dictates that you don’t discuss money, not even with family members. However, there is an exception to that social norm, as uncomfortable as it may be. You should always discuss your estate with your adult children. A common fear of discussing your...
by Madalyn Davis | Sep 1, 2020 | Estate Planning, Wills & Trust
At the end of almost every estate planning meeting, I am asked “Should I share my estate plan (Will or Trust) with my children, Executor, or Trustee?” We generally recommend that you do not share your estate plan with anyone during your lifetime, especially if that...
by Susan Grissom | Mar 24, 2020 | Estate Planning, Wills & Trust
One of the most dramatic scenes often depicted on television and in movies shows a family gathered around an attorney for the reading of a loved one’s will. That scene has been portrayed so often, many people assume it is the one and only way the contents of a will...
