Articles and Resources

carol grant guardianship

What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

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carol grant irs ira secure act

The Future of IRA and the SECURE Act

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.

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carol grant asset protection

What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.

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carol grant estate planning scavenger hunt

Estate Planning Scavenger Hunt

Believe it or not, it is almost time for Back to School shopping, early morning drop-offs, after-school pickups, traffic and so much more. This is the perfect time to think about estate planning before your schedule gets really busy. Trust me, I don’t miss the school zones and the rushing

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