by Susan Grissom | Dec 27, 2016 | Elder Care, Estate Planning, Wills & Trust
As 2016 comes to a close, it’s time for an estate plan year-end review. The end of the year is the best time to review your financial needs and assets. Do you have your estate plan in place? If so, is your plan current or does it need updating? As we grow older, life...
by Susan Grissom | Dec 20, 2016 | Estate Planning, Wills & Trust
Many people pull up stakes when they retire, and move somewhere warm and sunny. Or, they may move just to be closer to their children and grandchildren. Whatever the reason for the move, there are lots of decisions to make, and one that is especially important...
by Susan Grissom | Dec 13, 2016 | Estate Planning, Probate, Wills & Trust
Many people think that as long as they’ve officially drawn up a will, they have complete control over how their property is distributed after their death. What they don’t understand is there are different categories of property under the law, and those...
by Susan Grissom | Dec 6, 2016 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
Any person who has responsibility for someone with a disabling medical condition, like a parent of a child with cerebral palsy, for example, may want to set up what’s called a Special Needs Trust for that disabled person. The advantage of a Special Needs Trust is that...