by Susan Grissom | Aug 29, 2017 | Estate Planning, Wills & Trust
Have you recently divorced? If so, have you taken the time to update your estate plan? Most married people name their spouse as the Executor, Agent under a Power of Attorney, Agent under a Healthcare Directive, and as the primary beneficiary of life insurance,...
by Susan Grissom | Aug 22, 2017 | Elder Care, Estate Planning, Wills & Trust
Revocable Trusts are used regularly in estate planning. If your estate plan includes a revocable trust or if you are considering a revocable trust, it’s important to understand revocable trust terminology. The following terms are used in revocable trust and...
by Susan Grissom | Aug 15, 2017 | Elder Care, Estate Planning, Wills & Trust
Protecting assets from the rising costs of long term care is a consideration of many seniors and aging baby boomers. There are a variety of methods and products available in the marketplace that provide some form of protecting assets from the rising costs of long term...
by Susan Grissom | Aug 8, 2017 | Elder Care, Estate Planning, Wills & Trust
Many times, as I work with clients, the topic of estate plan copies comes up and they ask me if they should provide copies of their estate plan to family members and/or friends. There is not a one-size fits all answer to that question. Instead, there are a number of...
by Susan Grissom | Aug 1, 2017 | Elder Care, Estate Planning, Wills & Trust
Revocable Trusts are utilized in estate planning for a number of reasons: probate avoidance, privacy, and incapacity planning are among several reasons. As a general rule, a revocable trust will use the social security number of the grantor rather than obtaining a...