by Susan Grissom | Jul 11, 2023 | Estate Planning
Estate planning is a critical aspect of financial planning that is often overlooked by many Millennials. It involves creating a plan for the distribution of your assets and property after you die and planning for management of your assets and property if you become...
by Susan Grissom | Jul 4, 2023 | Elder Care, Estate Planning
As we age, the possibility of becoming incapacitated and needing to have someone with authority to make medical and financial decisions is one that should be considered. Guardianship and conservatorship are legal processes through which the court appoints a person to...
by Susan Grissom | Jun 27, 2023 | Elder Care, Estate Planning
One of the concerns that many of my clients have as they age is, who will pay for their skilled nursing care once they exhaust their resources. This question comes up frequently because there are not significant non-retirement assets and the monthly income from...
by Susan Grissom | Jun 20, 2023 | Elder Care, Estate Planning
Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both programs provide health coverage, but the differences between Medicare and Medicaid are significant. Medicare is an “entitlement” program, meaning that everyone who...
by Susan Grissom | Jun 13, 2023 | Elder Care, Estate Planning
When working with clients who have family members on Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), it is important to understand which program the family member is a part of. Both SSI and SSDI are federal programs that provide...
