by Susan Grissom | May 24, 2022 | Estate Planning
When you can no longer care for yourself, and you do not have family nearby that can help you, you might have to make the decision to go into a nursing home, assisted living, or age restricted community where you rent but do not own. But, what do you do with your...
by Susan Grissom | May 17, 2022 | Estate Planning
We work with many families who wish to make charitable gifts both during their lifetimes and after death. One of the options available to them is a Donor Advised Fund. What is it? A donor advised fund (DAF) is an account created by you where you can deposit as few, or...
by Susan Grissom | May 10, 2022 | Estate Planning
A guardianship is the legal appointment of a person (the guardian) by a judge to oversee the wellbeing of another person (the ward). Anyone can submit a petition (a formal request) to the probate court to be the guardian of a person. A guardianship is necessary when...
by Susan Grissom | May 3, 2022 | Estate Planning
A conservatorship is the legal appointment of an agent over another’s finances. Unlike a guardianship, a conservatorship only oversees money and financial management, not physical or medical control. A conservatorship, like a guardianship is necessary to remove powers...
by Susan Grissom | Apr 26, 2022 | Estate Planning, Wills & Trust
As a full-service estate planning firm, part of what we offer our clients is the continued relationship beyond the execution of the estate plan. Creating a Will or a Trust is a big step in the right direction, but if a trust is not funded, or if beneficiary...
