by Susan Grissom | Aug 24, 2021 | Estate Planning
There are certain things that should happen at least once a year: an annual physical, filing taxes, meeting with your financial advisor, and reviewing your estate plan. Take a look at who you’ve named in key roles, like Executor and healthcare agents. You should also...
by Susan Grissom | Aug 17, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based government assistance program that provides health coverage to low-income adults, children, pregnant women, adults over 65, and those with disabilities. In Georgia, to qualify as needs-based, your income must be below $2,382 a month per...
by Susan Grissom | Aug 10, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based program, which means if your income and / or assets are too high, you won’t qualify. What happens in scenarios where your income exceeds the income limit, but you do not make enough to cover the costs of care? It is possible in the...
by Susan Grissom | Jul 13, 2021 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
The Social Security Administration manages two programs to help people: The Supplemental Security Income (SSI) and the Social Security Disability Insurance (SSDI) programs. People sometimes get the programs confused or they think they are the same thing. However, they...
by Susan Grissom | Jul 6, 2021 | Estate Planning
We recommend reviewing your estate plan periodically to determine if changes are needed. As you enter retirement or as you plan to retire, you should review your estate plan to ensure that changes in your income, benefits, etc. which may affect the size of your estate...
