by Susan Grissom | May 21, 2019 | Estate Planning
A common misconception about estate planning is that all estate plans are the same. Many people believe that an estate planning attorney simply fills in a bunch of blanks in a template and gives the client a standard form, that it’s a plug-and-play scenario for...
by Susan Grissom | May 7, 2019 | Estate Planning
Have you been named as a beneficiary on an IRA or do you need to update beneficiaries on an IRA or other retirement account? We get regular questions regarding what happens to an IRA or 401(k) after the owner passes. The first question is always, whether a beneficiary...
by Susan Grissom | Apr 16, 2019 | Wills & Trust
What are your health care preferences? If you become injured or incapacitated, what lifesaving measures do you want taken? What standard of care is your preference? Do you prefer to convalesce in your home or in a care facility? Many people don’t ask themselves these...
by Susan Grissom | Apr 9, 2019 | Probate
Sometimes, but not always, there may need to be a Personal Representative appointed by the Court in order to handle a Deceased person’s affairs. The following information is intended to help you understand some of the probate terms used when handling the Estate of a...
by Susan Grissom | Apr 2, 2019 | Estate Planning
Fewer than half of men and women in their mid-fifties to mid-sixties have completed a will or estate plan. The savvy individuals who do have an estate plan know it’s a smart move, an ongoing process, and a set of documents which should be reviewed on a regular basis....
