by Susan Grissom | Sep 5, 2017 | Estate Planning, Probate, Wills & Trust
Do you wish to leave specific gifts to individuals or charities? If so, are they provided for in your Will? If you wish to leave specific gifts in your Will, there are several things to keep in mind: If the gift is an item, who receives it if the individual is not...
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...
