by Susan Grissom | Mar 18, 2025 | Estate Planning
Inheriting a retirement account can be both a financial windfall and a source of confusion. Whether you’re the spouse, child, or another beneficiary, it’s important to understand the rules and responsibilities that come with this inheritance. Here’s what you need to...
by Susan Grissom | Mar 11, 2025 | Estate Planning, Wills & Trust
Estate planning is often associated with families or married couples, but the truth is, it’s just as important—if not more so—for single adults. Without a comprehensive estate plan, your assets, health care decisions, and final wishes may not be handled the way you’d...
by Susan Grissom | Mar 4, 2025 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
Supporting a loved one living with dementia requires patience, understanding, and a compassionate approach, as the disease can profoundly affect not only the individual but also their caregivers. Dementia is characterized by cognitive decline, which can lead to memory...
by Susan Grissom | Feb 25, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
When it comes to inheritance, many people wonder about the potential for legal action, especially in the wake of a loved one’s death. If you have received an inheritance from a deceased loved one, you might be concerned about whether someone can sue for your...
by Susan Grissom | Feb 18, 2025 | Business, Corporate, Estate Planning
The transition of your family business to the next generation is a complex process that requires careful planning and communication. Having a well-structured succession plan can mean the difference between a seamless transfer of a family business and costly legal...
by Susan Grissom | Feb 11, 2025 | Estate Planning, Probate, Wills & Trust
If you’re planning your estate, it’s important to understand that some expenses must be paid before your beneficiaries can receive their inheritance. In Georgia, certain costs—like funeral expenses, debts, and taxes—take priority and must be settled first. Knowing...
by Susan Grissom | Feb 4, 2025 | Estate Planning, Special Needs Trust, Wills & Trust
A Power of Attorney (POA) is a legal document that allows you to designate someone to act on your behalf in various matters, such as financial, legal, and medical decisions. You, as the person granting this authority, are referred to as the principal, while the person...
by Susan Grissom | Jan 28, 2025 | Elder Care, Estate Planning
As we age, planning for future medical and long-term care needs becomes increasingly important. For many seniors, one of the most significant financial concerns is the potential cost of long-term care. In Georgia, the average cost of nursing home care can easily...
by Susan Grissom | Jan 21, 2025 | Elder Care
Choosing a long-term care facility for aging parents is one of the most important decisions families can face. With a wide range of options and varying levels of care, it can be overwhelming to find a facility that meets both medical and emotional needs. Selecting the...
by Susan Grissom | Jan 14, 2025 | Estate Planning, Wills & Trust
For individuals in Georgia, estate planning is not only an opportunity to protect and transfer wealth but also a chance to leave a lasting legacy through charitable giving. Thoughtfully incorporating charitable donations into your estate plan can support the causes...
