by Susan Grissom | Dec 20, 2022 | Estate Planning
2022 is coming to a close and I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2022! I also wish to wish each of you Happy Holidays and much happiness in 2023! During 2022, Grissom...
by Susan Grissom | Dec 13, 2022 | Estate Planning
As we reach the end of 2022, I like to take time to review the goals I set for myself and determine if I have unmet goals that are still achievable. I also try to take time to meet with my advisors to make any adjustments that are needed to my financial plan and for...
by Susan Grissom | Dec 6, 2022 | Estate Planning
Each year, beginning in the fall, I start looking for gift ideas for my adult children. This year, I wish to share some ideas for gifts for adult children that I, my staff, our clients, and referral partners have come up with. I hope you find these ideas useful. The...
by Susan Grissom | Nov 29, 2022 | Probate
We work with our clients after the death of their loved ones and get many questions regarding social security and whether any of the survivors are entitled to continuing benefits. When loved ones pass away, there are lots of considerations, including what happens to...
by Susan Grissom | Nov 22, 2022 | Estate Planning
Happy Thanksgiving! I try to reflect on the many blessings I receive daily, but at this time of the year, I especially want to take the opportunity to reflect on the past year, the people and things I am thankful for, and to express my thanks for the many blessings I...
by Susan Grissom | Nov 15, 2022 | Elder Care, Estate Planning
This week we are providing some information about Medicare because we receive many questions regarding the application process and requesting information about the program. Medicare is a federal health insurance program open to individuals age 65 and older, or under...
by Susan Grissom | Nov 8, 2022 | Elder Care, Estate Planning
Estate Planning needs change as we enter the different seasons of life. As we age, our estate plans should change and the estate planning needs of older adults should incorporate planning for incapacity. Some of the changes you might consider in your estate plan...
by Susan Grissom | Nov 1, 2022 | Estate Planning, Probate
Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...
by Susan Grissom | Oct 25, 2022 | Estate Planning, Wills & Trust
You are entering or are in your midlife (40’s, 50’s, 60’s) and its time to update your estate plan. At this point in your life, you may own a home, perhaps more than one, have acquired significant assets, own a business, and have children. When reviewing your Estate...
by Susan Grissom | Oct 18, 2022 | Estate Planning, Wills & Trust
As a young couple, you are probably very busy. Your busyness may include a first home, starting a family, and career changes, to name a few. Estate Planning decisions and activities for a young couple should include a number of items: Executing an Advance Directive...
