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Estate Plan Copies: Should I give copies to family?

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...

Revocable Trust: Tax Id Needed?

by Susan Grissom | Aug 1, 2017 | Elder Care, Estate Planning, Wills & Trust

Revocable Trusts are utilized in estate planning for a number of reasons: probate avoidance, privacy, and incapacity planning are among several reasons. As a general rule, a revocable trust will use the social security number of the grantor rather than obtaining a...

Parents with Special Need Children – Alleviating Stress and Planning for the Future

by Susan Grissom | Jul 25, 2017 | Estate Planning, Probate, Special Needs Trust, Wills & Trust

Parents of special needs children face many challenges, but they often learn to just submerge their own emotional pain and anguish and concentrate on the day to day tasks involved with their children’s lives. It’s important, however, for these parents not to...

Cohabitation Under the Law

by Susan Grissom | Jul 18, 2017 | Estate Planning, Probate, Special Needs Trust, Wills & Trust

Marriage as an institution has gone through a lot of changes in the past half century, and many couples today choose to live together rather than get married. What they may not know when they set up house this way is that there are legal issues that separate...

Excluding a Child or Disinheriting a Child From Your Estate

by Susan Grissom | Jul 11, 2017 | Estate Planning, Probate, Wills & Trust

There are instances when you might want to exclude a child from your estate plan. For example, you may consider excluding a child if a constant pattern in the child’s life indicates that an inheritance would be misused. You might also consider excluding a child from...

Famous People Who Died Without A Will

by Susan Grissom | Jul 4, 2017 | Estate Planning, Probate, Wills & Trust

Prince Rogers Nelson (better known as Prince) – Entertainer Abraham Lincoln – 16th President of the United States Martin Luther King, Jr., – Civil rights leader and activist Howard Hughes – Entrepreneur and billionaire Steve McNair – former NFL quarterback and...

Leaving Gifts to Underage Beneficiaries

by Susan Grissom | Jun 27, 2017 | Estate Planning, Wills & Trust

Many parents or grandparents wish to leave a legacy behind for their grandchildren; however, if those children are underage, they may run into some problems. An estate planning attorney can help you determine the best options are for leaving assets to underage...

Must a Hospital Inform the Agent Under a Medical POA of a Change in the Patient’s Condition?

by Susan Grissom | Jun 20, 2017 | Elder Care, Estate Planning, Wills & Trust

A hospital did a competency test on a patient and found that she was incompetent, but no one told the patient’s daughter who was her agent under a medical power of attorney. If the hospital had given the information to the agent at that time, she could have...

New Protections for Nursing Home Residents

by Susan Grissom | Jun 13, 2017 | Elder Care, Estate Planning, Wills & Trust

New rules designed to give nursing home residents more control of their care are gradually going into effect. The rules give residents more options regarding meals and visitation as well as make changes to discharge and grievance procedures. The Centers for Medicare...

When Siblings Contest a Will

by Susan Grissom | Jun 6, 2017 | Elder Care, Estate Planning, Probate, Wills & Trust

The death of a parent is a traumatic event for families, and emotions can sometimes boil over when it comes time for a parent’s will to be probated. Children who feel they were not given a fair share of their parent’s estate may try contesting the will in...
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Blog Archives

Latest Blog Posts

  • Estate Planning Mistakes That Could Cause Stress for Your Heirs
  • How to Use Life Insurance as an Estate Planning Tool
  • Can You Inherit Real Property with a Mortgage?
  • Can Estate Funds Be Used to Pay Debts While a Will Is Contested?
  • Why Do Families Fight Over Inheritance and How Can It Be Prevented?

Practice Areas

  • Wills, Trusts & Estate Planning
  • Special Needs Trusts
  • Probate & Estate Administration
  • Business & Corporate
  • Non-Profit Formation & Tax Exemption

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10475 Medlock Bridge Road Suite 215
Johns Creek, GA 30097

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Phone: 678.781.9230 Fax: 678.781.9231

Call or email our office to schedule an appointment.

Latest Blog Posts

  • Estate Planning Mistakes That Could Cause Stress for Your Heirs
  • How to Use Life Insurance as an Estate Planning Tool
  • Can You Inherit Real Property with a Mortgage?
  • Can Estate Funds Be Used to Pay Debts While a Will Is Contested?
  • Why Do Families Fight Over Inheritance and How Can It Be Prevented?
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