by Susan Grissom | Aug 15, 2023 | Estate Planning
Have you ever wondered what happens to your investments when you pass away? It’s a question that often comes to mind when considering the future and the legacy we leave behind. While the topic may seem a bit morbid, understanding what happens to your investments...
by Susan Grissom | Aug 8, 2023 | Estate Planning, Probate
When it comes to estate matters, it’s generally best to avoid court involvement whenever possible. Court proceedings can be time-consuming, costly, and may not align with your wishes for asset distribution. There are a number of ways to avoid probate, including...
by Susan Grissom | Aug 1, 2023 | Estate Planning
Whether your adult child is in his or her first year or getting ready to start college 2nd semester in January, you should consider having certain documents in place. Once your child turns 18 years of age, they are an adult and you no longer have control over their...
by Susan Grissom | Jul 25, 2023 | Estate Planning
When it comes to estate planning, understanding the distinction between joint and separate property is crucial. The use of the terms Joint Property and Separate Property have meanings in instances of divorce, however, that is not the topic of this blog. Instead, these...
by Susan Grissom | Jul 18, 2023 | Estate Planning
Estate planning is not just about what happens to your assets after you pass away; it also involves strategies and measures to protect and manage your personal and business assets during your lifetime. Beyond the traditional perception of estate planning as a means to...
by Susan Grissom | Jul 11, 2023 | Estate Planning
Estate planning is a critical aspect of financial planning that is often overlooked by many Millennials. It involves creating a plan for the distribution of your assets and property after you die and planning for management of your assets and property if you become...
by Susan Grissom | Jul 4, 2023 | Elder Care, Estate Planning
As we age, the possibility of becoming incapacitated and needing to have someone with authority to make medical and financial decisions is one that should be considered. Guardianship and conservatorship are legal processes through which the court appoints a person to...
by Susan Grissom | Jun 27, 2023 | Elder Care, Estate Planning
One of the concerns that many of my clients have as they age is, who will pay for their skilled nursing care once they exhaust their resources. This question comes up frequently because there are not significant non-retirement assets and the monthly income from...
by Susan Grissom | Jun 20, 2023 | Elder Care, Estate Planning
Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both programs provide health coverage, but the differences between Medicare and Medicaid are significant. Medicare is an “entitlement” program, meaning that everyone who...
by Susan Grissom | Jun 13, 2023 | Elder Care, Estate Planning
When working with clients who have family members on Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), it is important to understand which program the family member is a part of. Both SSI and SSDI are federal programs that provide...
