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...
by Susan Grissom | Jun 6, 2023 | Estate Planning, Special Needs Trust
Estate planning can be complex, and it becomes even more so when providing for disabled or special-needs family members. However, with proper planning, you can ensure that your loved ones are taken care of even after you are no longer there to provide for them. Here...
by Susan Grissom | May 30, 2023 | Uncategorized
A common question of many of our estate planning clients is when to begin collecting social security benefits. A related question is whether continuing to work will affect their social security benefits. When considering the age to begin collecting social security,...
by Susan Grissom | May 23, 2023 | Elder Care, Estate Planning, Special Needs Trust
Estate Planning needs change as we age and are different for persons who have special needs, either due to age or disability. Among the many considerations are whether the aging or special needs individual needs to make a plan and whether he or she has capacity to do...
by Susan Grissom | May 16, 2023 | Estate Planning, Wills & Trust
We are frequently asked if a Will is invalid and why the Will must go through probate if it is valid. Part of the Probate Process is the process of reviewing the Will to determine if the Will is valid. The probate court reviews a Will to determine if it meets...
by Susan Grissom | May 9, 2023 | Estate Planning, Probate
Some people use the terms ‘heir’ and ‘beneficiary’ interchangeably. However, the two terms actually mean different things. Not all heirs are beneficiaries, and not all beneficiaries are heirs. What is a Beneficiary? If you die with an estate plan, you should have...
