by Susan Grissom | Aug 15, 2017 | Elder Care, Estate Planning, Wills & Trust
Protecting assets from the rising costs of long term care is a consideration of many seniors and aging baby boomers. There are a variety of methods and products available in the marketplace that provide some form of protecting assets from the rising costs of long term...
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...
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...
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...
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...
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...