by Susan Grissom | Sep 12, 2017 | Elder Care, Estate Planning, Wills & Trust
One of the concerns that many of my clients have as their parents age is, who will pay for my parents’ or loved one’s skilled nursing care once they exhausted their resources. Will my parents need Medicaid and if so, what is the process for Medicaid qualification and...
by Susan Grissom | Aug 22, 2017 | Elder Care, Estate Planning, Wills & Trust
Revocable Trusts are used regularly in estate planning. If your estate plan includes a revocable trust or if you are considering a revocable trust, it’s important to understand revocable trust terminology. The following terms are used in revocable trust and...
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...
