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 | 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 | Nov 15, 2022 | Elder Care, Estate Planning
This week we are providing some information about Medicare because we receive many questions regarding the application process and requesting information about the program. Medicare is a federal health insurance program open to individuals age 65 and older, or under...
by Susan Grissom | Nov 8, 2022 | Elder Care, Estate Planning
Estate Planning needs change as we enter the different seasons of life. As we age, our estate plans should change and the estate planning needs of older adults should incorporate planning for incapacity. Some of the changes you might consider in your estate plan...
