by Susan Grissom | Nov 7, 2017 | Elder Care, Estate Planning, Probate, Special Needs Trust, Wills & Trust
A Power of Attorney is a serious matter. In the most general terms, it means you give the power to make decisions and sign documents on your behalf to an individual other than yourself. A Power of Attorney also entitles that individual to purchase life insurance,...
by Susan Grissom | Oct 10, 2017 | Elder Care, Estate Planning, Probate, Wills & Trust
Too often, parents ignore estate planning because of a fantasy that they will live a long life and that there will be time for them to sort those things out. After all, estate planning ultimately contemplates death which is not something that a vibrant and healthy...
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...
