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 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...
by Susan Grissom | May 2, 2023 | Estate Planning
In a nutshell, portability allows a surviving spouse to use part or all of the deceased spouse’s estate tax exemption in addition to his or her own. While Georgia does not have an inheritance tax – the federal estate tax does apply to Georgia residents. Portability...
