by Madalyn Davis | Jul 27, 2021 | Elder Care, Estate Planning, Wills & Trust
All too many of our clients come to us with stories of the difficulties they faced when mom or dad are diagnosed with dementia. Without advanced planning, there was no one to legally manage their finances, make medical decisions, or deal with real property. Dementia...
by Madalyn Davis | Jul 20, 2021 | Estate Planning
As you begin to consider easing into retirement, Social Security is probably a big topic on your mind. The first thing you should think about is when to start taking your Social Security. There are three points at which you can take Social Security: Early Retirement –...
by Susan Grissom | Jul 13, 2021 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
The Social Security Administration manages two programs to help people: The Supplemental Security Income (SSI) and the Social Security Disability Insurance (SSDI) programs. People sometimes get the programs confused or they think they are the same thing. However, they...
by Susan Grissom | Jul 6, 2021 | Estate Planning
We recommend reviewing your estate plan periodically to determine if changes are needed. As you enter retirement or as you plan to retire, you should review your estate plan to ensure that changes in your income, benefits, etc. which may affect the size of your estate...
by Susan Grissom | Jun 29, 2021 | Estate Planning, Wills & Trust
Whether you are just starting your first position out of college or have been working in your career field for a few years, as a young professional, you may not think that you need to create an estate plan yet, because you are single, don’t have significant assets or...
by Susan Grissom | Jun 22, 2021 | Estate Planning, Wills & Trust
Once your child turns 18, he or she is now an adult. Whether your child is off to college, trade school, taking a break and traveling or starting work immediately after high school, the fact that he or she is now an adult, means that you may not have the right or...
