by Susan Grissom | Dec 13, 2022 | Estate Planning
As we reach the end of 2022, I like to take time to review the goals I set for myself and determine if I have unmet goals that are still achievable. I also try to take time to meet with my advisors to make any adjustments that are needed to my financial plan and for...
by Susan Grissom | Dec 6, 2022 | Estate Planning
Each year, beginning in the fall, I start looking for gift ideas for my adult children. This year, I wish to share some ideas for gifts for adult children that I, my staff, our clients, and referral partners have come up with. I hope you find these ideas useful. The...
by Susan Grissom | Nov 22, 2022 | Estate Planning
Happy Thanksgiving! I try to reflect on the many blessings I receive daily, but at this time of the year, I especially want to take the opportunity to reflect on the past year, the people and things I am thankful for, and to express my thanks for the many blessings I...
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...
by Susan Grissom | Nov 1, 2022 | Estate Planning, Probate
Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...
