by Susan Grissom | Jan 5, 2021 | Elder Care, Estate Planning, Wills & Trust
Happy New Year! As we start a new year, many of us take time to reflect on the previous year and to set goals for the new year. If you are like me, you are looking forward to 2021 and to accomplishing a number of things, call them resolutions, goals or aspirations....
by Susan Grissom | Dec 29, 2020 | Estate Planning
2020 has been a tough year. As the year comes to a close, I wish to take the opportunity to thank our clients and referral partners for trusting us and allowing us to work with you during 2020! I also wish to wish each of you Happy Holidays and much happiness in 2021!...
by Susan Grissom | Nov 24, 2020 | Estate Planning
Happy Thanksgiving! As I take the time this week to reflect on my blessings, I would also like to take the opportunity to tell each of our clients and partners thank you! We count you, our clients and partners, among the blessings we have received! The dictionary...
by Susan Grissom | Nov 3, 2020 | Estate Planning, Probate
In many cases, when someone dies, the appointed executor professionally handles the estate. However, in some cases, an executor goes rogue. It seems that sometimes, a death in the family brings out the worst in people, including resentment between heirs, including the...
by Susan Grissom | Oct 13, 2020 | Elder Care, Estate Planning
Our population is living longer, healthier, lives and continuing to live in their own homes or independent living centers. Many families live across multiple states and as their parents age, children may not be close by to help with the day-to-day tasks. While a...
by Susan Grissom | Oct 6, 2020 | Estate Planning, Special Needs Trust
If you have a family member with disabilities who relies on Medicaid and/or SSI, giving them money either as a gift during your lifetime or at death as an inheritance, may affect their government benefits, either reducing the benefit or causing them to lose the...
