by Susan Grissom | Aug 24, 2021 | Estate Planning
There are certain things that should happen at least once a year: an annual physical, filing taxes, meeting with your financial advisor, and reviewing your estate plan. Take a look at who you’ve named in key roles, like Executor and healthcare agents. You should also...
by Susan Grissom | Aug 17, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based government assistance program that provides health coverage to low-income adults, children, pregnant women, adults over 65, and those with disabilities. In Georgia, to qualify as needs-based, your income must be below $2,382 a month per...
by Susan Grissom | Aug 10, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based program, which means if your income and / or assets are too high, you won’t qualify. What happens in scenarios where your income exceeds the income limit, but you do not make enough to cover the costs of care? It is possible in the...
by Madalyn Davis | Aug 3, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based program, which in Georgia, requires the recipient to prove they financially require assistance with income and asset limits. See more about those requirements here. Most people have more income and assets than the limits, but not enough to...
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 –...
