by Susan Grissom | Mar 14, 2017 | Estate Planning, Wills & Trust
It’s a mistake not to have an estate plan in place when you die, because it will create problems for your survivors. If there is no estate plan, there can be legal issues, financial penalties, and extra fees involved, and there is always the possibility of...
by Susan Grissom | Mar 7, 2017 | Estate Planning, Special Needs Trust, Wills & Trust
There was a time when people who had a loved one with a disability, whether it was physical, mental, or developmental, felt like they were marooned on a desert island. There was very little available to them in terms of support, and they worried about what would...
by Susan Grissom | Feb 21, 2017 | Estate Planning, Wills & Trust
Are you and your loved one cohabitating or domestic partners and unmarried? Have you considered estate planning? Do you have a will or trust that provides for your loved one? Unlike marriage, an unmarried partner is not a legal heir and therefore does not inherit...
by Susan Grissom | Feb 7, 2017 | Elder Care, Estate Planning, Wills & Trust
Digital assets is a new concept in estate planning, but it’s an extremely important one. We spend so much of our lives online these days that our digital assets have become at least as much of our net worth as our non-digital ones. A study in 2007 by Microsoft...
by Susan Grissom | Jan 24, 2017 | Elder Care, Estate Planning, Wills & Trust
It’s a new year, and along with the resolutions you make to lose weight or get more exercise, you should resolve to review your estate plan. That’s not high on most of our lists of fun things to do, but it is important, especially if you had a major life...
by Susan Grissom | Jan 17, 2017 | Estate Planning, Wills & Trust
Congratulations Newlywed! When you applied for your marriage license, you probably told the Clerk if you would keep or change last names; however, there are several steps to updating the name if you are changing your name. Here are several other things to consider as...