by Susan Grissom | Oct 29, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
Creating a Will is important when you want to ensure that your assets are distributed according to your wishes after you pass away. However, the effectiveness of your Will depends not only on its content but also on where and how it is stored. If your Will cannot be...
by Susan Grissom | Oct 8, 2024 | Elder Care, Estate Planning, Probate, Special Needs Trust, Wills & Trust
Estate planning is an important part of managing your financial future and ensuring that your assets are distributed according to your wishes. However, the process can be complex, and many people are unsure if they need professional assistance. Here are some signs...
by Susan Grissom | Jul 23, 2024 | Estate Planning, Special Needs Trust
A special needs trust (SNT) is a powerful legal tool designed to benefit individuals with disabilities by preserving their eligibility for government assistance programs like Medicaid and SSI while ensuring they have access to additional resources. But can you create...
by Susan Grissom | Feb 27, 2024 | Estate Planning, Special Needs Trust, Wills & Trust
Executors and trustees are appointed by a court or in a Will or Trust to manage someone’s estate or trust. The role of an executor or trustee is important in the administration of an estate or trust, involving various responsibilities such as asset distribution,...
by Susan Grissom | Jun 6, 2023 | Estate Planning, Special Needs Trust
Estate planning can be complex, and it becomes even more so when providing for disabled or special-needs family members. However, with proper planning, you can ensure that your loved ones are taken care of even after you are no longer there to provide for them. Here...
by Susan Grissom | May 23, 2023 | Elder Care, Estate Planning, Special Needs Trust
Estate Planning needs change as we age and are different for persons who have special needs, either due to age or disability. Among the many considerations are whether the aging or special needs individual needs to make a plan and whether he or she has capacity to do...
