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...
by Susan Grissom | Oct 19, 2021 | Special Needs Trust
When a child attains the age of 18, he or she is viewed as an adult in the eyes of the law. This means that your authority as a parent terminates. For most families, this milestone means a child is leaving the nest, gaining independence, and possibly headed off to...
by Susan Grissom | Jul 13, 2021 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
The Social Security Administration manages two programs to help people: The Supplemental Security Income (SSI) and the Social Security Disability Insurance (SSDI) programs. People sometimes get the programs confused or they think they are the same thing. However, they...
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...
