by Susan Grissom | Oct 23, 2018 | Special Needs Trust, Wills & Trust
Parents have a natural desire to secure the future of their children. Because special needs children often live with their parents longer and rely on them more heavily, parents of special needs children have an additional concern – who will take care of my special...
by Susan Grissom | Oct 16, 2018 | Estate Planning, Wills & Trust
An estate planning is a necessity for everyone. When you pass away, you want your assets to go where you want them to go, not where a court decides they should go. In addition to naming beneficiaries and distributing your property and belongings, an estate plan can...
by Madalyn Davis | Aug 21, 2018 | Elder Care, Estate Planning, Wills & Trust
One of the most frequent problems I see in probate is improper titling on the deed for the home. Many couples believe because they bought the house together, they own it together and when one of them passes the home automatically goes to the surviving spouse. What...
by Madalyn Davis | Aug 14, 2018 | Elder Care, Estate Planning, Wills & Trust
I often hear, “I already have a Will, I don’t need to do that again.” What most clients don’t consider is how life circumstances may change their estate plan, or how changes in law could impact the documents that have already been executed. Even for clients who have...
by Madalyn Davis | Aug 7, 2018 | Estate Planning, Wills & Trust
As your family grows, and your asset portfolio grows, the needs of your estate plan change too. The “walls” of a good plan grow with your family and your assets. Part of estate planning is considering your current situation (children, assets, etc.), but a larger part...
by Madalyn Davis | Jul 31, 2018 | Estate Planning, Wills & Trust
Building a strong foundation at a young age can prepare you for unforeseen circumstances. A good financial planner will help you build an initial savings account and set up your first IRA and investments. Something you may not have considered, or thought was...
