by Susan Grissom | Nov 8, 2016 | Estate Planning, Wills & Trust
Leaving your children home and traveling without kids can be stressful. If you are traveling without kids, there are a number of things to consider. This checklist provides you with a place to start planning. Planning will reduce the stress associated with your...
by Susan Grissom | Oct 18, 2016 | Estate Planning, Wills & Trust
Does your college student have a Health Care Directive? Have you recently sent a student off to college or are you preparing to do so? If so, consider having your student execute a Heath Care Directive. Health Care Directives serve many purposes. First, they designate...
by Susan Grissom | Oct 11, 2016 | Estate Planning, Wills & Trust
Planning is important in every phase of our lives, but it becomes especially important when it comes to our health care late in life. For most of us, there are important decisions that will need to be made at a time when our health may be failing, and we may not be in...
by Susan Grissom | Oct 3, 2016 | Estate Planning, Probate, Wills & Trust
A question I receive frequently when meeting with clients for estate planning is “what is the difference between an heir and a beneficiary?” An Heir is a family member who is entitled to receive property under the laws of intestacy. When a decedent...
by Susan Grissom | Sep 15, 2016 | Elder Care, Estate Planning, Wills & Trust
There is no hard and fast answer to your question of how long an Agent needs to keep financial documents. For tax purposes, people often recommend keeping seven years of records. For Medicaid purposes five years is enough, as you are doing. In terms of your siblings,...
by Susan Grissom | Sep 1, 2016 | Elder Care, Estate Planning, Wills & Trust
Passing down a Roth IRA can seem like a good idea, but it doesn’t always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences. Earnings in a traditional IRA generally are not...
