by Susan Grissom | Nov 22, 2022 | Estate Planning, Holiday
Happy Thanksgiving! I try to reflect on the many blessings I receive daily, but at this time of the year, I especially want to take the opportunity to reflect on the past year, the people and things I am thankful for, and to express my thanks for the many blessings I...
by Susan Grissom | Nov 15, 2022 | Elder Care, Estate Planning
This week we are providing some information about Medicare because we receive many questions regarding the application process and requesting information about the program. Medicare is a federal health insurance program open to individuals age 65 and older, or under...
by Susan Grissom | Nov 8, 2022 | Elder Care, Estate Planning
Estate Planning needs change as we enter the different seasons of life. As we age, our estate plans should change and the estate planning needs of older adults should incorporate planning for incapacity. Some of the changes you might consider in your estate plan...
by Susan Grissom | Nov 1, 2022 | Estate Planning, Probate
Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...
by Susan Grissom | Oct 25, 2022 | Estate Planning, Wills & Trust
You are entering or are in your midlife (40’s, 50’s, 60’s) and its time to update your estate plan. At this point in your life, you may own a home, perhaps more than one, have acquired significant assets, own a business, and have children. When reviewing your Estate...
by Susan Grissom | Oct 18, 2022 | Estate Planning, Wills & Trust
As a young couple, you are probably very busy. Your busyness may include a first home, starting a family, and career changes, to name a few. Estate Planning decisions and activities for a young couple should include a number of items: Executing an Advance Directive...
by Susan Grissom | Oct 11, 2022 | Estate Planning, Wills & Trust
A common assumption by young adults is that they do not need to take the time to put an estate plan in place because as young adults, they don’t have an “estate”; however, if you have a bank account, 401 (k) or other assets, you have an estate. If you don’t have any...
by Susan Grissom | Oct 4, 2022 | Elder Care, Estate Planning, Wills & Trust
Estate Plans change through the stages of life and have many purposes: (i) to name agents to make decisions for you if you are unable to do so, (ii) to decided how to dispose of your wealth, (iii) to name guardians for your minor children, (iv) to minimize taxes, (v)...
by Susan Grissom | Sep 27, 2022 | Estate Planning, Probate
A common statement in many Last Will and Testaments is that the estate will be “distributed to my heirs at law.” Georgia statutes define who the heirs at law are in the Official Code of Georgia Annotated (OCGA), Section 53-2-1, as follows: The spouse is the heir if...
by Susan Grissom | Sep 20, 2022 | Estate Planning
Several estate planning mistakes exist, including the Number One mistake of not creating an estate plan. You do not need a ton of money to create an estate plan – you only need to have a bank account or own a car or other assets, regardless of their value. When a...
