by Madalyn Davis | May 28, 2019 | Estate Planning
When planning which assets you will leave to your family and friends, clients always think of the jewelry, artwork, and antiques they own but often forget about digital assets like Facebook accounts, Snapchat, Bitcoin, or other similar property. So much banking is...
by Susan Grissom | May 21, 2019 | Estate Planning
A common misconception about estate planning is that all estate plans are the same. Many people believe that an estate planning attorney simply fills in a bunch of blanks in a template and gives the client a standard form, that it’s a plug-and-play scenario for...
by Madalyn Davis | May 14, 2019 | Estate Planning
A Will is not just a way to leave assets to people or to dictate what happens to “your stuff” after you die, it can also serve as a love letter from you to your family and friends as well. Often, a Will is the last thing family and friends will read from you. Aside...
by Susan Grissom | May 7, 2019 | Estate Planning
Have you been named as a beneficiary on an IRA or do you need to update beneficiaries on an IRA or other retirement account? We get regular questions regarding what happens to an IRA or 401(k) after the owner passes. The first question is always, whether a beneficiary...
by Madalyn Davis | Apr 30, 2019 | Estate Planning, Wills & Trust
We get many calls from clients and others wondering what happens if you make an estate plan in one state, but move to another. The answer is different depending on your estate plan. If you have a will, it should at least be reviewed by an attorney in the state you now...
by Madalyn Davis | Apr 23, 2019 | Estate Planning, Wills & Trust
One of the most frequent mistakes we see in estate planning is not funding your trust. Many times children or spouses come into the office after the death of a loved one with a trust, but when we begin looking at the assets, the trust was never funded. A family who...
by Susan Grissom | Apr 16, 2019 | Wills & Trust
What are your health care preferences? If you become injured or incapacitated, what lifesaving measures do you want taken? What standard of care is your preference? Do you prefer to convalesce in your home or in a care facility? Many people don’t ask themselves these...
by Susan Grissom | Apr 9, 2019 | Probate
Sometimes, but not always, there may need to be a Personal Representative appointed by the Court in order to handle a Deceased person’s affairs. The following information is intended to help you understand some of the probate terms used when handling the Estate of a...
by Susan Grissom | Apr 2, 2019 | Estate Planning
Fewer than half of men and women in their mid-fifties to mid-sixties have completed a will or estate plan. The savvy individuals who do have an estate plan know it’s a smart move, an ongoing process, and a set of documents which should be reviewed on a regular basis....
by Susan Grissom | Mar 26, 2019 | Elder Care
It’s terrible when anyone is the victim of a financial scam. It can be devastating when elderly citizens are preyed upon and fall victim to money-related scams. They’re more likely to find it difficult, if not impossible, to recover from financial exploitation because...
