by Susan Grissom | Jun 19, 2018 | Elder Care, Estate Planning
Your role as parent has meant a lifetime of caring for your children. As you age, though, those roles are sometimes reversed, and your children may find themselves in the role of caregiver. Before you reach that critical turning point, it’s a good idea to make your...
by Susan Grissom | Jun 12, 2018 | Elder Care
A sad truth about scammers and con artists is that they often prey on senior citizens. Far too many seniors frequently fall for online and offline scams that rob them of their time and money. Sit down with your mom and dad and discuss with them what makes a scam a...
by Susan Grissom | Jun 5, 2018 | Business, Estate Planning
As a business owner, you already know the importance of protecting your personal and business assets and commodities. Did you know that as a business owner you can use estate planning to protect your business interests and to protect your family? Your business...
by Susan Grissom | May 29, 2018 | Estate Planning, Wills & Trust
As parents, you take the responsibility of your 18-year-old’s future seriously. Now is the time to sit your son or daughter down and have a serious talk with them. Plan to discuss their health and health care directives, current and future finances, pending...
by Madalyn Davis | May 22, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Disabled Georgians have a new program to assist in their goal of financial independence. As of June 14, 2017, Georgia is the 22nd State to launch an Achieving a Better Life Enrichment (“ABLE”) program, labeled STABLE, to assist disabled individuals in saving private...
by Madalyn Davis | May 15, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Much has changed in the world of estate planning for the disabled. Gone are the days when an individual had to rely on the generosity of family and friends or face being disqualified from government benefits. In the current age, a beneficiary can fund his or her own...
by Madalyn Davis | May 8, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Our last article gave an overview of Third-Party Special Needs Trusts, but Trusts are not one size fits all. We now turn to another option to provide benefits for special needs beneficiaries: Pooled Special Needs Trusts. Pooled Special Needs Trusts are a great tool...
by Madalyn Davis | May 1, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
The next four articles will be a mini-series focused on Special Needs Planning. Special Needs Trust can benefit anyone who is receiving government benefits. A good Special Needs Trust, also referred to as a Supplemental Needs Trust, can provide financial stability for...
by Madalyn Davis | Apr 24, 2018 | Elder Care, Estate Planning
Our last article focused on the basics of the Veteran’s Affairs Pension (“VA Pension”), but now we turn to the next level of income provided: aid and attendance. Like the basic pension, a veteran must still meet the service and monetary requirements, but a...
by Madalyn Davis | Apr 17, 2018 | Elder Care, Estate Planning
Despite its name, the Veterans Affairs Pension (“VA Pension”) does not act like a traditional pension and does not require a veteran have retired from the military. There are three primary requirements for the VA Pension: Service: A veteran must have...
