by Susan Grissom | Dec 6, 2016 | Elder Care, Estate Planning, Special Needs Trust, Wills & Trust
Any person who has responsibility for someone with a disabling medical condition, like a parent of a child with cerebral palsy, for example, may want to set up what’s called a Special Needs Trust for that disabled person. The advantage of a Special Needs Trust is that...
by Susan Grissom | Nov 29, 2016 | Elder Care, Estate Planning, Probate, Wills & Trust
Are you the Caregiver for a loved one who is a senior? Are you concerned that as a caregiver you don’t have everything you need in place? The following is a checklist of things caregivers of seniors should consider putting in place. Medical Create a list of all...
by Susan Grissom | Nov 22, 2016 | Probate
In Georgia, the Executor or Administrator files a Petition to Discharge the Personal Representative to Close a Probate Estate. This Petition is filed after all of the debts, expenses and taxes have been paid, tax returns filed, and remaining assets distributed. The...
by Susan Grissom | Nov 15, 2016 | Estate Planning, Wills & Trust
Estate planning is something lots of people avoid, but it’s an important step in preserving family harmony after you’re gone. One of the most tragic things about the death of a parent is that amidst all the sadness, their families can often be torn apart by bitter...
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 | Nov 1, 2016 | Elder Care, Estate Planning, Probate
Every adult has the right to make their own decisions about their life. There are times when an adult can no longer fulfill that responsibility, because of mental or physical problems that incapacitate them. When that happens, the legal remedy is guardianship or...
by Susan Grissom | Oct 25, 2016 | Uncategorized
The addition of a child to your family can be exciting, meaningful and stressful. As new parents or parents to a new child, there are a number of things to consider, especially financial and legal implications of parenting. The list can be overwhelming but taking the...
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...
