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Category Archives: Estate Planning

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Estate Planning Tips and Resources

Estate PlanningBy Susan GrahamAugust 16, 2022

From Susan M. Graham’s book “Can Lawyers Always Save the Day for Seniors?”

Mom Wants to Change Her Will

Aging, Estate PlanningBy Susan GrahamJune 30, 2022

Sam was the son of their long-time client Laura Riner. He said he was calling on behalf of his mother. She wanted to change her estate plan, he said, and disinherit her daughter.

Is my House Protected if in my Trust?

Estate PlanningBy Susan GrahamApril 18, 2022

Susan Graham discusses this common question we get from our clients.

The Rejected Two-Day-Old Power of Attorney

Estate Planning, FinancialBy Susan GrahamApril 4, 2022

When a person is still mentally sharp, have them sign a “Power of Attorney” where they nominate a first and alternate family member or friend to make financial and health decisions for them when they are unable to help themselves.

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