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Category Archives: Estate Planning

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Special Needs Trusts

Estate PlanningBy Susan GrahamOctober 29, 2019

What is a “Special Needs Trust”? What are the benefits? Susan Graham explains in this new video.

Do you Have the Wrong Beneficiary Name

Estate PlanningBy Susan GrahamSeptember 23, 2019

Do you have the “wrong” beneficiary for your life insurance and retirement accounts? How will you know?

“Planning With a Terminal Illness” by Nicola Melby

Estate Planning, Aging, HealthBy Susan GrahamAugust 30, 2019

By Nicola Melby, CELA, Attorney, Stuart, Florida National Elder Law Foundation Newsletter, February 2018   Be sure that a DNR document has been executed and that it is readily accessible. If at home, consider folding the DNR document neatly in a baggy and affixed to the outside of the refrigerator. Most EMT workers will know…

Have You Shared Your True Wealth and Wisdom?

Estate PlanningBy Susan GrahamAugust 20, 2019

Have you shared your stories – your “wealth and wisdom”? Susan Graham discusses in this video.

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