Setting up an estate plan to protect you and your future is difficult and messy. As a result, most people procrastinate or push themselves to do it on their own. They don’t realize there is an alternative. Focusing on the plan that fits your needs will provide you with a results-oriented plan to match your…
What is important for people to know about wills and trusts? Listen to Susan M. Graham explain in a segment that is part of the “Moving America Forward” program featuring Ms. Graham, starring William Shatner and hosted by Doug Llewelyn. The program originally aired on June 18, 2017. ****** UPCOMING SEMINAR ****** Free public seminar…
What will happen to your pets if you become seriously ill, or die? Susan Graham discusses in a recent video. ****************** UPCOMING SEMINAR ******************* Free public seminar – Thursday, August 3, 2017 at 10:00 a.m. and 2:00 p.m. Join us for this informative seminar, sponsored by Susan M. Graham, to help you understand ways…
Today I met with Sam, a widower who created an estate plan 15 years ago with his wife, June. They have children from separate marriages. He came into the marriage with $1,500,000 of assets and June had $300,000. They never had a marriage contract to keep track of who was the owner of each asset. …