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Category Archives: Estate Planning

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When You Don’t Know Where to Go

Aging, Caregivers, Estate PlanningBy Susan GrahamFebruary 26, 2019

There are many things we prepare for in life, getting married, having kids, buying a home, retirement, etc.  Unfortunately, most of us do not prepare for the day we notice that our parents, grandparents, or other aging loved one needs more help than before. They seem to be doing fine in some areas of their life,…

Revocable Trust – How to Title Assets

Estate PlanningBy Susan GrahamDecember 26, 2018

If you have a Revocable Trust and you buy a new asset – what name should go on the title? Susan Graham discusses in this video.

When Should You Stop Driving?

Estate PlanningBy Susan GrahamOctober 16, 2018

This is a subject no one likes to talk about. Susan Graham discusses in this video.

Giving an Inheritance to Someone Receiving Government Benefits

Estate PlanningBy Susan GrahamSeptember 11, 2018

What if a loved one is receiving government disability benefits? How do you give them an inheritance? Susan Graham explains in this video.

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