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Estate Planning Business Succession

What Do We Do If Dad’s Caregiver Dies?

A caregiving spouse dies, and their adult children are left unaware of their surviving parent’s needs and how to meet them.
05/25/22 • by: Grogan Law, PLLC
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When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
05/24/22 • by: Grogan Law, PLLC
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How to Shop for a Life Insurance Policy

It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?
05/23/22 • by: Grogan Law, PLLC
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Can You Inherit a House with a Mortgage?

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
05/20/22 • by: Grogan Law, PLLC
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Should You Update Your Estate Plan?

Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
05/18/22 • by: Grogan Law, PLLC
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Half of Americans Making More than $100K Don’t Have a Will

Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.
05/17/22 • by: Grogan Law, PLLC
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How are Criminals Scamming Vets?

Veterans Affairs officials are warning about an uptick in scam attempts targeting veterans’ pensions that could result in serious financial problems for elderly or infirm individuals.
05/16/22 • by: Grogan Law, PLLC
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What Is Portability and Can I Use It with my Farm?

One of the most overlooked and misunderstood tax laws – available to married farming couples – is an opportunity called portability.
05/11/22 • by: Grogan Law, PLLC
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Can I Help My Elderly Mom when She’s Near End of Life?

For those of us with aging parents or other loved ones, there are some important things to consider.
05/10/22 • by: Grogan Law, PLLC
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Why Is Communication Important in Estate Planning?

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
05/09/22 • by: Grogan Law, PLLC
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