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Estate Planning Business Succession

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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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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Researchers Look to Reduce the Risk Of Women Developing Dementia

Motherhood and a later menopause could reduce the risk of women developing dementia.
05/05/22 • by: Grogan Law, PLLC
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Is Your Incapacity Plan in Place?

You may lose the ability to manage your own affairs as you grow older. Therefore, it’s necessary to have an incapacity plan in place.
05/04/22 • by: Grogan Law, PLLC
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What Do I Need to ‘Age in Place’?

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.
04/25/22 • by: Grogan Law, PLLC
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How Do I Protect Myself and My Children in a Second Marriage?

Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
03/30/22 • by: Grogan Law, PLLC
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What are Penalties When Contributing to or Withdrawing From Retirement Accounts?

Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.
03/29/22 • by: Grogan Law, PLLC
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What Women Need to Know About Finances After Divorce

The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
03/10/22 • by: Grogan Law, PLLC
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