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Categories
Category Archives: Uncategorized
Shareholder rights (Especially if you own shares in small or privately owned companies)
Protecting Your Rights as a Shareholder If you are considering purchasing shares in a company, do you understand the potential risks as well as the perks? What are the rights and privileges of a shareholder? And how do you protect … Continue reading
Pre-Paid Funeral. I’m afraid my investment will be lost
I’m sure you’ve heard the story of people who lost the whole amount they gave to the funeral home that went out of business or was sold? In N.C. – here is why it’s safe for you to do. The … Continue reading
If you are receiving Medicaid Waiver Payments, you need to read this!
Article Highlights: What are Medicaid Waiver Payments? IRS Ruled Them to be Non-Taxable Taxpayer-Favorable Tax Court Case Tax Credits Amended Returns Medicaid waiver payments are a type of payment from a state to an individual to take care of another … Continue reading
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Financial (General/Durable) Power of Attorney
Understanding Financial (General/Durable) Power of Attorney A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act in your place for financial or other purposes when and if you ever become incapacitated or if … Continue reading
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Health Care Power of Attorney: North Carolina
North Carolina HEALTH CARE POWER OF ATTORNEY: 7 things to think about What is it? In North Carolina a Health Care Powers of Attorney authorizing someone to make medical decisions for you, if you become unable to make or … Continue reading
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Estate Planning Possibilities (2) | Carolina Estate Counsel | Raleigh NC Elder Law Firm
Ever wonder if you may have missed some planning opportunity in your Estate Plan? What about some of these: Grantor Retained Annuity Trust Annual Exclusion Trusts Defective Trust Planning Dynasty Trusts Generation Skipping Transfer Qualified Personal Residence Trust Tax Free … Continue reading
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Estate Planning Possibilities
You may have heard of different types of Estate Planning techniques, but here are a few that you may not be totally familiar with: Irrevocable Life Insurance Trust Foundation Documents Beneficiary Forms Proper types of Property Ownership Limited Family Partnership … Continue reading
Medicare for all……………. what does this really mean?
What are Medicare for All and Medicare for America, and how would these concepts change health care? (An article originally from The Association of Certified Senior Advisors, July 2019) As the 2020 presidential race heats up, voters are hearing more … Continue reading
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Stay home longer. What products are out there?
HERE IS A PLACE TO START: AbleData.ACL.gov What is it that you need to keep your loved one home a little longer? Maybe it’s different walker or a giant type crossword puzzle. Within the last few years, there have been … Continue reading
MEDICARE: What it DOES NOT cover
Many families we meet have the idea that MEDICARE will cover most of their LONG TERM CARE costs, like Assisted Living or Skilled Nursing as well as many of the medical costs associated with aging. Some of the costs NOT … Continue reading
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Tagged asset protection, Elder Law, free consultation, Medicaid Planning, POA, Trust Planning
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