-
Recent Posts
Archives
- April 2021
- March 2021
- February 2021
- January 2021
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- February 2020
- November 2019
- October 2019
- July 2019
- April 2019
- November 2018
- November 2017
- July 2017
- May 2017
- January 2017
- December 2016
- August 2016
- April 2016
- January 2016
- November 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- February 2015
- January 2015
- October 2014
- July 2014
- May 2014
- February 2014
- December 2013
Categories
Tag Archives: Estate Planning
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
PROBATE: Simple Overview of what needs to be done
By no means are we going to imply that the NC Probate Process is simple. There are many dates that need to be adhered to, forms and procedures that can create pitfalls for your family. Here are the basics: Step … Continue reading
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
Bankruptcy in part due to Long Term Care costs
The research Referred to as a “coming storm of broke elderly,” the study was able to identify that the rate of citizens over the age of 65 who are now filing for bankruptcy increased about 204% from 1991 to 2016. … Continue reading
Posted in Long Term Care Planning
Tagged Estate Planning, free consultation, Trust Planning
Leave a comment
Sharing your family history – where to start
Part II – Sharing Family History: Where to Start Every Story Media Guest Blog in three parts (this is #2 of 3) In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, Every Story Media, Lyn Jackson
Leave a comment
YOUR FAMILY STORY…….why it’s important
In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture and preserve your family stories, values and traditions, how to get started, and why video is the best method. Aging offers gifts, if … Continue reading
The Cost of Dementia
The cost of any illness or disability can be staggering, but the average cost of caring for a loved one with DEMENTIA can be staggering. Dementia is the “umbrella term” for a number of cognitive disorders. This is just a … Continue reading
Posted in Uncategorized
Tagged Alzheimer's, Dementia, Estate Planning, Powers of Attorney, VA Planning
Leave a comment
Alzheimer’s and Estate Planning
BE PREPARED! Estate and Elder Law planning is even more important if you suspect that you or a loved one is in the early stages of Alzheimer’s or any progressive cognitive disease. Here are just a few areas you should … Continue reading
Special Needs Trust
What is a “Special Needs” trust? Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as: Supplemental Security Income (SSI) … Continue reading
Long Term Care…….. are you part of the 70%
In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, Medicaid Planning, trusts, VA Planning
Leave a comment
