You’ve worked hard your whole life to get to where you are now. However, earning an income is just half the battle—how can you protect and hold onto your hard-earned assets during your retirement … [Read more...]
Archives for January 2023
What Things Should I Consider When Choosing an Elder Law Attorney in North Carolina?
As we age, we face several challenges and uncertainties. Whether we are coping with age-related health conditions, making decisions about our finances, or thinking about the legacy we’d like to leave … [Read more...]
Banish Annuity Confusion in 5 Minutes
The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get … [Read more...]
Powers of Attorney: Give Me 3 Minutes!
A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it … [Read more...]