Not long ago, I was discussing health care advance directives with a client. When we began discussing health care powers of attorney she asked: “Is that the one where the person you’ve named can pull … [Read more...]
Estate Planning for Seniors in North Carolina: What Do I Need to Know?
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...]
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...]
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