You now understand the basics of annuities because you read Banish Annuity Confusion in 5 Minutes (If you haven't read it and you aren't an annuity expert, you better go back and read it now). But how … [Read more...]
Life Estates In 5 Minutes
IMPORTANT: THIS ARTICLE HAS BEEN DRASTICALLY REVISED IN 2022. PLEASE SEE THE UP-TO-DATE VERSION HERE. Understanding life estates may be essential if protecting the home (or other real … [Read more...]
Can You Dodge These Looming Threats?
You have that uneasy feeling that you ought to be doing something . . . just not sure what. Perhaps Mom or Dad has been exhibiting some troubling health symptoms. As the oldest/only/closest child you … [Read more...]
Veterans Scam Alert: Happening At An Assisted Living Facility Near You!
A scam common in many parts of the country has come to central North Carolina. Veterans (and widows of veterans) are being duped into funneling hundreds of thousands of dollars into totally … [Read more...]
Sole Benefit Trusts and Special Needs Trusts
A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]
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