Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” (or “POD”) account. However well-intentioned the advice, the results of either … Continue Reading
Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home?
Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on his first term) and put land and some other assets in the trust. Are the assets … Continue Reading
Ever wonder how to find a good lawyer? For my friends over 100 miles from Asheboro or Charlotte, North Carolina, I’ll show you how to find a great elder law attorney. If you are within those areas, I think you can guess who I would recommend.
Much of my advice could also apply … Continue Reading