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- Administration
- Advance Directives
- Asset Protection
- Business Succession
- Charitable Gift Planning
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
- Real Property
- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
- Trusts
- Wills
Advance Directives
3 Estate Planning Mistakes You Can Fix
Posted on: June 3rd, 2013
Choosing to make an estate plan is smart, but some individuals happen to make mistakes at the same time. Estate planning should not be intimidating. ...
Should an Estate Plan be Revised Before or After a Divorce?
Posted on: May 20th, 2013
We’ve written about the importance of updating your beneficiaries, but when you’re going through a divorce, should you update your estate plan while navigating separation or after the divorce is finalized? ...
Serving Estate Planning to the Sandwich Generation
Posted on: February 27th, 2013
The “Sandwich Generation”—today’s 10 million baby boomers who care for both their own children or grandchildren and elderly parents or relatives—may need to take a different approach to estate planning. ...
Memory Loss, Retirement and Aging
Posted on: February 18th, 2013
Memory loss comes in many forms. From mild cognitive impairment and dementia, to the severe effects of advancing Alzheimer’s, the number of senior citizens affected by memory impairments is only going up. ...
The Conversation – How to Talk to Loved Ones About Elder Care Issues
Posted on: May 25th, 2012
I recently met with a loving grandson, who needed some advice regarding his grandmother. His grandmother currently lives in another state. ...
Am I Ready to Die?
Posted on: February 9th, 2011
I’m at home today, sick with the flu. Last night was rough, fever, chills, cough, and inability to sleep, but I feel a bit better right now. However, during the worst of the night, a thought came to mind that it might actually be a relief if my mortal existence ended. ...
