As part of our practice, we help North Carolina clients qualify for Medicaid and Emergency/Crisis Medicaid. If you qualify (now or in the foreseeable future) for assisted living, memory care, or skilled care, or you’ve already been admitted to a nursing home or expect to go to a nursing home in the foreseeable future, we may be able to help protect your family’s hard earned wealth from … read more
Articles & Publications
Basic Questions About Estate Planning – I’ve Been Asked to Serve as Executor. What Should I say?
When someone asks you to serve as executor of their estate, you need to understand that the job comes with specific responsibilities and duties. While it might be an honor to be trusted enough to serve as an estate executor, administrator, or the trustee of a trust, you should only accept the position if you are prepared to carry out the job's tasks. To determine whether you should … read more
Steps Involved in Inheritance Planning
Most people understand the importance of inheritance planning; however, over half of all Americans do not have an inheritance plan in place despite knowing they need one. There are a number of reasons people give for their lack of an inheritance, or estate, plan, but one of the most common is that they simply don’t know where to start. Unless you have some experience with it, inheritance … read more
Tax and Estate Planning for Parents with Minor Children
Creating a comprehensive and well thought out estate plan is something everyone should make a priority. If you are the parent of a minor child, however, the need to have an estate plan in place is heightened for several reasons, starting with the fact that your child is, of course, is your most valuable asset. Because your minor child cannot inherit directly from your estate, you must … read more
