Articles & Publications

What to Know About ‘Power of Attorney’

Power of attorney: what does that mean? Generally, this gives broad powers to a person or organization, (an agent or attorney), to act on your behalf. What powers are they? Handling financial and business transactions. Buying life insurance. Settling claims. Operating business interests. Making gifts. Employing professional help. These different factors make a …  read more

Learning Your Way Around Trusts – Revocable Living Trusts and Medicaid Trusts

Medicaid Trusts are typically Irrevocable Trusts. Irrevocable Trusts can’t be changed after they’re created and they’re drafted to only pay out income, not principal. People opt for a Medicaid Trust and limited access when they want to protect assets from being decimated by long-term care expenses. In contrast, the most well-known trust is a Revocable Trust. Revocable Trusts can be …  read more

What Dead Celebrities Can Teach Us About Estate Planning

Having the life of a celebrity would be great, right? If you do- learn from their mistakes and don’t leave a mess for your loved ones like they have. Dying Intestate You'd think that the rich and famous would care about who inherits their riches when they're dead and gone. But oddly, many celebrities have died intestate, which means they never made out a will. Howard Hughes' …  read more

Will You Help Us?

Did you know that nearly 1.8 million people in North Carolina are food insecure? Our state ranks 5th worst in America for food insecurity. Closer to home in the Piedmont, approximately 351,000 people go hungry every day. More importantly, more than 1 in 4 children go hungry in our area. In comparison, nationwide 1 in 5 children go hungry. You may ask, what I can do about the …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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