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The Adjustments: The Last Chapter

By Our Friend Bernie K. After revisiting the previous blog post entitled Lesson from Lauren I realized there was an important additional lesson to learn. I’m 92 and never expected to be here. I’ve outlived everyone in my family, including my son, Paul. One thing is [...]

The Natural Born Citizen Requirement

The recent appointment of U.S. Senator Kamala Harris as former Vice President Joe Biden’s running mate has again brought to the forefront arguments around the Constitutional requirement that the President, and therefore the Vice-President, must be a “natural born citizen.” Unfortunately, this is often used as [...]

Jeff Becomes Civitan District Editor

After a brief volunteering hiatus, Jeff has accepted a major role with a volunteer organization as Editor of the Eastern Tarheel, the bulletin of the North Carolina District East (NCDE) of Civitan International. As of August 22, his appointment became official. He had previously been [...]

Special Needs Trust

Do You Need a Special Needs Trust? Far too often, I see a confluence of two things: 1) misinformation or half-truths about special needs planning, and 2) parents of special needs children who really do their homework. It can be especially frustrating when [...]

Real Estate in Revocable Living Trusts

Dealing with Real Estate in Revocable Living Trusts With a fluctuating economy, a global pandemic, and other factors, a lot of our trust clients are buying, selling, or refinancing real estate. Unfortunately, dealing with real estate held by a revocable living trust is [...]

The 800-Pound Gorilla in the Room

Our office has a new mascot with a very conspicuous place in the conference room. We now have an “800-Pound Gorilla in the Room” sitting at the foot of the conference room table, and it’s there for a particular purpose. It’s actually a merging of [...]

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