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Blog Medium Image2017-05-20T16:43:16-05:00

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 guaranteed. Sometime in the future I will die. That is true for each of [...]

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 an excuse to oppose a candidate on nonsensical grounds just because a person doesn’t [...]

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 working with the Communications Committee of his own club, the Triangle YP Civitans. Jeff [...]

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 attorneys who only know a little about estate planning for special needs beneficiaries, happen [...]

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 not something real estate professionals are always familiar with, and it doesn’t help that [...]

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 two expressions: “Where does an 800-pound gorilla sit? Wherever he wants.” “We need to [...]

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