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

Reverse Mortgage and Credit Line Landmines

[Below is a reprint of a previously published article, but the situation keeps coming up, especially with the real estate market making wild changes. While a reverse mortgage and line of credit can provide a temporary, short-term solution to a financial crunch, it could cause you and your family to lose much more should long term care be needed [...]

Three Types of Special Needs Trusts

While there are certainly permutations and small differences, there are three basic special needs trusts that we work with in the law office. Before getting into those, let me eliminate one option that is used far too often; using a testamentary trust in a Last Will and Testament. When a trust is set up through a Will, it is [...]

Videos Enhance Planning Education

I hope everyone is having a fantastic Summer! While Kathy and I have managed to get to a few nice locations to enjoy the good weather and places reopening, I have also managed to record videos on important topics related to estate and Medicaid planning. What has made the process extremely easy is being able to use a GoPro [...]

Choosing an Age of Inheritance

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information at least once a year to our clients through the newsletter because the issue tends to come up. If you have any questions on this information about your own plan, then please schedule an appointment with the law office at 919-844-7993.] [...]

Four Keys to Special Needs Estate Planning

Estate planning for a special needs beneficiary can be complex and yet simple at the same time. It’s complex because there is a cacophony of information, misinformation, and half-truths out there, and it can be difficult for parents and loved ones to sort through. On top of that, rules surrounding disability, Medicaid, and other benefit programs change all the [...]

Outer Banks Trip Inspires Video Content

Sometimes a change of scenery is all it takes to inspire some good video content. And, boy, was a trip to North Carolina’s Outer Banks worth it. Kathy and I were able to spend a few days visiting with friends from Rhode Island and their extended family in a beautiful rental in Salvo, North Carolina. The house itself was [...]

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