Will Bank Honor Pre-Arranged Payments After Death?
Pre-Arranged Payments - Simple Solution It seems like there [...]
What’s All This ‘Hearsay’ Crap?
What is Hearsay? "Hearsay is a statement, other than one [...]
Reopening Probate?
A recent emailed question from a client turned into [...]
Building a Community
Building a Community Of Like-Minded Individuals As many of [...]
Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
Doesn’t A Revocable Trust Protect Against a Medicaid Spend Down?
A Revocable Trust does not help protect against a Medicaid spend down. It’s an important distinction. In my practice, we use Revocable Trusts for the avoidance of probate as an estate planning tool, NOT as a long-term-care planning tool.
Should I buy pet insurance?
Jeff spoke to Elizabeth Gholson of IPA Family in Raleigh about a topic of interest to anyone who has an animal that is one of the family – pet insurance.
Making Your Home Accessible
Jeff speaks with Jacqi Dix of Personal Access Solutions about the resources available to help someone with a disability to stay in their home.
Supporting those Grieving Through the Use of Social Media
Jeff speaks with Nancy Loeffler of Being With Grief on the use of the social media in the grieving process. Nancy provides advice on how to be supportive of those grieving through the use of social media.
How to Deal with and Respond to the Loss of a Coworker
Jeff speaks with Nancy Loeffler of Being With Grief about how to deal with and respond to the loss of a coworker in the workplace.