Reminder of The Importance of Trust Funding
[Please note that this is a frequent “reprint” article [...]
Scam Alert – Deed Scam
Deed Scam! Unfortunately, this happens every few [...]
Clients Who Think They Know Better
While this one is humorous and mainly [...]
Estate Planning Dos and Don’ts When You Buy a New Home
Beyond the financial considerations of owning a home, buying one can become a source of conflict for your family. Who should get your home if you and your spouse die unexpectedly?
Is it time for the LGBTQ community to get their houses in order?
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
Four Ways to Pay for Nursing Home Care
Did you know that the cost of nursing home care in North Carolina ranges between $5,000 to $10,000 a month? That’s a lot of zeroes. After the sticker shock wears off, it’s time to think about how to plan for long term care – since statistics show the majority of us will need it at some point in our lives. The question is: How to pay for it?
What You Need to Know About Open Enrollment
Jeff speaks with Elizabeth Gholson of IPA Family about Open Enrollment, which runs from November 1, 2015 through January 31, 2016.
The Affordable Care Act — Explained in Plain English
Jeff speaks with Elizabeth Gholson of IPA Family about the Affordable Care Act -- also known as Obamacare. Their discussion includes what is and is not covered.
Jeff Speaks with Eric Avery of Capital Oaks Retirement Resort About Senior Community Living
Jeff talked with Eric Avery from the new community. Among the topics discussed: what a nursing home is - and, more importantly - what it is not.
Where Should I Keep My Estate Planning Documents?
Normally, a client’s first response is the safety deposit box. [...]