Welcome! Pull up a chair and grab a frosty glass of lemonade. Prepare to benefit from our years of experience in researching legal briefs, journals, and case studies as we dive into the wild world of estate planning and administration!
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Problems With Intestacy Common problems that arise under intestacy laws when someone dies without a will. By: Jackie Bedard, Raleigh, North Carolina. -
How Interest Rates Can Impact The Type of Trust You Use in Your Estate Plan Carolina FEP explains how a change in interest rates can also affect the type of trust(s) used in an estate plan. -
When Should I Start Planning for Long-Term Care Needs? Carolina FEP usually suggests beginning planning in your 50s-70s, but the younger and healthier you are, the more options you will have available. -
Community Spouse Guidelines for Medicaid Qualification When a Medicaid applicant is married, they refer to their spouse as the “community spouse.” There are a separate set of guidelines for a married applicant. -
Intellectual Property Rights and Estate Planning When crafting an estate plan be sure to include any intellectual property rights. Intellectual property refers to a work or invention that is the result of creativity, to which one has rights and for which one may apply for legal protection. -
3 Things Your Recent Graduate Needs Before They Head Off to College Carolina FEP recommends all young adults have at least a Durable Power of Attorney, Health Care Power of Attorney, and HIPAA Authorization in place. -
Estate Planning & Administration Dictionary We have compiled a list of a few common terms and phrases that we commonly see and use in estate planning. -
Why A Trust Is Beneficial Even When Someone Doesn’t Have Many Assets A Will does tell your executor how to distribute your property. A will does not avoid probate, tell people what to do if you become incapacitated before you die -
Planning for the Future After a Dementia Diagnosis Because dementia typically gets progressively worse, it is important to plan now for the type of care you want, and who you want to make medical decisions. -
Planning for Care Costs When Diagnosed with Alzheimer’s Receiving a diagnosis of Alzheimer’s Disease can bring a lot of questions, including how to pay for the care you do or will need.