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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3 Common Mistakes People Make When Making An Estate Plan We have seen many mistakes people have made with their estate planning and when mistakes are made, they could have lasting effects for generations -
Alzheimer’s Disease and Long-Term Care Planning If someone has just received a diagnosis of Alzheimers or knows they have a family history of the disease, they can begin planning to hopefully lower the burden -
Alzheimer’s Caregivers, You Are Not Alone! One of our friendly Client Welcome Specialists will be happy to tell you more about The Alzheimer’s Planning Center and our unique Memory Safeguard Planning. -
What Is Medicaid Estate Recovery and How Does It Work? Medicaid estate recovery is the government’s process for recouping some of its losses, if it can. -
What is the Medicaid Income Limit in North Carolina for Nursing Home Care? Medicaid is a needs-based program for people 65 years of age or older, or who are permanently blind or disabled. They must also meet certain income requirements -
What Is The Medicaid Look-Back Period in North Carolina and How Does It Work? How does the Medicaid look-back period work in North Carolina? This is what you will need to know about determining your Medicaid eligibility. -
5 Reasons Why You Need A Trust Protector In Your Documents A Trust Protector, aka a Trust Advisor, is an individual or company who is given special powers within the trust document. -
Five Hidden Legal Traps When Being an Estate Executor or Trustee Are you an executor for a loved one? Protect yourself from legal traps. Call 919-443-3035 to schedule a needs assessment with a probate lawyer in Cary, NC. -
Planes and Boats: Estate Planning and Asset Protection Tips A legal plan can keep planes and boats safe from creditors and the taxman. Call 919-443-3035 to speak with an estate planning attorney in Cary, NC. -
How Do I Deal Effectively With Agitation For My Loved One With Alzheimer's Disease or Dementia? Agitation to the person who is living with Alzheimer’s, agitation is often the result of unmet needs or frustrations they are unable to express.