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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IRS Revenue Ruling 2023-2 Impacts Step-Up in Basis for Irrevocable Trust AssetsIn Revenue Ruling 2023-2, the IRS set forth that assets transferred into an irrevocable trust during the owner's lifetime that are removed from their estate for estate tax purposes won't qualify for a step-up in basis at the time of their death
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My Dad Was Diagnosed With Dementia. Medicare's 7-Word Response Baffled Me."We don’t consider dementia a medical issue,” a Medicare rep told me." This is a massive misconception that most people have. Medicare doesn't help pay for Alzheimer's/dementia care.
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Divorcing When a Spouse Has Alzheimer's or Dementia: Understanding the Unique ChallengesCarolina Family Estate Planning and Freed Marcroft offer guidance for navigating the complexities of divorcing a spouse with Alzheimer's or dementia while prioritizing well-being and dignity.
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Safeguarding Your Digital Legacy: Understanding Cybersecurity Risks to Your Digital AssetsProtect your digital assets and legacy from hackers and other threats. Learn what digital assets are, why they matter, and how to secure them with effective cybersecurity strategies.
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How Life Insurance Can Be Used to Protect AssetsFind out how life insurance can help you protect your assets and leave a lasting legacy for your loved ones. Learn about the benefits, types, and strategies of using life insurance as an asset protection tool.
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The Difference Between Asset Protection Planning and Estate PlanningDiscover how asset protection planning and estate planning differ in their goals, strategies, and benefits, and how they can work together to secure your financial future.
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What is a Young Adult POA and Why is it Important?The Importance of Young Adult Power of Attorney: Protecting Your Child as They Enter Adulthood
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Include Digital Assets in Estate PlanningCary, NC, estate planning attorney Jackie Bedard discusses some of the most overlooked assets in estate planning, those that include online accounts.
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9 Estate Planning Pitfalls to AvoidWithin this article are 9 of the most common estate planning pitfalls that you should avoid.
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What Is Medicaid Estate Recovery and How Does It Work?The Medicaid estate recovery is the government’s process for recouping some of its losses, if it can.