- Advance Directives
- Asset Protection
- Business Succession
- Charitable Gift Planning
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- Gift Tax
- Health Care
- Income Tax
- Life Insurance
- Living Trusts
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Qualified Plans
- Real Property
- Social Security
- Special Needs Planning
- Tax Fraud
NC Living Will Possibly Invalid For Pregnant Women
Posted on: January 5th, 2014
North Carolina is one of approximately two dozen other states where a living Will may not be valid for pregnant women. ...
When Powers-of-Attorney are Not Accepted
Posted on: October 10th, 2013
While powers-of-attorney are important estate planning tools, they may not always be recognized by third parties. Why might this happen?...
3 Tips to Avoid Family Conflicts in Estate Planning
Posted on: July 31st, 2013
Whether you are creating an estate plan for the first time or making changes to one, be aware that how you plan to leave your assets may create tension in your family. ...
Estate Planning for Same-Sex Couples in North Carolina
Posted on: July 11th, 2013
The landmark federal ruling of the United States vs. Windsor in late June 2013 has deemed the Defense of Marriage Act unconstitutional. ...
Estate Planning Steps Before 40
Posted on: June 18th, 2013
According to the North Carolina Office of State and Budget Management, as of 2012 there are over 3.5 million people in North Carolina between the ages of 18-44. In 20 years, approximately half will be close to retirement age. ...
Estate Planning for Unmarried Couples in North Carolina
Posted on: June 11th, 2013
There are thousands of couples living together in North Carolina who are not married. Relationships may be just a year old or spanning a few decades....
3 Estate Planning Mistakes You Can Fix
Posted on: June 3rd, 2013
Choosing to make an estate plan is smart, but some individuals happen to make mistakes at the same time. Estate planning should not be intimidating. ...
Should an Estate Plan be Revised Before or After a Divorce?
Posted on: May 20th, 2013
We’ve written about the importance of updating your beneficiaries, but when you’re going through a divorce, should you update your estate plan while navigating separation or after the divorce is finalized? ...
Serving Estate Planning to the Sandwich Generation
Posted on: February 27th, 2013
The “Sandwich Generation”—today’s 10 million baby boomers who care for both their own children or grandchildren and elderly parents or relatives—may need to take a different approach to estate planning. ...
Memory Loss, Retirement and Aging
Posted on: February 18th, 2013
Memory loss comes in many forms. From mild cognitive impairment and dementia, to the severe effects of advancing Alzheimer’s, the number of senior citizens affected by memory impairments is only going up. ...
The Conversation – How to Talk to Loved Ones About Elder Care Issues
Posted on: May 25th, 2012
I recently met with a loving grandson, who needed some advice regarding his grandmother. His grandmother currently lives in another state. ...
Am I Ready to Die?
Posted on: February 9th, 2011
I’m at home today, sick with the flu. Last night was rough, fever, chills, cough, and inability to sleep, but I feel a bit better right now. However, during the worst of the night, a thought came to mind that it might actually be a relief if my mortal existence ended. ...
NC “Will to Live” Durable Power of Attorney
Posted on: June 26th, 2010
Most people who execute living wills, health care powers of attorney and other advance directives express their desire to not have their lives prolonged if terminally ill or in a persistent vegetative state. ...
NC Medical Board Recommends Advance Directives
Posted on: May 17th, 2010
The website of the North Carolina Medical Board contains many Position Statements, including one on Advance Directives, a portion of which is quoted below:...
NC Medical Society Website – A Resource for Advance Directives
Posted on: March 22nd, 2010
In addition to attorney-prepared health care planning documents like Health Care Powers of Attorney, Living Wills and HIPAA Authorizations, I often talk to clients about Do Not Resuscitate (DNR) Orders and the newer Medical Order Scope of Treatment (MOST) Form. ...