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Senior Planning Checklist

When preparing for the future, seniors and their families can follow this check-list to ensure their needs have been addressed....more

Top 5 Reasons that Seniors Should Avoid Sharing a Joint Bank Account with an Adult Child

As seniors age, many seniors believe that they should add an adult child to their bank account. Purely for ease and convenience, a jointly owned bank account would be a good way for an adult child to monitor a senior’s...more

A Valentine’s Day Love Song Tribute to an Updated Estate Plan

At Valentine’s Day, we celebrate those we love whether our loved ones are our children or grandchildren, spouses, committed partners, or a romantic interest. While flowers and chocolate tend to be the traditional gifts to...more

The Requisites for a Valid Will in North Carolina versus Texas: Blinking a Testator’s Estate Plan and Execution of a Will

Recently a Texas intermediate appellate court affirmed a trial court’s ruling to admit a Will for probate when the decedent did not personally sign it and only communicated his desires by blinking. In the Texas case, the...more

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