If you are lucky enough to gather around the holiday table with multiple generations, aging relatives, and loved ones, consider the kinds of conversations that you may be engaged in or should be having with them at some point...more
When a health crisis hits, families often scramble to find and locate estate planning documents and other legal documents. At times, loved ones learn that the documents are not consistent with the plans they believed were in...more
As the coronavirus has made its way to North Carolina, clients are reaching out to the Elder Law Practice Group seeking guidance on whether they should update their existing estate plans. While our Elder Law attorneys...more
Amid the chaos of COVID-19, estate planners and elder law attorneys across the country are busy fielding calls and questions about how to prepare for the global pandemic. After all, aside from drafting and executing estate...more
At the tail-end of 2019, Congress enacted the SECURE Act, short for “Setting Every Community Up For Retirement Enhancement Act.” The Act holds provisions for both sponsors and participants of retirement plans with qualified...more
Many states, including North Carolina, allow people to execute certain legal documents called Powers Attorney. In a Power of Attorney, a person, called the Principal, can appoint other trusted individuals, called Agents, to...more
When preparing for the future, seniors and their families can follow this check-list to ensure their needs have been addressed....more
One of the most common questions clients ask is whether they need a trust. While they are usually seeking a “yes” or “no” answer, as with most legal questions, the correct answer usually is, “It depends.” The answer depends...more
7/29/2019
/ Asset Management ,
Elder Issues ,
Estate Planning ,
Heirs ,
Inheritance ,
Personal Representatives ,
Probate ,
Probate Code ,
Survivorship ,
Trusts ,
Wills
Where the month of May celebrates mothers and the Kentucky Derby, the month of May has also been designated as National Elder Law month. This designation was coined by the National Academy of Elder Law Attorneys (NAELA), a...more
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
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
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