Living Trust Seminar in Shelby, NC A well-drafted living trust that has been properly funded can be a core component of many estate plans. However, many people just don’t understand the difference between a will and a trust, or the reasons why you might need to use...
What do you say when someone does something nice for you? Well, I’m a parent of two, a 4 year old daughter, and a one-year-old. So, as you can imagine, my wife and I are teaching manners, especially to our daughter. I believe one of the most important things I can...
Well, today Donald Trump and Hillary Clinton will debate each other for the first time, and I thought it would be appropriate to consider this one issue: Why don’t we know much about either of their health care records? The answer is simple, and it impacts each and...
So you’ve got life insurance – you’re covered right? Then out of left field, you need long-term care. What happens next? I recorded a quick video for you on how Medicaid’s Long-Term Care Benefits will look at your life insurance...
What’s the best way to protect my home from creditors? That is probably the question that I am most frequently asked. Most of the time, clients are concerned about protecting their home from long-term care expenses, like nursing home or assisted living expenses....
What is a legacy? I spend a lot of time with husbands, wives, couples, parents, grandparents who are thinking deeply about the legacy they want to leave. And this is one of the reasons I love estate planning. I believe that planning for your will or trust is a great...
