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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation06
Mar
Veterans Administration Benefits for Long Term Care
Many wartime veterans and their surviving spouses are now spending significant amounts of money on their medical needs, and are also facing long-term care expenses or will need some type of long-term care in the near future. The Veterans Administration has funds that are availabl...
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06
Mar
Business Succession
Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you are not planning to stop working, you need to plan for the day you cannot run your business due to unforeseen illness or death. Most business own...
View MoreCategories: Business Planning Charitable Planning Estate Planning
06
Mar
Larry Hartley on Elder Law
Larry Hartley speaks about Elder Law and Long Term Care on Spotlight Carolina...
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06
Mar
Art and Collectibles in your Estate
I have collected art throughout my life; some of it is quite valuable. Is it included in my estate for tax purposes? Just like any other asset, art work or other collectibles are included in valuing your estate for estate tax purposes. The value that is included is the fair marke...
View MoreCategory: Estate Planning
06
Mar
How does an irrevocable insurance trust work?
An insurance trust, like any trust has three parties. The grantor or trustmaker is the person creating the trust. The trustee is the person selected to manage the trust. The trust beneficiaries are the person(s) you name who will receive the trust assets after you die. The truste...
View MoreCategory: Estate Planning
06
Mar
Three Myths about Estate Planning
1. I’m too young to worry about estate planning. Reality: If you’re young, you need to map out an estate plan to protect your loved ones, minor children in particular. 2. My estate isn’t large enough to need estate planning. Reality: If your estate is fairly small it will likely...
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06
Mar
Should we discuss our estate plan with our children?
This is a delicate decision that depends on your family, the relationship between you and your children, the relationships your children have with each other and whether or not you are treating your children equally. If the goal is to avoid hard feelings, and if one child is give...
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06
Mar
We both have children from prior marriages, how can our estate plans protect them?
It is extremely disturbing to hear about situations where one spouse received property from the other then left it to his or her own family excluding the spouse’s children. Sometimes this happens inadvertently through lack of planning or bad planning rather than a deliberate inte...
View MoreCategory: Estate Planning
06
Mar
The Most Important Love Letters You’ll Ever Write?
Many people have the misperception that estate planning is simply preparing for what happens at death and is only necessary for the wealthy or affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions. Thu...
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06
Mar
What can I do to provide for my pets?
Many of our clients have expressed concern about providing for their pets if they are unable to care for them. People execute wills so that family members or other loved ones are provided for this includes their pets. If you are fortunate enough to have a friend or relative who w...
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