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Apr
The Many Pieces of Resting in Peace
For many people, end of life planning means having a good will and a better prayer. Some may also think about doing a trust, healthcare power of attorney, living will, long term care planning and even talking things over with family. But many people fail to think about funeral a...
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Apr
Disabled Children of Veterans’ Survivor Benefits
Disabled Children of Military Veterans May Now have Survivor Benefits Paid to Special Needs TrustsIn December 2014, Congress finally passed provisions allowing the disabled children of military veterans to have their survivor benefits paid in to Special Needs Trusts! This devel...
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Apr
Long Term Care Costs
It is a New Year. Is this the year the family will lose everything due to long term care costs? Virtually every week I am asked to assist families in protecting assets that are at risk of being lost due to the staggering costs of long term nursing care. The most pressing questio...
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Apr
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether meritorious or not, defense can be enormously costly. With our litigious society, with limi...
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Apr
Planning for Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening...
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Apr
Larry Hartley on Elder Law
Larry Hartley speaks about Elder Law and Long Term Care on Spotlight Carolina...
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Apr
Conduit Share versus Accumulation Share: Difficult Choices, Important Consequences
This article originally appeared in the May 2009 issue of Gray Matters (Section Vol. 13, No. 4), a publication of the North Carolina Bar Association Elder Law Section. Once a decision has been made to leave tax qualified assets such as IRAs, 401(k)s or other tax qualified accoun...
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Apr
How to Protect Qualified Accounts from Creditors, Predators, Youth and Inexperience.
This article originally appeared in the May 2008 issue of The Will and the Way (Vol. 27, Iss. 3), a publication of the North Carolina Bar Association Estate Planning & Fiduciary Law Section. The Problem - and the OpportunityOn a regular basis, estate planning attorney...
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