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Aug
Why Everyone Should Have a Health Care Power of Attorney
A Health Care Power of Attorney is a document that authorizes another person to make medical decisions for you if you are unable to do so. There are many different situations that could result in a person being unable to make or communicate medical decisions and these situations...
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Aug
More for Christmas, Less for the IRS – Saving Money with Year End Tax Planning
Executive Summary Most year-end income tax planning strategies fall into two broad categories: first, maximizing available credits and deductions, and second, accelerating and postponing income and deductions. The heart of intelligent income tax planning is taking advantage of c...
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Aug
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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Aug
Making Your Wishes Known
This article first appeared at Council on Aging for Henderson County’s website in July, 2015 Most of us have seen the tragic stories on the news during the past several decades involving families torn apart over the decision to keep or remove life support for a loved one who has...
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Aug
Choosing the Right Power of Attorney to Protect Your Assets
It is a sad and unfortunate reality that many seniors each year lose thousands of dollars or more in cash and other assets to the person, often a family member, who they trusted to be their financial power of attorney. To avoid this situation, it is important to understand what a...
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Aug
Capital at Play covers Andy Strauss
The April issue of Asheville's own Capital at Play Magazine carried the Estate Planning article “How to Exit in Style” featuring Andy Strauss. Andy had a great time working with writer, Marie Bartlett, and photographer, Bugs Utsey, as you can tell by the image b...
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Aug
What is a Trust and What are the Powers and Duties of a Trustee?
A trust is a fiduciary relationship with respect to property in which one person, the trustee, holds the legal title to the trust property for the benefit of another person or persons, the beneficiary. Essentially, it is a device where one or more persons manage the property for...
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Aug
What Happens in North Carolina When an Individual Dies Without Executing a Will?
Research shows that over 50% of Americans die without executing a will. A person dies intestate if he or she dies without making a valid will. If you die without making a will, then the intestacy laws of the state of North Carolina (or the state in which you reside at your death)...
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Aug
Will Caveats
It is essential for anyone with legitimate questions about a will or an estate to retain an experienced litigator to help either defend or challenge a will. Will contests, also known as will caveats in North Carolina, can be a most unpleasant form of litigation. Peter McGuire has...
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Aug
2014 Year End Tax Planning Memorandum
The 2014 year has been relatively quiet regarding new tax legislation, but several changes have been put in place. As the year winds down, it is a good time to review your tax and gift strategies. This letter may be used as a checklist to ensure you are well-positioned for the ye...
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