Providing Beneficial Legal Updates for Financial Professionals

By staying informed, you can better serve your clients and understand the complex landscape of financial regulations. Our blog and newsletters are designed to provide you with valuable insights and updates, ensuring that you are aware of any changes to the law that may affect your work.

Common Helpful Topics

Asset Protection

Asset protection is a key consideration for financial professionals and their clients. It involves strategies and legal tools to safeguard assets from potential creditors or legal claims. Our attorneys can help you understand the best asset protection strategies for your specific situation and assist you in implementing them effectively.

Medicaid Planning

Medicaid planning is essential for individuals and families who want to protect their assets while qualifying for Medicaid benefits. Our attorneys provide information on the complex Medicaid eligibility rules so you can develop a comprehensive plan to ensure that your clients’ assets are protected and you receive the care you need.

Avoiding Probate

Probate can be a lengthy and costly process, often resulting in the depletion of assets and the delay of asset distribution to beneficiaries. Our attorneys can assist financial professionals and their clients in developing strategies to avoid probate, such as establishing trusts and other estate planning tools. By avoiding probate for clients, you can ensure a smoother and more efficient transfer of assets to your intended beneficiaries.

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Keeping Financial Professionals Apprised of Changes to the Law

The law in North Carolina is constantly evolving, and it is necessary for financial professionals to stay updated on any changes that may impact their practice. At Strauss Attorneys, PLLC, we are committed to providing you with timely and accurate information regarding changes to estate planning, business law, and other relevant areas. By keeping you informed, we enable you to make informed decisions and better serve your clients. 

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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.

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