Entries by Doug Koenig

Why do we ask so many hard questions?

Preparing a will or a trust is central to an overall estate plan.  Of course, there are lots of other documents too, but for the moment, what goes into the Will and Trust?  Answers to our questions … based on planning​ and thinking about the future; planning for both while you  are alive and after you die. […]

What Is Pasrr

I’ve been asked a couple of times this week about admission to adult care facilities and this thing called “PASRR”… what is it?  Well, let’s check it out at the NC Health and Human Services website​. ​As always, if you have questions about VA benefits, Medicaid, or Estate planning, please give us a call!  919-883-2800 North […]

Join A Local Alzheimers Walk

Want an easy way to help with the fight against Alzheimer’s? Held annually in more than 600 communities nationwide, the Alzheimer’s Association Walk to End Alzheimer’s® is the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research. This inspiring event calls on participants of all ages and abilities to join […]

Estate Planning Must Haves For Unmarried Couples

4 Estate Planning Must-Haves for Unmarried Couples Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income level, or marital status, needs to have some fundamental planning strategies in place if you want to keep the people you love […]

Can You Protect Mom From Financial Exploitation

“Mom had money in her account last I looked, but now it is gone!  What can I do?” This is a too common issue for our older population.  Financial exploitation can come in many forms, including scams, theft, cons, and so on.  It can happen by phone or email, or in person.  For example, consider […]

Filling In Your Nc Health Care Power Of Attorney

Sometimes I am asked about the Health Care Power of Attorney .. .that is the document that names an “agent” who will be able to make medical decisions for you when you cannot.  It is an important role.  But, what do you put in the various spots? Here is the blank form used in NC […]

Gray Divorce A New Trend

An interesting, and some say alarming, trend among the aging population is divorce.​  The term coined for it is “Gray Divorce.”  It describes divorce after many years of marriage, and the statistics are quite surprising.  According to Susan L. Brown and I-Fen Lin, sociologists at Bowling Green State University in an article by the Washington Post, […]

Comments On Va Proposed Rules Changes Rule Ao73

Today is the final day for posting comments.  There are a lot of very good ones in play, and we have no idea what the VA will do with it.  If they implement as proposed, it ​will be very hard for veterans who need pension to successfully apply.  And, there may be significant penalties for […]