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…

Business and Life Insurance – is it in your cards for the New Year?

Each year, many of us have to consider changes or updates to life insurance.  Maybe this is that time of year for you. If so, please consider insurance for lots of different things.  For example, for your Auto and Home (this is obvious, I…

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,…

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…

Why Does A Small Business Need An Operating Agreement Part 2

Breaking up is hard to do … or at least, it should be! In part 1​ we outlined what an operating agreement is. Go back for a refresher if you’d like … we’ll wait. Now, one of the features of a good operating agreement is how…

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…

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…

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…

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.…

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…
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