One Of The Three Best Rated Attorneys In Durham NC
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It was with some surprise and gratitude that I was recently recognized as a “Three Best Rated” attorney in Durham. Exciting!
You can see the page here: https://threebestrated.com/estate-planning-lawyers-in-durham-nc
Three…
When To Update Your Will
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Here are some thoughts from St. Jude’s Children’s Hospital:
Does your will need updating?
Creating a will and estate plan is a good first step in protecting the people closest to you and the assets you’ve worked so hard to accumulate.…
What Is An Ira Trust And Do You Need One
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Could an IRA Trust Benefit Your Family?
Four reasons you should consider the IRA Trust.
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass…
Scams Prey On The Elderly
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Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam
A recent client was concerned about guardianship scams and other news recently being circulated. It is a fair concern and she is being very wise to think about how…
How Much Does It Cost
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One of the frequent questions I get from callers is this: How Much Do You Charge for a Will?
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (or any other attorney) to ask, “How…
All Trusts Are The Same Right
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I get this question from some of my estate planning prospects … “All trusts are the same, right?”
Is it true?
Nope, not even close!
What kind of estate planning does your family need? Do you know if you really need a trust?
If…
Why Does Dementia Matter To Business
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Dementia creates a huge cost for US business.
This comes in the form of a gradual decline in productivity, early retirements, workers leaving to care for their loved ones, and eventually insurance costs for care. It is a national…
End Of Year Planning Checklist
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It is almost the end of the year! You know what that means … tax time, resolutions, and new starts. We think it might also be time to think about your estate planning needs too!
Here are some key steps to consider:
1. Have your…
New Advance Directives Make Your Wishes Known
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Advance Directives are useful tools, if not essential ones, for telling your loved ones and doctors how you want to be treated when you are near death. You can specify when the directives take effect, and what sort of food,…
Why You Might Actually Owe Taxes In 2018
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Was the 2018 tax year what you expected?
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time. If so, this was almost certainly due…