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Author Archives: Rick Messemer
PROBATE: Simple Overview of what needs to be done
By no means are we going to imply that the NC Probate Process is simple. There are many dates that need to be adhered to, forms and procedures that can create pitfalls for your family. Here are the basics: Step … Continue reading
Estate Planning Possibilities (2) | Carolina Estate Counsel | Raleigh NC Elder Law Firm
Ever wonder if you may have missed some planning opportunity in your Estate Plan? What about some of these: Grantor Retained Annuity Trust Annual Exclusion Trusts Defective Trust Planning Dynasty Trusts Generation Skipping Transfer Qualified Personal Residence Trust Tax Free … Continue reading
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Estate Planning Possibilities
You may have heard of different types of Estate Planning techniques, but here are a few that you may not be totally familiar with: Irrevocable Life Insurance Trust Foundation Documents Beneficiary Forms Proper types of Property Ownership Limited Family Partnership … Continue reading
Mom lives in Raleigh, you live in Utah. Long distance caregiving.
Your elderly mother still lives about two hours away in the home you grew up in. Ever since dad passed away two years ago, mom has been able to continue aging in place on her own. But lately her health … Continue reading
Aging in Place Home Modification vs a General Contractor
How does a home modification design specialist differ from an aging in place general contractor? Are you looking to modify your home to age in place? Increase accessibility? Perhaps you are considering an aging in place general contractor, but have … Continue reading
Deducting the costs of home modifications for Senior-Proofing a home.
Article Highlights Improvements for Medical Care or Treatment Improvements That Increase the Home’s Value Improvements That Do Not Increase the Home’s Value Medical AGI Limitations While Americans may argue about any number of hot-button political topics, there’s no disagreement on … Continue reading
Bankruptcy in part due to Long Term Care costs
The research Referred to as a “coming storm of broke elderly,” the study was able to identify that the rate of citizens over the age of 65 who are now filing for bankruptcy increased about 204% from 1991 to 2016. … Continue reading
Posted in Long Term Care Planning
Tagged Estate Planning, free consultation, Trust Planning
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Medicare for all……………. what does this really mean?
What are Medicare for All and Medicare for America, and how would these concepts change health care? (An article originally from The Association of Certified Senior Advisors, July 2019) As the 2020 presidential race heats up, voters are hearing more … Continue reading
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Adding someone to the DEED of your home
If you are thinking of adding someone to your deed, you may find some unforeseen consequences! Once you’ve added someone, you cannot undo the deed unless the person you added consents. Once on the deed, a person can take out … Continue reading
Posted in Deeds and Estate Planning
Tagged asset protection, beneficiary designations, Trust Planning, trusts, wills
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Stay home longer. What products are out there?
HERE IS A PLACE TO START: AbleData.ACL.gov What is it that you need to keep your loved one home a little longer? Maybe it’s different walker or a giant type crossword puzzle. Within the last few years, there have been … Continue reading
