Tag Archives: Estate Planning

Pre-Paid Funeral. I’m afraid my investment will be lost

I’m sure you’ve heard the story of people who lost the whole amount they gave to the funeral home that went out of business or was sold?   In N.C. – here is why it’s safe for you to do. The … Continue reading

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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

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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

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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

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Sharing your family history – where to start

Part II – Sharing Family History: Where to Start   Every Story Media Guest Blog in three parts (this is #2 of 3) In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture … Continue reading

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YOUR FAMILY STORY…….why it’s important

In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture and preserve your family stories, values and traditions, how to get started, and why video is the best method. Aging offers gifts, if … Continue reading

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The Cost of Dementia

The cost of any illness or disability can be staggering, but the average cost of caring for a loved one with DEMENTIA can be staggering. Dementia is the “umbrella term” for a number of cognitive disorders.  This is just a … Continue reading

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Alzheimer’s and Estate Planning

BE PREPARED! Estate and Elder Law planning is even more important if you suspect that you or a loved one is in the early stages of Alzheimer’s or any progressive cognitive disease. Here are just a few areas you should … Continue reading

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Special Needs Trust

What is a “Special Needs” trust? Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as: • Supplemental Security Income (SSI) … Continue reading

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Long Term Care…….. are you part of the 70%

In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading

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