The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2019-05-20T18:28:53-04:00January 14th, 2019|Elder Law, Estate Planning|

Bogus Sweepstakes and Lotteries

How can you tell legitimate contests from bogus sweepstakes and lotteries? AARP’s Money Newsletter suggests the following five ways. 1. It’s a scam if you have to pay anything to enter or collect winnings. 2. Scammers request that fees be paid via wire transfers or prepaid debit cards which are hard to trace. 3. If you did not enter a [...]

2019-01-02T17:48:10-04:00October 14th, 2016|Elder Law, News & Information|

Don’t Be Victim of a Scam

In the world of internet, e-mail, phone calls, blogs and the postal service, Medicare beneficiaries are bombarded with advertisements about free medical services, free equipment and more. Other times, Medicare beneficiaries receive frightening post cards that lead them to believe they will lose their benefits if they don’t respond and provide personal information. Beware of products that seem too good [...]

2019-01-02T18:17:44-04:00April 7th, 2014|Elder Law, Insurance, Resources|

Losing the (Fraud) Lottery

By Jean C. Setzfands, vice president of the Financial Security team in the Education and Outreach group at AARP Joyce H., a 59-year-old unemployed grandmother raising four grandkids, could barely believe her luck. A London barrister had emailed her, claiming to have finally located her, because he was administering the will of someone who was distantly related to her. After [...]

2019-01-02T18:02:22-04:00August 21st, 2013|Elder Law, Financial Planning & Money Management|

Naming the Beneficiary – A Complicated Task

Edward Griggs is a Partner, Tax, Trust, and Estate Group, with Womble Carlyle Sandridge and Rice LLP Dealing with retirement benefits in an estate plan may at first appear simple, but can often be wrought with traps for the inexperienced. The retirement plan participant, or his or her attorney, may focus solely on avoiding probate or minimizing transfer taxes without [...]

2019-01-03T16:10:07-04:00January 19th, 2013|Elder Law, Estate Planning|

Protecting Seniors from Scams

The stakes are higher than ever as scammers step up their games with more sophisticated and elaborate schemes, sometimes taking thousands of dollars from seniors. What makes the issue so overwhelming for family caregivers and senior care professionals is that seniors spend a lot of time at home and can become victims everywhere they turn… when the phone rings, when [...]

2012-11-28T19:31:59-04:00November 28th, 2012|Elder Law|

The Ins (and Outs) of Probate

By Amanda M. Baxley Amanda M. Baxley is an associate at Herring Mills & Kratt, PLLC. She practices in the areas of Estate Planning, Estate Administration, and Real Estate. Despite the common misconception, everyone dies leaving an “estate.” Simply defined, an estate is everything that you own all the way from your dog to your $1 million beach property. Whether [...]

2019-01-03T17:02:41-04:00June 6th, 2012|Elder Law, Estate Planning|

Planning for Independence

Diane A. Wallis practices Law in Raleigh. She has focused on Elder Law, wills, estates and real estate since graduating from law school in 1982. Many difficult issues face Senior Citizens today as they manage their health and finances and seek to preserve their independence. Planning now will let you determine your own future and preserve your independence. Failing to [...]

2019-01-03T16:33:40-04:00October 13th, 2011|Elder Law, Estate Planning|
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