Planning for the Future

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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Affordable Heath Care FACTS

By: Chris Fitzsimon, NC Policy Watch 210 billion – amount the Affordable Care Act will reduce the federal deficit over the next ten years (Congressional Budget Office, presentation of Duke Health Systems CEO Dr. Victor Dzau, NC Spin Health Care Forum, March 20, 2011) 2,640 – average amount in dollars that families in North Carolina who make less than $100,000 [...]

2019-01-03T14:32:37-05:00June 26th, 2012|Insurance|
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EIFFE Combats Fraud

Pictured here, (l-r): John Maron, Director, Investor Education Program, NC Dept. of the Secretary of State; Kate Mewhinney, Managing Attorney, The Elder Law Clinic; Carole Spainhour, Chair, NCBA Elder Law Section; Jeff Williamson, MD, Section Chief, Gerontology & Geriatric Medicine, WFU School of Med.; NC Secretary of State Elaine F. Marshall and Jan Busby-Whitehead, MD, Dir. of UNC Ctr. for [...]

2019-01-03T15:15:42-05:00June 26th, 2012|Financial Planning & Money Management, Resources|
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How to Avoid Scams

Clara Jacob’s trusting nature and failing eyesight had led her to believe the promise of a contractor that everything was going to be fine. At age 76, she had become totally blind following a fire in February 2009 that devastated her Davie County home, but she did not need her eyesight to see that things had gone horribly wrong. Where [...]

2012-06-26T20:33:20-04:00June 26th, 2012|Financial Planning & Money Management|
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Advanced Funeral Planning 101

David Heckel,a licensed Funeral Director since 1995, has served hundreds of families from diverse cultural and religious traditions in St. Louis (MO), Denver and Boulder (CO) and Raleigh, NC. Ben Franklin wrote that there are two certain things in this life:  death and taxes. We all hope to live a long life, and we think we’ll have time to think [...]

2012-06-06T21:10:36-04:00June 6th, 2012|Funeral Planning|
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Paying Too Much For Life Insurance?

Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. Q.   My brother-in-law says I am probably overpaying for my Life Insurance and should get an Insurance Review. Is this true? A.   You may be paying 30 percent to 70 percent too much for your life insurance and here’s why. The life insurance industry has a [...]

2019-01-03T16:29:12-05:00June 6th, 2012|Estate Planning, Financial Planning & Money Management, Insurance|
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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 [...]

2019-01-03T17:02:41-05:00June 6th, 2012|Elder Law, Estate Planning|
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Powers of Attorney – Much More (and Less) Than You Thought

Bill Kratt practices in the areas of estate and tax planning, estate administration, asset protection, elder law and guardianship. He is a Board-certified Specialist in Estate Planning & Probate Law by the N.C. State Bar Board of Legal Specialization, and an elected Fellow of the American College of Trust and Estate Counsel. Few documents raise more questions than the Power [...]

2012-05-08T21:21:30-04:00May 8th, 2012|Estate Planning|
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The Fundamentals of Cremation

What is a direct crematory? A direct crematory is a licensed facility where a cremation takes place without a memorial service. A family will save on the expenses of purchasing a casket, embalming, hair and makeup, etc. as these funeral services are not required when you choose direct cremation. Are all direct cremation service providers the same? All direct cremation [...]

2019-01-03T19:10:29-05:00March 27th, 2012|Funeral Planning|
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Funeral Planning Ahead Eases Grief for Loved Ones

Though it’s not a topic most of us want to think about, planning for what happens after your death can reduce the stress on grieving loved ones. Making decisions now about your funeral arrangements can help assure those left behind that your wishes are honored. “The death of a loved one is always stressful. Fortunately, preplanning is something you can [...]

2012-03-27T23:48:43-04:00March 27th, 2012|Funeral Planning|
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The ABC’s of Mutual Fund Costs

Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. It’s always good to know what you are paying for. When it comes to mutual funds cost analysis, that is easier said than done. This article is absolutely not about investment advice, but rather it is about how to determine how much you are paying to have your money managed [...]

2012-03-27T19:39:14-04:00March 27th, 2012|Financial Planning & Money Management|
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