Estate Planning & Probate

When Should I Write a Will?

When Should I Write a Will? Here are 7 life events that should trigger it. When should you write up a will? Understandably, nobody wants to think about their own death, let alone plan for it. But uncomfortable as the exercise may be, clarifying what will happen to your belongings can be rewarding, leaving you… Read more »

Do I Need a Trust?

Do I Need a Trust? There are multiple uses for a trust agreement.  They can be used for tax planning, privacy reasons, and to provide asset protection from the creditors of beneficiaries. Traditionally, trusts have been used mostly for tax planning; prior to the 2000s and the most recent tax changes, many more Americans needed… Read more »

Estate Planning New Year Resolutions

Your Estate Planning New Year Resolutions: In this video blog, attorney Stephen Romeo discusses the importance of reviewing your estate planning documents. New Year’s Day, the time of year when people begin new resolutions and plan for the year ahead, is an opportune time to determine whether your Will, Trust or other important documents need… Read more »

Medicaid, Medicare, and Aid and Attendance – What’s the Difference?

Medicaid, Medicare, and Aid and Attendance – What’s the Difference? One of the issues that I come across in my practice is that there is great confusion as to the difference between Medicare, Medicaid and Aid and Attendance when it comes to elder care planning. Although each of them are government programs that assist covering… Read more »

National Estate Planning Awareness Week

It is National Estate Planning Awareness Week and the American Bar Association is helping to raise awareness of the need for estate planning with a FREE webinar for the non-lawyer public called Estate Planning: How to Get Going and Why Not to Do It Yourself. It will be on Thursday, October 23, at 1:00 p.m.… Read more »

Why Does it Matter Where I Die? Your State and Estate Taxes

Why Does it Matter Where I Die? Your State and Estate Taxes I just read an interesting article in Forbes that came out last week titled “Where Not To Die In 2015“. There, the author talks about the changing landscape of inheritance and estate taxes across all of the individual states. She quotes an estate… Read more »

NC’s Constitutional Amendment One: 10 Important Points You Need to Know

NC’s Constitutional Amendment One: 10 Important Points You Need to Know (by attorney Jason McGrath)   The following are facts, and I write this from the objective perspective as a 16 year attorney analyzing the law, not from a personal or subjective perspective. At the bottom of this page is a link to the text of… Read more »

Presidential Memorandum: Allow Hospital Patients Equal Rights, Regardless of Sexual Orientation, Religion, National Origin

Presidential Memorandum: Allow Hospital Patients Equal Rights, Regardless of Sexual Orientation, Religion, National Origin. Subject: "Respecting the Rights of Hospital Patients to Receive Visitors and to Designate Surrogate Decision Makers for Medical Emergencies." Read more »