A scam common in many parts of the country has come to central North Carolina. Veterans (and widows of veterans) are being duped into funneling hundreds of thousands of dollars into totally … [Read more...]
Getting Through The Part A Part B Part C Part D (whew) Enrollment Phase
What do Halloween and Medicare Advantage Open Enrollment Periods have in common? A. They both are spooky. B. They happen at about the same time. C. They leave many people in the dark. D. … [Read more...]
Sole Benefit Trusts and Special Needs Trusts
A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]
10 Great Ways to Cause an Elder Law Train Wreck
As an elder law and special needs attorney I get a track-side seat for a pile of planning train wrecks: Here are the best ones . . . This is a column for the contrarians among us who will insist, … [Read more...]
ONLINE ESTATE PLANNING COULD BE VERY EXPENSIVE
Robert (he’s the guy who defended OJ!) Shapiro’s LegalZoom, an active seller of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit in California charging … [Read more...]
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