Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” … [Read more...]
Powers of Attorney: Give Me 3 Minutes!
A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it … [Read more...]
Read This to Understand How Medicaid Treats Trusts
Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on … [Read more...]
How to Find a Good (Elder Law) Attorney
Ever wonder how to find a good lawyer? For my friends over 100 miles from Asheboro, North Carolina, I’ll show you how to find a great elder law attorney. If you are within those areas, I think you can … [Read more...]
How Much Can You Earn Without Paying Taxes On Social Security?
CAUTION: This column was written in 2016 and has not been updated for 2017 (although the 2017 results will not be too much different). In another post I discussed how much someone can earn without … [Read more...]
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