Over time people who have dementia lose their ability to manage their own financial affairs...
Archive - November 2014
What to do When Driving is No Longer Safe
Alzheimer’s and Parkinson’s can impair a person to the point of not being safe to drive. As...
Getting Care for Alzheimer’s or Parkinson’s in North Carolina
Caregivers for loved ones with Alzheimer's or Parkinson's: understand the journey ahead and...
Naming Someone to Make Medical and Financial Decisions
Many Alzheimer’s and Parkinson’s patients face a future when they can no longer make their own...
Medicaid and Trusts
To plan for Medicaid but not give up control, you may want to use trusts for Medicaid planning
Gifts to Grandchildren using Gift Trusts
When you want to make a gift to your grandchild, what’s the best way to do that? If you make...
Medicaid’s Asset Transfer Rules
Medicaid penalizes applicants who recently transferred assets by gift. That’s because...
What is Probate and Why Avoid It
Probate is the court supervised administration of a decedent’s estate in North Carolina...
When to Start Taking Social Security Benefits
As you near retirement, you’re looking forward to receiving a monthly social security check...
Should I give my home to my child?
Gifting a home to a child can protect assets from Medicaid. However, gifting the home to a child is...