Most likely you recall the tax reform bill that was passed by Congress and signed by the President late 2018. One big change that happened doubled the federal estate tax exemption amount for federal estate, gift, and generation-skipping transfer taxes. Beginning in 2018, the exemption for federal estate, gift, and generation-skipping taxes increased from a […]

The North Carolina Achieving a Better Life Experience (ABLE) Act, was adopted August 2015. It’s based on federal law passed in 2014 and allows people with disabilities and their families to save up to $100,000 in accounts for the benefit of a disabled person. The funds can be saved without jeopardizing the individual’s eligibility for […]

By Dennis Toman, Certified Elder Law Attorney  © 2016 All Rights Reserved. Harvest time and Thanksgiving just seem to go together, wouldn’t you agree? Now when autumn fades and winter approaches, it feels right to give thanks for what the year has brought, treasuring fond memories while also smiling about good times to come. Ah, harvest time! For gardeners […]

Odds are, your parents will need long-term care someday. Have you had a conversation with them about that yet? Don’t say it won’t happen to your parents. At least 70% of people over age 65 will require some form of long-term care services and support during their lives. (From 2015 Medicare & You, National Medicare […]

With the right help, you don’t have to lose your life savings to nursing home costs. Here is where you can discover how things can get better. Mary sat in her silent home. Thoughts whirled around her like leaves in the wind. Good God, how she hated leaving Joe at the nursing home every day! […]

See page at Our FREE Medicaid Guide Reveals the Little-Known Tips and Strategies You Need to Know to Qualify for North Carolina Medicaid Legally and Honestly…Without Having to Sell Your Home or Leave Your Family Without a Dime! Yes! Please Send My FREE Copy of The Consumer’s Guide to Medicaid and Division of Assets […]