Monthly Archives: February 2018

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Lady Bird Deed – 3 Things You Should Know

February 27th, 2018 ()

A Lady Bird Deed is a wonder of elder law. It gives a senior or couple the power to stay in control of their property, keep it in their name their entire lifetime, and give it directly to a named individual upon their passing. This property transfer happens automatically (outside of probate) where Medicaid Liens […]

THE DRAGON AND THE 2 CASTLES: In honor of National Fairytale Day, Greg and the team read a fairytale

February 26th, 2018 ()

THE DRAGON AND THE 2 CASTLES: In honor of National Fairytale Day, Greg and the team read a fairytale about 2 families. One who played the flute all the time and one who took the time to plan. Enjoy! . . . #estateplanning #savingthefarm #theelderlawguy #assetprotection #vetbens #veteransbenefits #assetpreservation

WHAT THE NEW TAX BILL MEANS FOR YOU

February 26th, 2018 ()

Congress passed the Tax Cuts and Jobs Act in December of 2017 which is aimed at cutting taxes for corporations and all Americans. While the bulk of the legislation went into effect January 2018, most taxpayers will not see much of a difference in their taxes until 2019, when they file their 2018 taxes. However, […]

New 2018 Tax Law (Video)

February 26th, 2018 ()

New 2018 Tax Law: What are the changes in the new tax law this year? How do they and your family? Accountant Robby Reynolds is here with us today to discuss some of the changes. . . . #ElderLawReport #estateplanning #assetprotection #assetpreservation #elderlaw #savingthefarm #hometownheroes

Full Speech: So honored to speak at the Shelby Rotary Lunch Club today!

February 16th, 2018 ()

So honored to speak at the Shelby Rotary Lunch Club today! Great food and such a distinguished group. Many thanks!

Happy Valentine’s Day from our family and our firm to you and yours!

February 14th, 2018 ()

Happy Valentine’s Day from our family and our firm to you and yours! On Caleb Raines day it is important to remember our loved ones.

***FOR IMMEDIATE RELEASE *** JTWROS now applies to automobiles in NC.

February 9th, 2018 ()

***FOR IMMEDIATE RELEASE *** JTWROS now applies to automobiles in NC. Automobiles can now be owned as Joint Titleholders with Rights of Survivorship. Great for planning. Watch this video! #JTWROS #estateplanning #planahead #assetprotection #probateavoidance

Proud to showcase veteran, Roland Stewart, as he discusses a medical career in the military…

February 3rd, 2018 ()

Proud to showcase veteran, Roland Stewart, as he discusses a medical career in the military serving around the globe. . . . #vetbens #savingthefarm #hometownheroes #aidandattendance #veteranspension #benefits #veteransbenefits

Elder Law Report | 2018 State of the Firm Address

February 2nd, 2018 ()

Elder Law Report | 2018 State of the Firm Address: from the flood to the new office we have had an amazing year. In this episode we recap the year and talk about upcoming services we will be implementing in 2018… Loved doing this “themed” episode. . . . #savingthefarm #hometownheroes #assetprotection #assetpreservation #estateplanning #elderlaw […]

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