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WHY would you trust your life to a fill-in-the-blanks Document?

November 12th, 2018 (No Comments)

I know I’m going to make some people mad about this but let me tell you why I think fill-in-the-blank         documents are absolutely horrible. A Living Will for example, is a document that decides if you live or die. Whether you are terminal, incurable or brain death has occurred and you are being maintained by […]

RE: New Rules Issued by the Department of Veterans Affairs

November 8th, 2018 (No Comments)

  Dear _____, Effective October 18, 2018, the Department of Veterans Affairs (VA) has new rules regarding the eligibility of applicants applying for pension. These benefits are available to wartime Veterans and surviving spouses of wartime Veterans who are disabled and/or have additional medical needs. There are also financial limitations, which are discussed in more […]

Summary of Changes to the VA Pension Eligibility Rules

November 8th, 2018 (No Comments)

     On October 18, 2018, new rules regarding eligibility for VA pension were implemented by the Department of Veterans Affairs (VA).  The new rules are quite comprehensive, however, they also provide more opportunities to qualify for these important benefits. The major changes are outlined below. Lookback and penalty period.There is now a look-back period […]

Traditional vs Roth IRA: Planning for Seniors

November 6th, 2018 (No Comments)

Traditional vs Roth IRA: Planning for Seniors       I received a lot of unsolicited advice throughout college and law school. Professors seem to love to lament the naïve mistakes of their past selves and to try and convince their students to take a better path in life. Some of the rants I sat […]

Is the Will Dead?

November 1st, 2018 (No Comments)

Is the Will Dead?      The last will and testament is a legal concept that has truly stood the test of time. The super ambitious and cut throat (literally) aristocrats of ancient Rome utilized wills to pass their fortune and legacy to their heirs, so that they may have the foundation to gain even […]

Elder Law Report: Spend Downs

October 22nd, 2018 (No Comments)

  What do you do when you have too many assets? Having too many assets can stop you from qualifying for Long Term Care Medicaid for nursing home care or Special Assistance Medicaid which pays for assisted living care here in North Carolina. There is a three year look back period for assisted living care, […]

The X-Factor and Indecision

October 16th, 2018 (No Comments)

Lately, I have been in a state of indecision in my business and my life, and I’ve worked with clients who have been indecisive (which is a toxic state of mind.) This was summed up by a friend who once told me, ‘you get killed at the crossroads,’ and it’s true. If you stand still […]

Elder Law Report: Law & Technology

October 14th, 2018 (No Comments)

The Clio Cloud Conference. This is all about law and technology. My background was in technology. I was a computer programmer. That’s how I think of problem solving. I also like to incorporate technology in my work. When I started in elder law I didn’t understand how technology would become such a big part of […]

Plan: Caring

October 14th, 2018 (No Comments)

I’ve been doing a lot of thinking about my business plan and whether it makes sense? Yesterday, I spent the entire day driving to and visiting Creedmore Senior Center, just north of Durham. I was asked to speak about estate planning and elder law because they had listened to our podcasts and watched our videos. […]

Do the New VA Pension Laws Encourage Divorce?

October 8th, 2018 (No Comments)

Do the New VA Pension Laws Encourage Divorce? By Greg McIntyre, Elder Law Attorney. I was thinking of the new VA pension rules that go into effect December 18th and I cannot tell you how unfair and inequitable it is to spouses. The majority of people caring for their spouse are women, so I think […]

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