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Who are your MVPs?

September 9th, 2015 (No Comments)

One of the most important decisions a sports team can make is the selection of the people on their team, specifically who they are going to place in the various positions to best suit their needs. The Panthers are big in the news right now, just as football season is coming back around, and the […]

Should I Use an Attorney or a Non-Attorney when Engaging in VA Aid & Attendance Planning?

September 3rd, 2015 (No Comments)

Earlier this week, I took a trip up to one of my favorite places in North Carolina – the mountains. My wife and I decided to take a couple’s excursion to enjoy the last remaining weeks of the summer. Now, we both love our kids. But sometimes, as you parents all know, it’s great to […]

Who Wants to Know the Basic Differences in Different Deeds to Compare and Contrast??? Ooo… Ooo… Me, Me!!!

August 28th, 2015 (No Comments)

“I get questions multiple times per day regarding the differences in one deed versus another.  I wanted to put together this short piece to give a short summary and comparison of a few types of deeds.  You SHOULD NOT engage in deed planning without consulting an attorney first!  I can say I am EXTREMELY proud […]

Back to School with the Elder Law Guy

August 26th, 2015 (No Comments)

  Well, the day finally came for me to send my kids back to school. The last week of August, I packed up four of my six wonderful children and waved them off at the bus stop, feeling excited and hopeful for their year ahead. People might think I’m crazy, but I do think kids […]

Beat the Odds – Don’t Let the Government Take it All!

August 20th, 2015 (No Comments)

On the evening of Thursday, August 6, nine Republican candidates took the stage at the Quicken Loans Arena in Cleveland, Ohio, for one of the first debates of the 2016 Presidential Election. Now, I’ll admit that I stayed up a bit later than I’m used to so that I could watch the entire program, and […]

The World Series of Elder Law! Cover Your Bases…

August 19th, 2015 (No Comments)

When I was younger, I played a lot of baseball. It’s a sport that I miss playing dearly today, and whenever I think back to my years on the mound at the City Park in Shelby, rounding the bases, my heart is gripped by the nostalgia I feel. As a young man I had never given […]

3 Important Questions for your Financial & Legal Dream Team

August 13th, 2015 (No Comments)

Ask yourself this question: what do you, your financial adviser, and your attorney have in common with Olympic basketball? Allow me give a little context. In 1992, the United States assembled a dream team of basketball players that included Magic Johnson, Michael Jordan, and Larry Bird. The aptly named Dream Team of that year was […]

Trading Places & Role Reversals: When Children Have to Take Care of Parents & What to Do About It.

August 7th, 2015 (No Comments)

Let’s talk about role reversals. About trading places. You’ve seen that movie Trading Places with Eddie Murphy and Dan Akroyd. That’s a good movie, right? Well, here we’re talking about a little different kind of trading places. More and more today, children are taking care of aging parents. Your parents raise you, and then you […]

Avoiding Senior Shark Attacks!!! How to avoid the dangers of exposed assets and poor planning.

July 31st, 2015 (No Comments)

A lot has been in the news lately about shark attacks here on the North and South Carolina coast. I’m in Shelby, North Carolina and I don’t know if I want to get eaten up by the sharks when I go to the beach. You don’t know there’s a shark in the water until it […]

How Your Foundational Documents Can Keep You Safe On Vacation

July 28th, 2015 (No Comments)

I just got back from a week down at Litchfield Beach and Golf Resort, having a good time, playing a little golf, and spending time on the beach with my family. Vacations are perfect examples of why we need the foundational documents in place. Just like you’re checking the oil in your car before you […]

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