2010 November | Charlotte North Carolina Estate Planning
Think they won’t argue over your Hummels?

It is quite often the personal property that causes the most heartache and disruption in families after a death. Although, money doesn’t usually have any sentimental attachment, it can cause issues of its own on an entirely different level. But personal property can have a perceived value far beyond its actual monetary worth. For example, [...]

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What does a divorce have to do with your Estate Plan?

If you already have Advanced Directives (Durable Power of Attorney and Health Care Power of Attorney) in place and you are going through a divorce or are recently divorced, you have some very important steps to take NOW! Without a doubt, your divorce will have a major impact on your estate plan. I know…this is [...]

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The Actions You Take on April 16th Could Mean Life or Death for You!

National Healthcare Decisions Day is on April 16th, and it is an important reminder for every adult to share their private wishes about medical treatments and possible end-of-life care with family. Far too many people assume that their families would make the choices they would want in an emergency.  Yet every day we hear stories [...]

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How do you protect your child’s government assistance?

A big concern of parents caring for children with special needs is not jeopardizing their child’s government assistance.  If a child is receiving Medicaid, often times this is the only viable health care he or she can receive…other options of private pay being too expensive. Putting this at risk could cost their child the ability [...]

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The one “thing” that changed my life

Good and bad “things” happens every day to every one of us. These “things” are what make us who we are.  How we allow the “things” to affect our lives is what our life ultimately becomes. Zio Giovanni’s death is my “thing” that changed the rest of my life. He had a great sense of [...]

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3 Key Planning Steps for Parents of Special Needs Children

April is Autism Awareness Month, which seeks to educate the public about the needs and challenges facing those with autism spectrum disorders.  Yet despite the observance, many parents of special needs children are still in the dark as to 3 key planning steps designed to protect their child if the unthinkable happens. According to AutismSpeaks.com, [...]

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The True Gift of Planning is Felt by Family

I have posted this story before. I think it is important to share it again…to emphasize the reality of the affect our planning today has on our family when we are gone.  Thank you to my sister in law for sharing her feelings and putting them into words for me to share! “I love those [...]

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What to do if you need to revoke a Power of Attorney in North Carolina

Powers of Attorney in North Carolina may be revoked by the person who executed the document (“Principal”).  But how do you accomplish this? If the Power of Attorney has been recorded in the Register of Deeds Office… 1.  The principal dies or 2.  A written revocation of the power of attorney is recorded at the [...]

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