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

posted: March 15, 2013

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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Are airlines compassionate with fares when it comes to a death in your family?

posted: February 22, 2013

If you lost a loved one and have needed to find a last minute flight to attend the funeral, you may have found that the airlines are not as gracious as they could be in offering valuable discounts on airfare. I did a little “Google-ing” and was rather surprised that the Airlines were not more [...]

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A Dog’s Last Will and Testament

posted: February 19, 2013

                     If you have ever owned a pet, you know the special place they hold in your heart.  I pray that our “Biscuit” knows the special place he holds in our hearts and that he will be with us for a long time to come!  WARNING…I [...]

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15 life changes that signal when your Estate Plan needs review

posted: February 15, 2013

It is a smart idea to have your Estate Plan reviewed every year or two to ensure your current plan accurately reflects any changes in your family circumstances. The life events listed below should also be a reminder to you to have an Estate Plan prepared if you do not currently have one…certain events could [...]

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Will your healthcare agent make the right decisions?

posted: February 12, 2013

A Client asked a very good question today as we were discussing his health care power of attorney and who to name.  He wanted to know if he had to nominate someone who views medicine and healthcare in the same manner as he does.  My answer had many layers. First, I explained to him that [...]

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IRS doesn’t care if you are in jail…still have to pay your taxes!!

posted: February 2, 2013

O.J. Simpson Owes More Than $500,000 in Taxes (via NewsLook) Just because you are in jail does not mean you can avoid paying your taxes. O.J. Simpson may be behind bars, but Uncle Sam is still requiring he pay the over $500,000 in tax debt that he owes. Uncle Sam, O.J. Simpson, tax debt, jail, [...]

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Any of these excuses sound familiar?

posted: January 31, 2013

If you don’t have a written Estate Plan do any of the justifications below sound like ones you may have used? 1. I have no idea who to call, why bother. 2.  I don’t want to talk about my own death or illness; my family will just figure it out. 3.  I don’t know the [...]

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What our Clients are saying about us…

posted: January 29, 2013

Here is what a recent Client wrote about her experience with our Firm… “Estate planning is a fun subject but Sabrina made it as comfortable as possible. She has excellent communication skills and was willing to go the extra mile to explain so I would understand the complicated process. Sabrina is a very responsive, efficient [...]

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Do YOU need to have an Estate Plan?

posted: January 28, 2013

I always emphasize to my clients that it doesn’t matter… 1.  whether you are healthy or not 2.  whether you are married or divorced or single 3.  how large your estate is 4.  whether you have children or not 5.  your age or stage in life …everyone should have an estate plan in place.   [...]

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January Workshops…can you afford to miss it?

posted: January 11, 2013

“The 7 Threats to Your Family Security & How to Avoid Them!” (a workshop your family will thank you for attending!) We are proud to say that our Firms’ focus is helping people who worry about losing their assets or who want to get their assets to their loved ones quickly.  We have developed a Workshop that [...]

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