Laughing Heirs? Estate Battles and How to Avoid Them
Challenges to wills are common, expensive, and stressful for all involved. Even distant relatives will contest wills! These have been termed “laughing heirs” by some, because if they succeed they will...
View ArticleJourneys with Mom: Say What?
Cindy Lynn, LCSW Long-Term Care Consultant I received a voice message from my mother this morning; she wanted to know if my son’s phone number had changed, since he moved last weekend. That is what she...
View ArticleWhat's New in Elder Care: A Call to Action from NCALTCF Executive Director
***NCALTCF CALL TO ACTION SENATE BUDGET**** Dear NCALTCF Members: You may have already begun hearing rumblings centered on the release of the NC Senate's budget. There was a precursor release...
View ArticleJourneys with Mom: Getting Trapped In the Loop By Cindy Lynn, LCSW
Like most adult children who are trying to care for aging parents from a distance, I call my parents several times a week to talk with them about their needs, their medical issues, their finances, etc....
View ArticleJust when you thought you were safe from the Big Bad Wolf
(Federal Estate Taxation)… By Jonathan S. Frank. Esq. Starting in 2012, when the federal estate tax credit exemption rose to $5 million dollars, 99.8% of us gave a sigh of relief! Only about 1/5th of...
View ArticleSteps to Stop Identity Theft of a Deceased
by Shelby A. Janko – Legal Assistant It’s crazy to think this can’t happen to someone who is deceased …but it can! Identity theft is out there and one must take steps to prevent something from...
View ArticleUnited States Supreme Court Rules Inherited IRAs are NOT Protected From a...
ByJonathan S. Frank, Esq. June 12, 2014: The United States Supreme Court has unanimously ruled that Individual Retirement Accounts (better known as IRAs) left to a non-spouse beneficiary are not...
View ArticleWarning: VA is now Cross-Referencing with the IRS on Applicants’ Income Prior...
We all know there is currently no penalty look-back period with regard to Non-Service Connected Pension claims. The VA has started cross referencing with the IRS upon the initial application for this...
View ArticleMEDICAID MAZE
Are you a mature American (i.e. over age 65), do you care about someone who is, or do you anticipate becoming a mature American yourself one day? If so, then you are in good company according to U.S....
View ArticleA Seminar of VA Benefits, Hosted by Sunrise on Providence 7/28/2015
Sunrise on ProvidenceCall 704.365.5252 today for more information and to RSVP.Sunrise on Providence5114 Providence Rd, Charlotte, NC 28226 | 704-365-5252Nick.Odle@SunriseSeniorLiving.com |...
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