We are all going to pass on. Even Lazarus, who Jesus called out of the tomb, eventually passed on again and is not here among us. A Living Will gives your consent to removal of life support (often a ventilator) if you are terminally and incurably ill and death is imminent, or if you are... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Plan for Mental Disability
You are six times more likely to become mentally disabled in a year than to pass on. Estate Planning is about planning for as many contingencies as possible. Mental decline, dementia, Alzheimer’s, or some other version of mental decline seems to be growing as we age. In a Revocable Living Trust a/k/a Living Trust, you... [Read More]
Pending Elections Will Dramatically Impact Both State and Federal Taxes
The Bush Tax Cuts are set to expire on December 31, 2012. There is a bill in the House of Representatives by the Republicans to extend that for one year. If it is enacted before December 31, it would extend the tax cuts for one year. If it is not, the tax cuts would disappear... [Read More]
75% of Estate Plans Are Not Current
Studies show that approximately 75% of us do not have a current Estate Plan. They don’t match the desire of the individual to take care of themselves in the event of their mental disability or take care of their loved ones after they become mental disabled or after they pass on. If you don’t have... [Read More]
Overlooked Uses of Life Insurance in Estate Planning Class Tomorrow
Steve will teach a one hour Continuing Education class to CPAs, Accountants, Financial Advisors, and Insurance Professionals on needed uses of Life Insurance in Estate Planning that are often overlooked. This one hour class will offered at One North Pack Square, the Biltmore Building, Asheville, N.C., at 8:00 a.m. on Wednesday, September 26, 2012. Contact... [Read More]
Continuing Education Class – Overlooked Uses of Life Insurance
The Professional Education Class on Overlooked Uses of Life Insurance will be held on Wednesday, September 26, 2012, beginning at 8:00 a.m. in the Biltmore Building located at One North Pack Square, Asheville, N.C. Steve will teach this one hour continuing education class. Topics include: Why Life Insurance is often the most obvious, logical, and needed... [Read More]
Regardless of the Election
Regardless of the outcome the federal and state elections, Probate Court Costs in North Carolina can be up to $6,000.00 per person or $12,000.00 per couple. Administrative costs, much of that including attorney’s fees, will still average 5% to 7% of your assets that move through Probate Court. The average time to move through Probate... [Read More]
What About the Election?
The outcome of the Presidential Election is unlikely to resolve the Tax Code in 2013. As most people know, the Bush Tax Cuts of 2001 are set to expire on January 1, 2013. It has been long anticipated that there would be a one year extension of those tax cuts. The Republicans in the House... [Read More]
You Have to Tell the Truth
An experienced, relationship based Estate Planning Lawyer needs to know the truth before they can do good Estate Planning for you and your loved ones. That skilled, relational Estate Planning Lawyer needs to be able to know and understand you and your loved ones’ strengths and weaknesses, goals and concerns, and the real truth about... [Read More]
You Have to Know the Truth
If you do not know and understand the truth about how different estate planning vehicles work and are administered, you cannot make good, informed decisions on what you want. If you do not understand that certain estate planning vehicles push your assets through Probate Court, the result will not be what you or your loved... [Read More]