Blog Posts in 2018

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Hurricane Florence Scam Alert! November 12, 2018
As the impact of Hurricane Florence continues to impact our home state of North Carolina and our sister state South Carolina, the IRS, FTC, and FINRA have issued warnings about potential scams that ...
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The Veteran's Administration has announced a policy change that will soon affect all older veterans and/or their widowed spouses! November 12, 2018
The Veteran’s Administration has announced a policy change that will soon affect all older veterans and/or their widowed spouses! Please read on… On October 18, 2018, the VA is instituting rule ...
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Myth 2: Disagreements in Estate Planning… Do I Have a Voice? October 15, 2018
Fashion designer Oscar de la Renta died in 2014 at age 82. He left one son, Moises de la Renta. He also left behind his second wife, Annette, and her three children from a prior marriage. One might ...
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Myth 9: Can’t I Simply Gift My Property to my Kids (or other Beneficiaries?) October 9, 2018
While it may be easy to simply give assets away during your lifetime, there are many reasons why this would not be a good idea and could yield disastrous results. Once you give assets away, the donee ...
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What's Missing From Your Child's Off-to-College List? September 5, 2018
Our main office sits in between Duke University and UNC Chapel Hill. This time of year, we steer clear of the local Target as new co-eds elbow through pillows, shower caddies, and the like, searching ...
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Estate Planning For Legacy Real Estate August 13, 2018
One of the primary reasons for planning your estate is to make sure that your assets go where you want them to after you’ve passed away. If you’re a parent, it’s likely that you’ll want to use your ...
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