Wills & Trusts

A Will is a Legal Document where one sets out their intentions as to how their assets should move after they are deceased. It may or may not control their assets. A Will needs to be valid in the particular State where the decedent lives. The Will needs to control the assets of the decedent.... [Read More]

Owner of New Orleans Saints and NBA Pelicans – Sought to be declared incompetent

Tom Benson is the owner of the NFL Saints and the NBA Pelicans. Both professional sports teams are located in New Orleans, Louisiana. His heirs have sought to have him found an incompetent adult and therefore unable to handle his own affairs (they are seeking control of his financial affairs). He had a mental fitness... [Read More]

Spring Comes, Seasons Change

As the warm air and sunshine arrives, the daffodils peek out from the barren ground and we are aware that Spring is coming. During cold, snowy, icy and gray sky days it is easy to forget that time moves forward and that Spring will come. Spring is my favorite season. It is a season of... [Read More]

If You’re Going Through Hell…

Winston Churchill is quoted as saying, “If you’re going through hell, keep going!” When we are going through a tumultuous time in our life, whether it is personally, physically, or involves loved ones, we have to keep moving. After the initial phase of “catching our breath” after having the “wind knocked out of us”, we... [Read More]

Hospice and End of Life

As my friend is dealing with the “end of life” decisions regarding her father a number of things come to mind. Some of the most difficult decisions one makes in their lifetime are regarding their “end of life”. It can also be where you are assisting a loved one with their “end of life”. This... [Read More]

Ice Storms and the Unexpected in Life

The recent sleet and snow covering Western North Carolina in ice and snow reminds us of our powerlessness against storms.  Whether weather storms or unexpected times in life. Recently my friend returned from a trip out of town to find her father jaundiced in color.  Upon taking him to the hospital she learned he has... [Read More]

Who Do I Love?

As Valentine’s Day nears we think about “Who do I love?” Estate Planning is all about “Who do I love?” People do Estate Planning because they love someone or something. Whether that love is in the form of affection, respect, validation, encouragement, support, opportunity, friendship, goodwill, charity, or whatever other form “love” may take.  Someone... [Read More]

It’s Never Too Late For You – Or Harper Lee

Harper Lee who published her first novel To Kill a Mockingbird in 1960 will have her second novel released this July, some fifty-five years later. Go Set a Watchman will be Harper Lee’s second novel which will be released to great fanfare this summer. Harper Lee is now 88 years old, deaf, nearly blind and... [Read More]

The Able Act

Congress passed The Able Act. It was to be a much ballyhooed law that would allow a special needs or challenged individual to own assets in their own name and still become eligible for Medicaid Assistance for special care living and related expenses. Unfortunately the law did not turn out as anticipated. What the law... [Read More]

President Wants to Raise Taxes

President Obama is seeking to raise Capital Gains Taxes again. Capital Gains Taxes were raised during his first term in office. The President says that the Capital Gains Tax only affects the “wealthy”. Capital Gains Taxes affects anyone who might ever own their own home, whether it is a house, condominium, or land. Further, it... [Read More]