The Importance of Good Legal Documents

Few people plan for their later years, as most are inherently optimistic about the future.  As a result, few people put appropriate legal documents in place and create a plan for their family, which can save money and prevent heartache for loved ones down the road.   Even those who do have legal documents in place […]

Veterans Benefits

Many people do not know that there may be Veterans Benefits available to them.  It is important for Veterans to understand how the VA is subdivided, as the organization provides different services through each of its divisions.  The VA is split up into three divisions, which act like separate agencies: the VHA (Veterans Health Administration) […]

The Affordable Care Act

Whether you agree or disagree with the Affordable Care Act, the law is currently in place and will affect many in 2014.  The key provision of the Act requires every person to be insured no later than March 31, 2014.  If you remain uninsured after that point, you will be taxed 1% of your Adjusted […]

Special Assistance

Attorney Bill Alexander discussed these issues and more this past Tuesday on W.G. Alexander & Associates’ radio program, “Asset Protection Today,” on TalkRadio 850 WPTF (AM). Be sure to listen every Tuesday morning from 9:00-10:00 AM. When it comes to growing older, our health care system does not always help us pay for chronic long-term […]

Social Security Benefits for Married Couples

Attorney Bill Alexander discussed these issues and more this past Tuesday on W.G. Alexander & Associates’ radio program, “Asset Protection Today,” on TalkRadio 850 WPTF (AM). Be sure to listen every Tuesday morning from 9:00-10:00 AM. Electing when to take your Social Security benefits is a mathematical formula tempered by your own expected longevity, which […]

Timing your Social Security Benefits

Attorney Bill Alexander discussed these issues and more this past Tuesday on W.G. Alexander & Associates’ radio program, “Asset Protection Today,” on TalkRadio 850 WPTF (AM). Be sure to listen every Tuesday morning from 9:00-10:00 AM. Failing to collect your Social Security benefits at the right time may cost you tons of money over time. […]

Simple Home Modifications for Seniors

We were delighted to welcome a guest this morning, Tonya McCoy, on our radio program, “Asset Protection Today” on TalkRadio 850 WPTF (AM), with Attorney Tovah Mitchell. Tonya McCoy guest-writes for our blog this week. If you are one of the many seniors who choose to age in place, there are some cost-effective ways to […]

Gifting in NC and “Back Door” Taxes

Gifting, while appreciated and enjoyed by the recipient, can create unexpected problems. Most people know that they can make gifts of $14,000 per person per year without filing a gift tax return.  But, most donors do not know that every person can gift $5.25 million over their lifetime without paying any gift tax; however, large […]

Elder Law: What do I need to know?

Tovah Mitchell will be presenting at Morgan Stanley’s Weath Wisdom for Women event titled “Elder Law: What do I need to know?” The event will be held on Wednesday, June 19th, 2013, from 11:30 AM to 1:00 PM at the Morgan Stanley Board Room on Spring Forest Road in Raleigh, NC.  The event and lunch program are both […]

“A Slice of Life” – March 2013 Meeting

Tovah Mitchell will be at the March 2013 meeting of “A Slice of Life: Coping When a Healthcare Crisis Becomes Your Family Reality.” The moderator for this session will be Becky Sansbury. The topic of this meeting is “What can Patients and Family Members expect from a Care Coordinator? Pulling Together the Many Pieces of […]