Seniors often wish to make large gifts to loved ones prior to death. Unfortunately, seniors can lose control by gifting property in advance. With good advice, you can ensure that your property is protected for yourself and future generations while preserving full or partial control. Everyone can gift $14,000 a year per person without filing […]
Families often notice physical or mental decline in a loved one when they visit for the holidays. This is a perfect time to pay extra attention to seniors to determine what you can do to help your loved ones stay independent. It’s important to monitor whether your loved one is experiencing difficulty with activities of […]
Parents of special needs children face unique planning issues, primarily because they must consider providing care for their children throughout their entire adult lives. Parents do everything to insure that their child lives in a safe environment and can take advantage of every available resource; they face a great challenge in replacing themselves at their […]
This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Bill Davis, the founder of Team Nimbus. Team Nimbus is a small business advisory firm that helps small business owners and sales professionals with growth and client acquisition. Davis facilitates […]
As many are aware, North Carolina recently changed its position on same-sex marriage after the Supreme Court decided to let stand five federal appellate court rulings. As a result, October 10th was the first day that the state issued marriage licenses to same-sex couples. Whether you agree or disagree with this change, marriage will provide […]
Those approaching age 65 should begin their homework to determine which type of Medicare plan will work best for them. Your Medicare election may be more complicated than you realize, as there are several different options depending on your unique situation. First, you must choose between traditional Medicare and a Medicare Advantage plan. Traditional Medicare […]
This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Humorous Motivational Speaker Dr. Charles Petty. Dr. Petty has been inducted into the National Speakers’ Association’s Speaker Hall of Fame. In addition, he has spoken in 50 states and 14 […]
This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Denny Marcin, a Financial Advisor with the McCarthy Group of RBC Wealth Management located in Raleigh. Denny and his team help clients grow their wealth and plan for retirement. Denny’s […]
It seems that everyone wants to sell you an annuity for every situation. While annuities sound like safe investment options, they aren’t nearly as good as they sound. Annuities are often complicated legal contracts that consumers do not fully understand. People just don’t know what they’re purchasing. In essence, you are giving up control of […]
In order to make the most of your Social Security retirement benefits, it’s important to do research and plan ahead prior to withdrawing. Otherwise, you can leave thousands of dollars on the table over the course of your lifetime. Deciding when to withdraw your benefits involves both math and good judgment. You should base your […]
If you own a corporation or LLC, Google “Corporate Transparency Act” and file your report before the end of the year. Don’t be fined $500.00 per day for failing to file.