30 Questions with Ashley Fox, Senior Associate

Today’s 30 questions is with Ashley Fox, Senior Associate Attorney. 1. Who is your hero? a. Mom 2. If you could live anywhere, where would it be? a. Cary, NC 3. What is your favorite family vacation? a. Busch Gardens, VA. 4. What motivates you to work hard? a. Making other people’s lives easier. 5. […]

30 Questions with Colleen Leggett, Chief Operations Officer and Team Leader

It’s time to learn more about Colleen Leggett – the glue that holds us together. 1. Who is your hero? – My dad. 2. If you could live anywhere, where would it be? – It is a three-way tie depending on my mood. If I wanted to hide, I would disappear into the Florida Keys. […]

30 Questions with Tracy Pulley, Medicaid and VA Programs Manager

This week, we’re learning more about Tracy! 1. Who is your hero? a. My Husband. He works hard every day to provide for and show his love to our family. 2. If you could live anywhere, where would it be? a. Wake Forest – I already live here and I love it. It has the […]

30 Questions with Melissa Truelove, Senior Paralegal

This week, we’re getting to know Melissa Truelove. 1. Who is your hero? a. Alice Roosevelt Longworth, Teddy Roosevelt’s oldest daughter. While Teddy was president, she would barge in on cabinet meetings, wore pants, and had a pet snake named Emily Spinach. She broke all the rules at a time when it was scandalous to […]

30 Questions with Amy Taylor, Legal Assistant

Today, we learn more about our newest team member, Amy Taylor! 1. Who is your hero? a. My Mom 2. If you could live anywhere, where would it be? a. Quiet Coastal Town will always be home to me. 3. What is your favorite family vacation? a. Maine 4. What motivates you to work hard? […]

30 Questions with Ann Benson, Client Relations Manager

Over the next few weeks, we’ll be posting 30 Questions with each staff member so you can get to know us a little better. We’re starting with Ann, she’s the smiling face at the front desk and friendly voice when you call the office. 1. Who is your hero? a. My friends – they are […]

VA’s 3 Year Look-back: What’s that about?

The VA has an unfortunate history of erecting barriers in all their claims processes so they can deny claims filed by veterans. The 3 Year Look-back is a new barrier for Pension claims (long term care reimbursement benefits) so that veterans who transfer property in order to satisfy their “asset test” can be denied if […]

Medicaid’s 5 Year Lookback: What’s that about?

When you apply for Medicaid, the caseworker at the Department of Social Services uses the Medicaid Manual to determine your eligibility for the program. The Medicaid Manual is their “Bible.” The North Carolina Medicaid Manual defines the “Lookback Date” as “The earliest date a transfer can occur and be evaluated for a transfer of assets […]

Top 4 Estate Administration Mistakes

Last week we learned the Dos and Don’ts after losing a loved one. This week we’ll explore the Top 4 Estate Administration Mistakes. The first mistake is Going to the Clerk of Court before Seeking Legal Advice. As discussed last week, going to the Clerk of Court first can lead to filing an unnecessary full […]

Dos and Don’ts after a Loved One Passes Away

When a loved one passes away, most of us are not sure what to do next. It’s a highly emotional time and we don’t want to do the incorrect thing. Below are some Dos and Don’ts upon losing a loved one. Do: Take care of the funeral arrangements; see if arrangements have already been made, […]