January 30th, 2016, Raleigh, NC

This event is for you or your family members that don’t want to lose everything paying for long term care.


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Hear From Our Clients

Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C

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Recent Posts

Doesn’t A Revocable Trust Protect Against a Medicaid Spend Down?

January 24th, 2016|0 Comments

A Revocable Trust does not help protect against a Medicaid spend down. It’s an important distinction. In my practice, we use Revocable Trusts for the avoidance of probate as an estate planning tool, NOT as a long-term-care planning tool.

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Between The Holidays

December 1st, 2015|0 Comments

Now that we are “between” the Holidays, I notice a big phenomenon which is actually very easy to explain. Our office starts getting a lot more calls than usual in the first few weeks of December than any other time of year about Medicaid Planning. But there is a very good reason for this—it may have been one of the very few times of the year that all of the “out of town” kids are back together at the family home, and together they start noticing a few warning signs.

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Four Ways to Pay for Nursing Home Care

November 16th, 2015|0 Comments

Did you know that the cost of nursing home care in North Carolina ranges between $5,000 to $10,000 a month? That’s a lot of zeroes. After the sticker shock wears off, it’s time to think about how to plan for long term care – since statistics show the majority of us will need it at some point in our lives. The question is: How to pay for it?

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Should I buy pet insurance?

November 2nd, 2015|0 Comments

Jeff spoke to Elizabeth Gholson of IPA Family in Raleigh about a topic of interest to anyone who has an animal that is one of the family – pet insurance.