Timeline

/Timeline
Timeline 2017-05-20T16:43:14+00:00

August 2018

Raleigh Supercon 2018

While I’m not a regular attendee at the various comic-cons, my wife Kathy and our two friends Meri and Tara really wanted to dress up as weeping angels from the Doctor Who series and go [...]

July 2018

Adventures with Ewan

It is now year three that we have had the pleasure of our friend’s son Ewan come to stay with us annually for about a week and a half during the summer, and the adventures [...]

June 2018

Give Your Trustee Room to Breathe

“Who do you trust to handle financial decisions for you if you can’t? I don’t mean who is doing the investing. I mean if you are in a car accident and end up in a [...]

Three Reasons NOT to Gift Real Estate to Children

With the rising cost of long-term care, families are starting to look more and more at planning for Medicaid to handle those costs. Unfortunately, this has led to a lot of ad hoc transfers based [...]

A “Working” Las Vegas Reunion Trip

A few weeks ago, I had the pleasure of meeting up with some high school classmates in Las Vegas to celebrate a milestone graduation anniversary. I’m not going to say which one, but let’s just [...]

The Importance of Trust Funding

Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just having the [...]