by Vail Gardner | Dec 22, 2021 | Estate Planning
In North Carolina, there are different types of trusts that can protect your assets. Family wealth may face risks associated with estate taxes, civil lawsuits, long-term care costs, bankruptcies, family member drug abuse, etc. However, it is possible to leave family...
by Vail Gardner | Dec 15, 2021 | Estate Planning
Asset protection planning looks different for every person based on their goals. If you or your family feels concerned about the transition of wealth, a plan may protect your estate. If someone in your circle needs protection from poor choices or a high-risk problem,...
by Vail Gardner | Dec 9, 2021 | Estate Planning
By working on your asset protection strategy, you shield your assets from avoidable expenses. Costs such as long-term care, Medicaid recovery, probate courts, taxes, and creditors, cut into your estate without proper planning. A pour-over will keeps your estate intact...
by Vail Gardner | Dec 3, 2021 | Estate Planning
If you have extra financial resources you want to share with others, you may wonder about the best way to give a large monetary gift. Many factors determine whether your gift will be welcomed and appreciated, but it’s also crucial to look at how your gift may impact...
by Vail Gardner | Dec 2, 2021 | Estate Planning
We all hope to stay healthy and happy, but sometimes tragedy strikes. If you should ever need someone to make medical decisions for you, don’t just hope that it is someone you trust. Go ahead and make a plan now, just in case the unexpected happens. Who makes medical...
