by Vail Gardner | Jan 4, 2022 | Estate Planning
A Power of Attorney, sometimes referred to as POA, is an estate planning document that is used to appoint someone (an agent) to manage your affairs. There are different types of power of attorney. Each serves a different purpose and gives different levels of authority...
by Vail Gardner | Jan 4, 2022 | Estate Planning
As a grandparent, you can love without the heavy responsibility of parenting. Giving gifts is just a part of having grandchildren. However, only wise gifting can help them grow a sagacious character for themselves. When your hard-earned money falls into careless...
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...
