by Vail Gardner | Dec 18, 2020 | Estate Planning
If you have liquid assets or investments, you may consider putting them into a trust. Trusts are essentially instruments of law set up to hold your assets and distribute them to your beneficiaries. All trusts work to help shelter your investments and assets from tax...
by Vail Gardner | Dec 17, 2020 | Estate Planning
A living trust, also known as a revocable trust, is a legal framework that keeps your assets safe from probate and creditors. You can even better plan how to give an inheritance to an heir who has special needs or suffers from a substance abuse issue or gambling...
by Vail Gardner | Nov 30, 2020 | Estate Planning
The interesting thing about life is that we don’t know what will happen next. We all like to believe good things are coming down the line, but the truth is that sometimes when we least expect it, we lose control of our lives. Things happen that we never expected…...
by Vail Gardner | Nov 12, 2020 | Estate Planning
According to the NCDHHS Dept of Aging & Adult Services, North Carolina ranks 9th nationally in the number of people 65 and over, and that population is expected to grow 61%. This means there will be an increased proportion of older adults needing long-term care....
by Vail Gardner | Nov 12, 2020 | Estate Planning
With changing tax rates at the federal and state levels, the different types of trusts available, and planning for Medicaid care and Medicaid Estate Recovery, there are many levels to keeping an Estate Plan up to date. With families changing so much over the years,...
