by Vail Gardner | Jan 11, 2024 | Special Needs Planning
Special needs trusts safeguard eligibility for essential government benefits while protecting access to additional resources for their care and well-being. However, managing a special needs trust requires strict adherence to both state and federal laws. Special needs...
by Vail Gardner | Jan 4, 2024 | Special Needs Planning
Special needs trusts provide financial support for individuals with disabilities, enhancing quality of life while preserving eligibility for means-tested benefits. It is essential for trustees and family members to understand the specific spending rules associated...
by Vail Gardner | Dec 21, 2023 | Special Needs Planning
A supplemental needs trust is a vital planning tool for families with special needs members. They provide financial security and protect eligibility for government benefits. Understanding these trusts is critical, especially in North Carolina. This blog explains their...
by Vail Gardner | Dec 15, 2023 | Estate Planning
Do you wonder if there are simple yet effective ways to safeguard your parents’ hard-earned assets from the costs long-term care in North Carolina? We have solutions if you want to know how to protect your parents’ assets from nursing homes Keep reading...
by Vail Gardner | Dec 6, 2023 | Estate Planning
There are key differences between an executor vs. power of attorney in North Carolina. These roles are distinct yet vital in managing estate planning. While an executor (named in a last will) handles a person’s will after death, a power of attorney plays a...
