We have four Triangle locations! Our Cary (HQ) office moved (Jan 2024) and is located at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518.
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Federal Estate Tax Exemption for 2018
The Tax Cuts and Jobs Act of 2017 (the “Act”) was signed into law on December 22, 2017. With it came sweeping changes to many different sections of the tax…
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Tax Reform 2017: What Can We Expect?
How Will Estate Planning and Business Be Impacted by Tax Reform? While there hasn’t been a bill that has passed both chambers of Congress just yet, let’s break down how…
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What Happens if a Spouse Dies Without a Will in NC?
Spouse Dies Without a Will in NC – What Now? A common question we receive is “what happens if a spouse dies without a will in NC?” Well, it depends…
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Applying for Medicaid Too Late or Too Early
Medicaid Long Term Care Lawyer in Cary, NC The timing when an individual, or their “authorized representative”, apply for Medicaid is extremely important. Applying too early or too late can…
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Medicaid Long Term Care: Exempt Transfers
Elder Law Attorney in Cary, NC Generally speaking, gifts made by an individual for the purpose of becoming Medicaid-eligible in the five (5) years preceding their application for Medicaid will…
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