Senior citizens with money are the favorite targets of scam artists – preying on them relentlessly. You may be wondering why the elderly are more prone to become scam victims. Your parents may be susceptible to falling prey to scams if they are generally gullible, too trusting and live alone with no one to watch over their […]
As a legal guardian for an elderly parent or relative the responsibility to pay the bills, handle their investments and apply for benefits falls to you. This can certainly be a difficult-to-manage situation as most elderly individuals need to have a say in the decisions and do not want to step down from their in […]
As people reach their later days, it is normal for them to lose their ability to make rational decisions. It is not uncommon to see the onset of problems such as Dementia and Alzheimer’s in elderly individuals. Because of these problems such as the risk of running into accidents and forgetting to take their medication […]
When you think about drafting a will or a trust, and you mentally go through your assets, you might forget one very important item: your digital assets. Your heirs and executors will not only need to distribute tangible property like your house or your car; your digital property will need to be divided up as […]
You start to see the signs long before you hear the diagnosis. But you tell yourself it’s just part of aging. People forget things as they get older, right? And then comes the day when your Mom can’t remember how to get to her hair salon. Or your Dad doesn’t realize he made the car […]
Accumulating wealth and protecting wealth are two very different things. Research shows that it takes just two generations for a family to lose 70% of its net worth. By the third generation – it hits 90%. Protecting the inheritance of future generations requires proactive estate planning, an experienced attorney, and investments that can stand the […]
“Mom told me all her life that she planned to split everything evenly between her children. She got sick, and my brother took her out of state so he could provide care for her. Communication became more difficult as time passed and it was harder to find out how Mom was doing. Mom later died. […]
Durham Office:
2216 S. Miami Blvd., Suite 101
Durham, North Carolina 27703
Call: 919-244-2019
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Sanford, North Carolina 27330
Call: 919-244-2019
Email: [email protected]
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