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Top Reasons Medicaid Qualifications are Denied in North Carolina

Our Daly Mills Estate Planning attorneys in Lake Norman know that North Carolina Medicaid supports the health and well-being of more than 2.3 million annually. For thousands of North Carolina residents who will count on Medicaid as part of their long-term care services in the future, qualifying can be more challenging than most people realize. […]

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Gift & Estate Tax Exclusion Changes Beginning January 1, 2023

The Daly Mills Estate Planning attorneys in Lake Norman know it is nearly impossible to keep up with the Internal Revenue Service (IRS) and its annual Administrative, Procedural, and Miscellaneous tax changes. However, significant changes were recently announced for the upcoming 2023 tax year to accommodate annual inflation adjustments for more than 60 tax provisions, including the […]

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Where Should You Store Your Will and Other Important Documents?

Our Daly Mills Estate Planning attorneys in Lake Norman know our North Carolina clients have done everything right when it comes to protecting their futures. We have seen firsthand the relief our clients feel when they have an estate plan in place, and the confidence it gives them going forward. The good news is, you […]

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The Holidays are the Perfect Time to Protect Aging Family Members from Financial Exploitation

Our Lake Norman attorneys at Daly Mills Estate Planning know that most North Carolina families are reuniting this holiday season, after two years of paused events thanks to COVID-19. Holiday dinners, parties, and other celebrations with friends and family are the perfect time to take a sharp look at your elders — and how their […]

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Should I Sell My Home If I Am Entering an Assisted Living Facility?

Our Daly Mills Estate Planning attorneys in Mooresville know that when families are forced to make medical decisions that will benefit their loved ones, talk of transferring them to assisted living facilities or nursing homes may become a factor. These are serious conversations, as they often involve their loved ones leaving their family homes. The […]

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How to Effectively Make a List of Assets for an Estate Plan

Our Mooresville attorneys at Daly Mills Estate Planning help our clients create checklists that will allow them to understand their current assets and how they will impact their futures. Making estate planning lists that count requires outlining your assets, evaluating your debts, choosing powers of attorney, and creating a will that reflects your true wishes. […]

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Estate Planning and Student Loans

At Daly Mills Estate Planning, our Mooresville attorneys represent clients of all ages throughout North Carolina, including those who have outstanding student loans. In some cases, the student loans they took out in college and graduate school are the most significant financial aspect of their lives. This often means they are more concerned about paying […]

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What Happens to Your Digital Footprint When You Are Gone?

At Daly Mills Estate Planning, our Mooresville attorneys know that getting your affairs in order takes time. Even in the beginning stages, when you are outlining your finances, listing accounts, labeling assets and debts, and preparing to meet with a Mooresville estate planning lawyer, the task can seem daunting — even for the most organized […]

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Why Assets with Sentimental Value Require Additional Estate Planning

At Daly Mills Estate Planning, our Mooresville attorneys know that most people begin outlining their property by focusing on their home, retirement plan, or investments, which are all great places to start. Our Iredell County estate planning lawyers also know there are many things our North Carolina clients hold dear, and they want to make […]

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How to Encourage Elder Family Members to Meet With a Trusted Estate Planning Advisor

Our Mooresville attorneys at Daly Mills Estate Planning know what a tough scenario it can be to have an aging loved one who refuses to talk about what happens to their property when they are no longer here to make their own decisions. We have talked before about how parents can discuss their end-of-life care […]

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