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What Types Of Assets Can Be Protected?

The idea of acquiring and building assets is a popular one. Every working American desires to acquire assets and to profit from those assets. What many Americans do not think about, however, is how to protect those assets once they have been acquired. Assets can be lost through various means, including lawsuits, judgements and more. […]

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Difference Between Medicare and Medicaid

Medicare and Medicaid are two different government programs for healthcare.  It is important to understand the difference between them. Medicare vs. Medicaid – What are the program benefits? Medicare is a program administered by the federal government to provide healthcare to certain populations. Original Medicare is divided into Parts A and B. Medicare Part A […]

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Why You Need a Power of Attorney

The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population.  A proper starting point is to emphasize that the proper use of a power of attorney as an estate […]

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Big Win for Medicare Recipients – Appeals Process Now Available

Medicare is a federal program that provides medical coverage to certain individuals – those over age 65, younger folks with disabilities, and people with End-Stage Renal Disease.   This coverage is critical to get those populations needed care. Medicare Part B covers things like doctor’s visits and outpatient care; it is not free. Medicare Part A […]

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What Is Elder Law?

When performing long-term estate planning, there are numerous key issues that must be considered. One of these issues is elder law. As the population ages, the associated costs of healthcare and related issues can rise tremendously. These costs can cripple a retirement portfolio that has not taken them into account and can effectively ruin someone’s […]

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Special Needs Planning

When planning a long-term financial future, sometimes it is necessary to consider special needs as part of that planning. Perhaps a loved one is disabled and currently receives some government assistance. In such a case, it is very important to plan in such a way that their assistance will not be disqualified. Planning for special […]

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Wills And Trusts

In the modern financial world, people are becoming increasingly concerned with protecting their assets. This makes a great deal of sense, given the potential for rising taxes and other issues that may draw down portfolio savings over a period of years. One of the best ways to make sure your assets are passed down to […]

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Why Estate Planning is Important Regardless of Your Age or Wealth

At Daly Mills Estate Planning, our Mooresville attorneys know that talking about what happens to your assets, minor children, or other important accomplishments after you pass away is never a popular conversation to have. Unfortunately, younger adults and those who do not believe their assets are significant enough to require an estate plan often continuously delay […]

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Guardianship

When it comes to long-term financial planning, the subject of guardianship is something that must be considered. Consider, for a moment, what could happen if you suddenly became ill with dementia or Alzheimers and could no longer make responsible, rational decisions regarding your savings and portfolio. If you began to give away the farm, so […]

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What to Do Before Meeting With a North Carolina Estate Planning Attorney

Our Daly Mills Estate Planning attorneys in Mooresville know that it may seem like a daunting task to start getting your affairs in order. Whether a person lacks the time to commit to estate planning, or fears talking about end-of-life decisions, most estimates list that anywhere from 50–60% of Americans do not have a will, let […]

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