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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →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 […]
Read More →One of the major possible issues that can arise upon someone’s passing is the issue of inheritance. Once someone has passed away, the courts and those left have nothing to rely on except the written instructions from the deceased. Good, clear instructions can make the process simple and easy. Poorly written or unclear instructions can, […]
Read More →At Daly Mills Estate Planning, our Mooresville attorneys are dedicated to helping our fellow North Carolina residents understand how important it is to protect their futures. Those futures include a lifetime of plans and ensuring their wishes are respected after they are gone. That is the simple difference between the equally vital elder law and estate planning functions. In […]
Read More →When planning for your financial future or retirement, numerous issues must be considered. At the top of the list is Medicaid. Your health care and its associated costs are going to be a major factor in your long-term planning and should be thoroughly considered sooner rather than later. As the cost of health care continues […]
Read More →Our Mooresville attorneys at Daly Mills Estate Planning help our fellow North Carolina residents protect their finances during each stage of their lives. At times that means pivoting their long-term goals to include a subsequent marriage. This becomes increasingly important when one or both spouses have children from a previous marriage. Whether our clients are focused on […]
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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...
Read MoreThe 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....
Read MoreOur 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...
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