NC Planning Blog

Can’t find your loved one’s original will? What next.

Having someone you love pass away is one of the most difficult situations we can experience.  After you have had time to take care of the funeral and grieve, one of the next steps is of course making sure the estate is settled appropriately and probate is addressed.  When filing a will with the clerk […]

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Planning After Tax Reform Seminar

We recently held a seminar “Planning After Tax Reform: Tools and Solutions You Need to Know,“ presented by Attorney and CPA Tom Lenfestey of NC Planning and John Rousos, CLU and Vice President of Highland Capital Brokerage. With the comprehensive tax reform passed last year, no individual’s planning will look the same.  As such at this seminar we touched upon […]

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Business Tax Reform: Meals and Entertainment Deductions

The new tax reform act has a number of material changes for individuals and businesses. Some of which have been highlighted in the news and you may be well aware, but given it is being labeled as the ‘largest tax reform in 30 years’ you may not be aware of some of the other significant […]

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Qualifying for Medicaid and Spend Down – Where to start

One of the most common concerns we address is the cost of long-term care and the aspect of qualifying for medicaid and spend down. Common questions are “How can I be sure I have enough money to pay for long term care?” and, “How do I know if my parents have saved enough money to […]

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Do You Have a Child With Special Needs? Five Actions To Take Now.

Having a child with special needs (a developmental or intellectual disability that requires additional support) carries with it daily responsibilities that have likely become your “normal.” But there are many issues related to caring for a child with special needs you probably don’t realize or may take for granted. Here are 5 actions you need […]

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