NC Planning Blog

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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The Importance of Business Valuation Now

Warren Buffet is quoted as having once said “Price is what you pay, value is what you get.”  There are many applications for this premise, but inherent within these words is the notion that value is something more than simply a price tag. This holds true particularly in determining business valuation. Business valuations come in […]

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Six Steps to Prepare Your Business for Sale

So you’re ready to sell your business? Selling your business can be an excellent way to realize the value built up over years of running your business and to generate income as you transition into the next phase of your business career or life. But where do you start? Listed below are a few steps […]

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Tax Reform Seminar: Impacts and Opportunities

Our Tax Reform Seminar held recently was a huge success and provided tremendous value to attendees regarding the recently passed law.  Tax reform and the newly implemented legislation has and will continue to be a topic of interest and high priority for 2018. At this seminar we discussed the impacts to and opportunities for individuals, estates, and businesses. […]

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