Join Us for the Just for Seniors Free Seminar!

Join Attorney Gretchen Cleevely and Realtor Todd Harrison at this FREE seminar. Protect Your Assets Sell Your Home Make It All Easy When: Wednesday, June 15th at 10:00 am – 11:15 am Where: Glen Lake One (Office Building) Spark Conference Room (4th Floor) 4140 Parklake Ave, Raleigh, NC 27612 To RSVP, call 919-384-6104 or email us today.

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How Taxes Affect Estate Planning

Nothing is certain in life other than death and taxes. What is the impact of taxes on estate planning? In 2022, the federal estate tax exemption is $12.06 million per person. If the value of your estate is under this threshold, then your estate will not be subject to tax. Those with estates totaling more…

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When and How to Contest a Will

When and how do you contest a Last Will and Testament? The answer is both simple and quite complex. The simple answer is to file what is called a “Caveat” in the estate where the Will is being probated. A Caveat outlines the grounds by which the Will is being contested, typically attacking what makes…

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Estate Planning Gone Wrong: Mistakes to Avoid

North Carolina will

Many people believe the word “estate” only applies to wealthy individuals with multiple properties and substantial assets, but this is inaccurate. Anyone who has money, property, or other assets has an estate and will benefit from a well-organized estate plan. A solid estate plan can help communicate your end-of-life wishes if you are unable to…

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Veteran Provisions: Providing for Our Vets in Civilian Life

I am honored to have recently become an accredited attorney for the preparation, presentation, and prosecution of claims for Veterans’ benefits before the Department of Veterans Affairs (“VA”).  Since Veterans Day was November 11, I thought it timely to share some information regarding pension benefits available to United States wartime Veterans, and the surviving spouses of wartime…

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Medicaid Asset Protection Trust Planning

medicaid trust planning law

Medicaid is a program that provides significant health care and long-term care benefits to many Americans who qualify. Unfortunately, to qualify for Medicaid, you must have a low income and few assets. This means that if you’ve spent a lifetime working and saving, you must take steps to qualify for Medicaid before the need arises. The…

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What is Elder Law?

elderly care- hands of a care giver and an elder

The practice of elder law refers to assisting people with the legal aspects of issues that affect all of us in our later years. But many elder law issues should be dealt with before you are elderly.   This elder law issue includes: Estate planning Wills Trusts Health care planning Social security and retirement benefits…

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