A thoughtful estate plan can protect your wishes and reduce stress for your family. Learn about ten common estate planning mistakes and how to avoid them.
Category: Estate Planning
Act Early to Protect Your Wishes
Legal capacity determines whether someone can create or update a will, power of attorney or healthcare directive. Early planning can help protect personal wishes.
Have You Had The Talk?
Having “the talk” with aging parents helps families plan ahead, reduce stress, and ensure important decisions are made before a crisis occurs.
Guardianships and Conservatorships Protect Our Loved Ones
Guardianships and conservatorships help protect loved ones who can no longer manage personal or financial decisions. Learn how these legal tools work and when they’re needed.
What You Don’t Know Can Cost You: 5 Tips to Stay Ahead of the 2026 Big Beautiful Bill
The One Big Beautiful Bill Act includes major tax and estate planning changes that could affect retirement, gifting, deductions, and long-term financial planning.
Trust vs. Will: Understanding the Key Differences
North Carolina elder law attorney Louise M. Paglen explains the key differences between wills and trusts, and when each may be the right choice.
Ask the Expert: What is the 5-Year Medicaid Lookback?
The Medicaid 5-year lookback can delay benefits if assets are transferred too late. Learn how early planning and trusts can protect your eligibility.
Ask the Expert: My Spouse is Starting to Forget Things. When Is It Too Late to Get Estate Planning Documents?
Capacity is the cornerstone of estate planning. Learn why acting early protects your wishes, avoids legal hurdles, and gives peace of mind to your loved ones.
The Power, and Peril, of Powers of Attorney
Powers of Attorney can protect your interests or put them at risk. Learn the differences between Health Care and Durable POAs, and how to choose a trustworthy agent.
Are You Downsizing, Moving or Simplifying Your Life? When Is a Coin Dealer More Than A Coin Dealer?
Downsizing, selling, or investing? Learn how a knowledgeable coin dealer can help evaluate coins, jewelry, bullion, and sterling silver with expertise and care.
