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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Philanthropy and Your Estate Plan
      • Planning for Dementia
      • Probate
      • Serving as Executor
      • Special Needs Planning
      • Tax Avoidance Planning
      • Trust Administration & Probate
      • Understanding the Social Security Retirement System
      • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
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Home » BLOG
Medicaid spend down

What Is the Medicaid “Spend Down” Requirement?

Anticipating the very real possibility of the need for long-term care is something I urge my clients to consider when creating or updating … [Read more...] about What Is the Medicaid “Spend Down” Requirement?

Date: March 20, 2023 Category: Medicaid in North Carolina

Medicaid look-back

What Is the Medicaid “Look-Back” Provision?

You may make it to your retirement years without ever needing to qualify for Medicaid because you were fortunate enough to be covered by … [Read more...] about What Is the Medicaid “Look-Back” Provision?

Date: March 6, 2023 Category: Medicaid in North Carolina

living trust

If I’m the Trustee Do I Need an Attorney to Help?

About eighty-five percent of the clients we help create an estate plan use a Revocable Living Trust agreement as the centerpiece of their … [Read more...] about If I’m the Trustee Do I Need an Attorney to Help?

Date: February 25, 2023 Category: Trust Administration

Discuss aging

How Do I Discuss Estate Planning with My Aging Parents?

Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental … [Read more...] about How Do I Discuss Estate Planning with My Aging Parents?

Date: February 22, 2023 Category: Estate Planning

Digital assets

Digital Estate Planning Checklist

As part of the estate planning process, I encourage clients to create written lists of all assets they own. In today’s electronic world, I … [Read more...] about Digital Estate Planning Checklist

Date: February 14, 2023 Category: Estate Planning

Family caregiver

Choosing a Caregiver – Is Family Always the Best Option?

I sometimes have clients who are faced with difficult decisions related to the realities that come with aging. One of the most important of … [Read more...] about Choosing a Caregiver – Is Family Always the Best Option?

Date: October 4, 2022 Category: General

How Do I Trust Thee…Part III

  If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client … [Read more...] about How Do I Trust Thee…Part III

Date: August 11, 2022 Category: Estate Planning, Legal Education

How Do I Trust Thee…Part II

When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary … [Read more...] about How Do I Trust Thee…Part II

Date: August 9, 2022 Category: Estate Planning, Legal Education

Paying federal gift and estate tax

You will always want professional help when it comes to filing Estate Tax returns.

I frequently begin a consultation estate taxes with the phrase "I've got great news". That's because only the wealthiest fraction of one … [Read more...] about You will always want professional help when it comes to filing Estate Tax returns.

Date: August 2, 2022 Category: Taxes

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