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    • Medicaid
    • Trust Administration
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    • Advanced Estate Planning
      • Business Succession Planning
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      • Estate and Gift Tax Figures
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      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
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    • Webinar on Estate Planning
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Home » Retirement Planning
Image of a person handing a house key to another person holding a small model home in their hands. This symbolizes adding children to deed.

Why Adding Your Kids to Your Deed is a Major Mistake

It happens all the time. A well-meaning homeowner wants to ensure their children are taken care of, so they head down to the courthouse or … [Read more...] about Why Adding Your Kids to Your Deed is a Major Mistake

Date: March 19, 2026 Category: Estate Planning, Medicaid in North Carolina, Retirement Planning

Photo of an woman with her elderly mother to illustrate the importance of planning for aging parents

Planning for Aging Parents: Legal Steps You Should Take Now

As your parents age, concerns about their health, finances, and long-term care can become overwhelming. Without proper planning, families … [Read more...] about Planning for Aging Parents: Legal Steps You Should Take Now

Date: March 4, 2025 Category: Elder Law, Estate Planning, Retirement Planning

Retirement Planning: Consider Assisted Living Costs — Mark Costley

Retirement planning can actually be a lot of fun as you envision what your life will be like after you put your working years behind you. If … [Read more...] about Retirement Planning: Consider Assisted Living Costs — Mark Costley

Date: November 18, 2015 Category: Asset Protection, Medicaid in North Carolina, Retirement Planning

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