News and Events
June 1, 2018 / By: Mark Costley
We are proud to be a Sponsor, Exhibitor and Speaker at the upcoming Caregiver’s Summits in Durham, Chapel Hill, Lillington and Raleigh. These summits bring caregivers together to learn and share information and resources that make a difference in their lives and the lives of the people they care for. We, as estate planners, are privileged to be able to make a real difference in the quality of the lives of our clients and their families. We hope you will attend the Caregiver Summit and attend our class “Legal Issues for the Caregiver”.
Legal Issues for the Caregiver: Planning for Incapacity
Mark O. Costley, Attorney and Founder and Jonathan D. Williams, Attorney, Clarity Legal Group
This discussion will address the use of powers of attorney and advance health care directives to plan for incapacity. Also included will be the role of guardianship, an overview of Medicaid services and the changing long-term care insurance market.
Our classes are offered:
- Durham, Thursday, June 14, 2018 10:30 a.m. to 11:30 a.m.
- Chapel Hill, Tuesday, August 7, 2018 2 p.m. – 3 p.m.
- Lillington, Tuesday, October 2, 2018 10:30 a.m. to 11:30 a.m.
- Raleigh, Tuesday, October 30, 2018 9 a.m. – 10 a.m.
The Caregivers Summit provides respite, resolution, and resources as you navigate life’s transitions.
Visit Caregivers Summit to learn more about the Caregiver Summits in Durham, Chapel Hill, Lillington and Raleigh.
January 7, 2013 / By: Mark Costley
In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day.
December 21, 2012 / By: Mark Costley
There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?
October 2, 2012 / By: Mark Costley
Fall Summit at the Catamaran
September 12, 2012 / By: Mark Costley
Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website!