Securing Your Dream: Estate Planning

A great video clip from CNBC featuring estate planning attorney, Alexis Martin Neely.  Alexis discusses the importance of estate planning and leaving a legacy to future generations.

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Parents: 13 Reasons Why Trusts Aren't Just For The Wealthy

Many people believe trusts are only for the wealthy, but trusts are about more than just the size of your estate.  Trusts are an effective tool to protect your children and know they will be taken care of when you are no longer able to be there for them.  Here are some of the reasons [...]

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What Is A Trust?

Trusts are a common tool used in estate planning.  I’m currently working on a series of posts relating to the various uses of trusts in estate planning.  Before jumping in though, I thought it best to start at the beginning.
So What Is A Trust?
A trust is a legal arrangement under which a person or company [...]

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What Not To Do When Trimming Your Budget

Last night I had the pleasure of attending the annual Triangle Women of Distinction Celebration organized by the Raleigh Chapter of Soroptimist International.  Soroptimist is a wonderful philanthropic group aimed at improving the lives of women and girls.  From running local projects such as a professional clothing programs similar to “Dress for Success” and public [...]

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Senior Citizens Handbook

The North Carolina Bar Association’s Young Lawyer Division has a terrific Senior Citizens Handbook that serves as a resource for senior citizens and their families.  While the handbook emphasizes North Carolina law and programs and is written for senior citizens, it also contains general information that would be helpful to caregivers, younger persons or persons [...]

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14 Websites For Retirement Planning

This week the Consumer Reports Money & Shopping Blog ran a great two-part series on useful retirement planning websites.  If you are looking for advice and information regarding retirement planning, here are some great sources:

Social Security Administration

Internal Revenue Service
Pension Benefit Guaranty Corporation
Medicare Rights Center
Elderhostel
TreasuryDirect
National Association of Personal Finance Advisors
Retirement Living Information Center
International Living

In addition to [...]

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