By Jennifer Triplett | Published December 17, 2016 | Posted in Uncategorized |
Search Site
Call For Free Consultation
417-986-0893
Category Archive
Uncategorized
3 Reasons Why It’s Important to Have a Trust
I was talking with a woman recently about estate planning. She wanted to know if she needed a will even if she had a trust in place. I then asked her if she knew what would happen, if she died with an asset in her name that was not in the trust. Her eyes got Read More
Read MoreThe Unknown Danger of Re-Titling Your Home the Wrong Way
I recently met a woman, by the name of Alice, who had inherited a family farmhouse from her parents many years ago. Over the years, Alice invested her hard earned money along with lots of love to restore the large Colonial home. To ensure that her son, Jim, would receive the home after she died, Read More
Read More3 Common Mistakes When Marrying Later In Life
For people in North Carolina, one of the surest ways to stir up conflict and create legal battles that go on long after you die, is to get married later in life and avoid discussions such as, “Should we have a Pre-Nup?” and “How will getting married affect my estate?” 1. I was working with Read More
Read MoreProcrastinating Could Be Downright Excruciating for Your Family
Have you heard the saying, “You are just buying time?” The funny thing is, there is no way to buy time, and there is no way to get it back once you have spent it. Even more important is that everyone’s time will come to an end, but no one knows when! All too often, Read More
Read More5 Perfect Situations to Bring up Estate Planning with your Parents
Even though we all know there is no way to avoid death, it is understandably an unpopular topic of conversation. As your parents age, it will make things easier on everyone if they have an estate plan in place, particularly for the unexpected events in life. The following five situations are opportunities that would be Read More
Read More2 Reasons an Outdated Trust Will Leave Your Spouse Broke and Helpless
I recently met a lady in Raleigh who said that she and her husband had separate trusts drafted about 15 years ago. She wondered if they needed to be updated. I knew right away that since they were set up many years ago as separate trusts, the goal at that time was to avoid estate Read More
Read MoreScary Facts about Nursing Home Poverty
I met a couple recently, Rose and John, who had been married for over 50 years. Rose informed me that they were recently divorced. I am sure by the look on my face, she could tell I was shocked and confused, since they were standing together in front of me. Rose explained that John had Read More
Read MoreWarning: Your Children’s Futures are at Stake
Have you ever thought about what would happen to your minor children if you died without a Will? Many young families do not think about the consequences of such a tragedy. We all assume that we will live forever into our golden years, all the while running the risk that our children may become wards Read More
Read MoreThe Real Truth about Medicaid Planning
With the recent find of a $1 million in gold coins while scuba diving, I was reminded of a story someone once told me. Their father had several hundred thousands of dollars in coins. Many years ago he had created a trust to protect his hard earned money from nursing home poverty, but he chose Read More
Read More5 Hidden Dangers of Joint Ownership with a Child
A common question I am asked is whether probate can be avoided if assets are owned jointly with a child. I would like to share just four of the disastrous reasons why you should not add a child’s name to the title of an asset just to avoid probate. 1. If your child is Read More
Read More
Awards & Memberships
