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An Interesting Question in the December, 2016, AARP Bulletin

Any question that makes it into the Jane Bryant Quinn column of the AARP Bulletin is interesting. And, frequently, important to many people.  The question was: “I have a friend who was evicted from her home by her husband’s children (from an earlier marriage) when he died.  Is that legal?” The answer given was correct. […]

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5 Situations that Trip Up Some Lawyers, and how you can avoid them

The November, 2016, issue of the SC Lawyer magazine had a great article about Red Flags Every Practitioner Should Know.  These Red Flag issues trip up lawyers who miss them, but ALSO TRIP UP THE CLIENTS INVOLVED.  Here they are: 1. I only need a “simple” Will. 2. I want to deed my property to […]

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7 Questions that Must be Answered by this afternoon if you are Hit by a Bus this Morning

A client of mine made this presentation to a group of real estate investors recently. Many of these folks are solopreneurs, as is he.  So these questions are oriented in that direction.   I thought it worth passing along.  Here are his seven questions: Who is going to be able to ________ ______ ____________? Where are […]

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Mama Passed, But I’ve Got Her Power of Attorney, So I’m Good, Right?

I was speaking to a group of real estate investors at their evening meeting the other night. The topic was Protecting Your Ass(ets).  Because, when you really think about it, good estate planning starts NOW.  With protecting and growing your assets. Especially if you are a small business owner. And a real estate investor, at […]

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Have “The Talk” With Your Parents, Before It’s Too Late

  And this talk isn’t about something as “easy” as premarital sex. It about a much more difficult subject—independence. All of us have seen a much older friend or relative who has quietly changed from being “sharp” to being less capable. It happens over a period of months or years. You really don’t notice it.  […]

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And Then The SSGT Walked Out

While talking to the man (who we’ll call “Chad”) helping me purchase my new phone, I learned that he was a recently discharged Army veteran—9 years in the service, a Staff Sergeant, 2 tours in Afghanistan.  When he learned that I was a veteran and an estate planning attorney, he told me this story: During his […]

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Can a Trustor Get Property Back from a Medicaid Protection Trust?

A Medicaid Protection Trust is designed to allow a person (the Trustor) to transfer property into the Trust, thereby removing it from the Trustor’s estate, and, also, after a time, shielding the property from Medicaid claims or concerns.  If, after the required waiting period has passed, the Trustor needs Medicaid assistance paying for Nursing Home […]

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Planning To Protect Assets For The Spouse & From The “New Friend”

As an estate planning attorney, I come across many couples who do estate planning who have been married 30, 40, 50 or more years.  A common question I ask is: “Do you want to plan to protect your half of the assets from your spouse’s “new friend” after your passing?”  It usually gets a chuckle, […]

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Donations to Charity, How to make them, How to hold them

We just finished speaking at Providence Baptist Church to a group of friends and supporters of the Charlotte Rescue Mission.  The Mission has just started an Endowment, and EJ Underwood, Director of Planned Giving, gave a very interesting talk about why the Mission started the Endowment, and what they hoped to achieve through it. I […]

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Eric's Blog

An Interesting Question in the December, 2016, AARP Bulletin

Any question that makes it into the Jane Bryant Quinn column of the AARP Bulletin is interesting. And, frequently, important to many people.  The question was: “I have a friend who was evicted from her home by her husband’s children (from an earlier marriage) when he died.  Is that legal?” The answer given was correct. […]

Read More..