Blog - Page 27 of 39

Startup Accelerator Committed to Charlotte

Posted on July 20, 2016

How can my business qualify for Well Fargo's Startup Accelerator?Wells Fargo & Co launched its Startup Accelerator in 2014 to support technology entrepreneurs. During this time the bank has received applications from more than 800 applications from startups in 40 countries - companies involved in a wide range of technological innovations from...

The “Epidemic” of Insufficient Retirement Savings Among Baby Boomers

Posted on June 29, 2016

Will I have enough money to live on after I retire?If you’re a Baby Boomer facing retirement and aren’t sure if you’ll have enough money to support yourself for the rest of your life once you stop working, you aren’t alone. In fact, even if you think you’ve planned well for retirement,...

Veterans Administration Inexplicably Cuts Benefits to Thousands in Need

Posted on June 28, 2016

In a dramatic and inexcusable case of administrative oversight, the Veterans Administration (VA) has allegedly suspended benefits for over 4,200 recipients in the past four years – all which were “presumed dead,” despite being very much alive and well.Late last year, a Florida lawmaker made an inquiry into...

How to Name a Trustee

Posted on June 16, 2016

What are the obligations of a trustee in managing an estate? A well designed estate plan often requires putting a revocable trust in place which can help to avoid probate and specify how your beneficiaries will receive the assets. Once the trust is established, you will be named as the trustee so...

Using Estate Planning to Prepare for the Unimaginable: The Death of Your Spouse

Posted on June 7, 2016

Should you plan for a time when your spouse predeceases you?You love your spouse so much that it causes you great pain to think about his or her death. But, this pain is nothing compared to the agony you will face should your spouse predecease you without an estate plan in place. Estate...

Protect Yourself & Your Loved Ones from Elder Abuse

Posted on May 31, 2016

Have you ever seen the movie Happy Gilmore? It’s an Adam Sandler comedy about a wannabe hockey player that takes up professional golf in order to make enough money to save his beloved grandmother’s home from foreclosure. While Happy is out playing on the PGA tour, his grandma is placed in a nursing...

Why Digital Assets Should Be Part of An Estate Plan

Posted on May 16, 2016

What happens to my social media accounts after I die?Technological innovation is shaping many aspects of our lives as more of our affairs are conducted digitally. Through the widespread use of email and social media accounts, computer storage of digital pictures, online bank and investment accounts, many...

Shocking New Report on VA Benefits Makes National News, But Part of the Story is Missing

Posted on May 1, 2016

The New York Times has finally caught on to something we have known here in the Carolinas for quite some time - veterans are being denied benefits by the VA at an all-time high rate. This is a serious issue that is impacting a lot of young men and women from both North...

Avoiding a Family Feud After Your Death

Posted on April 28, 2016

What steps can you take to decrease the risk that your loved ones will fight over your estate?It happens all too often. A person dies and their children go to war over the estate. One claims she was promised the silver and another stakes a claim for an antique piece...

Keep Your Beneficiary Designations Up to Date

Posted on April 27, 2016

When should I update my beneficiary designations? A well-designed estate plan is one that considers the changes that occur during an individual's lifetime, such as getting married, having children, or getting divorced. In addition to keeping your estate planning documents, such as a trust, a will, and powers of attorney, up-to-date, it is...