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Attorney Dee Wallis & Margo Arrowsmith Discuss Aging in Place

First in her series of interviews with elder care providers, elder advocate Margo Arrowsmith talks to Dee Wallis about general powers of attorney, healthcare powers of attorney, guardianships, managing assets, understanding family dynamics, and assembling your team so you can age in place!

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Tips for Avoiding Scams

Saying no is the best defense! (Photo by B. Rosen, Flickr)

Saying no is the best defense! (Photo by B. Rosen, Flickr)

One day out of the blue, Janice got a telephone call from a man claiming to be with a computer repair company she had used in the past. The man said her computer had been hacked and needed to continue reading.

Estate Planning Through the Ages – In Your Twenties

Photo by Camille Harrington, Flickr

Photo by Camille Harrington, Flickr

As a twenty-something, I know that most of my peers haven’t given much thought to estate planning. They may be wondering if they need to do any estate planning at all. Some might not even be sure what estate planning means!

What is estate planning?

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Do I need a healthcare power of attorney in North Carolina?

Photo by Alex Proimos, Flickr

Photo by Alex Proimos, Flickr

Yes! Even if you have a standard power of attorney in place, you will want to execute a healthcare power of attorney (“HCPOA”) to provide guidance to your doctors and loved ones about your healthcare desires.

What is a healthcare power of attorney?

A HCPOA › continue reading.

Estate Planning for the Newly Single

last will and testament document

A separation or divorce can be an overwhelming and exhausting process. However, a separation or divorce can also be the start of a new life. When the dust has settled and you are ready to begin looking to the future, one of the first steps you should take is reevaluating › continue reading.

Do I need a will in North Carolina?

Will

People come up with all sorts of reasons for why they don’t need a will – I’m young and healthy, I don’t own that much stuff, everything would go to my spouse and that’s fine – but in reality, none of these excuses carry much weight. The truth is that › continue reading.

Do I Need a Power of Attorney?

power of attorney document with gavel on top

Yes, you need one.  Right Now.   It is important insurance.

What is a power of attorney?

A general, durable power of attorney authorizes your attorney-in-fact (agent) to carry on any business matter which you yourself could do.  It becomes effective immediately when you sign it. We make it “durable” so › continue reading.

Gift Ideas For Your Grown Children

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Now that we are smack dab in the middle of the holidays, you may be trying to think of some gift ideas that will please your family but won’t get dusty and take up space. My grown children have all the toys they need, and usually buy what they want. › continue reading.