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Review Those Estate Plans

That is a great question, and at the risk of sounding like an attorney, it depends. I typically recommend clients review their estate plans every two or three years, though if you have a life change, your estate plans should change immediately.

Upcoming Events

What if We Haven’t Saved Enough?

Medicaid planning is a must for anyone who is concerned they may outlive their retirement savings. There are options within the law to protect property for the benefit of your spouse and heirs. Join attorney Ryan McNeill on May 8 to find out the rules related to Medicaid and steps you may take well in advance to protect your family. The event is free but registration is required.

Date/Time: May 8, 2019, 10:00 a.m.

Location: Mabel D. Smith Senior Center, 2401 Fairview St, Greensboro, NC 27405

RSVP: 336-373-7566  

Hot this Weekend!

Head out to the 2019 BBQ Capital Cook-Off this weekend (April 26 & 27). Enjoy entertainment and good food, and cheer on your favorite competitors! The Budweiser Clydesdales will be there, too. It looks to be a fun weekend.