BWS Update | January 2017

BWS Update | January 2017

2017 Estate Planning Guide

By Attorney Ryan McNeill

We’ve updated our Estate Planning Guide for 2017! How can you limit inheritance tax? Would a trust benefit you? How can you avoid family squabbles after you are gone? Should you give away part of your estate now? Have you thought about digital assets?

What is Estate Planning? I don’t have a lot of assets. Why should I speak with an expert?

Estate planning involves making reasoned decisions about how the property or monies you own are distributed upon your death. The simplest of estates can become a costly nightmare for survivors when there are no provisions made for an orderly distribution of assets upon death or responsible individuals named to oversee that process. These problems arise at a time when loved ones are least capable of dealing with complicated and messy legal matters while grieving the loss of a family member. Read more…

Free Estate & Nursing Home Planning Seminar

Join attorney Ryan McNeill on January 31 in Greensboro for a free seminar titled Estate and Nursing Home Planning. The event will take place at 10:00 a.m. at the Smith Senior Center, 2401 Fairview Street, Greensboro, NC, 27405. Come get your questions answered!

“Many people put off planning for the future, but that can put you and your family at a disadvantage,” says McNeill. “Having an up-to-date will and other important documents like powers of attorney or healthcare powers of attorney ensures your family is better able to care for you if you ever need long-term care. It’s also helpful to understand exactly what portion of long-term care costs Medicare covers and what happens when Medicaid kicks in. I hope everyone will bring their related questions to this seminar.” Questions should be directed to Jennie Matkins, City of Greensboro Senior Services Coordinator at 336-373-7566.

Supporting Students at DCCC

Brinkley Walser Stoner is proud to support the Walter F. Brinkley Scholarship Fund at Davidson County Community College. Walt Brinkley passed on in 2015, but his support of education and desire to provide opportunities for others to succeed lives on. The Fund remains partially endowed. If you are interested in helping to fully fund the scholarship, please earmark your donation for Walt’s scholarship and send it to the DCCC Foundation, P.O. Box 1287, Lexington, NC, 27293. Questions should be directed to Jenny M. Varner, Executive Director at the DCCC Foundation at jmvarner@davidsonccc.edu or (336) 249-8186, ext. 4685.