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Estate Planning Tips for 2019

As your life changes, so should your estate plan. Our attorneys answer some common questions in this updated article. Find out the new gift and inheritance tax limits; learn how to avoid probate; discover whether a trust might make sense for you; and more.

NADRC Handbook

The National Alzheimer’s and Dementia Resource Center has published a guide titled Handbook for Helping People Living Alone with Dementia Who Have No Known Support. This is a good resource for medical, legal and social services professionals who work with individuals who have memory disorders. You may also find it useful if you are concerned about a friend or relative with limited (or no) support. Please share!

Project Potential

Come out to Project Potential’s Dancing (& More) with the Potential Stars. This fundraiser features amateur talent from the Lexington area as they compete for a great cause. Project Potential helps Lexington students break down barriers to college by providing them with coaching/mentoring services, SAT/ACT test preparation, community service opportunities, college advisory services, help with college applications, scholarships, and more.
Dancing (& More) with the Potential Stars takes place on Sunday, January 27 at the Edward C. Smith Civic Center at 4:00 p.m.. People may also vote online for their favorite performers. Each vote is $10 and goes to support students.

Upcoming Events

January 22: Medicaid Planning, J. Smith Young YMCA, Lexington
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 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. Please call Kathy Shepler or the Front Desk at the Y at 336-249-2177.

February 6: Estate & Long-Term Care Planning, Mabel Smith Senior Center, Greensboro
It’s never too early to begin planning for the future. The US Department of Health & Human Services estimates 70% of those 65+ will need long-term care in their lifetime, so having an estate plan in place that takes into account long-term care needs is common sense. Join Brinkley Walser Stoner attorney David Inabinett as he discusses documents everyone should have in place (and keep current), long-term care planning, basic asset protection techniques, and strategies available to help avoid probate. Registration is not required, but if you have questions for the Senior Center, please call 336-373-7564.