1. Changes in Retirement Accounts for 2020

    Congress has passed the Setting Every Community Up for Retirement Enhancement Act (“SECURE ACT”), effective as of January 1, 2020.  The SECURE Act contains some major changes for distributions relating to retirement accounts, including the following: Stretch payments.  In general, a spouse ben…Read More

  2. Five Tips To Organize Your Estate Planning

    Originally written by Kim Whitley for Outlook Estate Planning does not end with signing the documents.  The following tips will help your family in the event of death or emergency: Document Distribution-Make sure you have distributed copies of your Durable Power of Attorney, Health Care Power of At…Read More


    Although planning in advance for facility care is best, an unanticipated health event may necessitate instant action to protect assets.  Some techniques which may work are set forth below: Purchasing a one-percent (1%) interest in the homesite or other real property as joint tenants with right of s…Read More

  4. Top Ten Mistakes in Estate Planning

    Originally written by Kim Whitley for Outlook Newspaper. Proper Planning can reduce the difficulty of handling an estate. Avoid these mistakes to make the estate process easier: 1. Not adding beneficiary designations to assets, including bank accounts. Assets which pass by beneficiary designation in…Read More

  5. Shortcuts In Estate Administration

    Kim Whitley Originally written by Kim Whitley for Outlook Newspaper. Handling an estate can be a difficult task. Fortunately, North Carolina offers some “short forms” of estate administration to make the process easier and avoid a full administration: 1. DMV Form MVR-317. If a vehicle is the onl…Read More

  6. What is Elder Law?

    As the average life expectancy continues to rise, so does the need for the branch of law known as elder law. This area of law focuses on protecting and advocating for the aging and elderly along with their caretakers and loved ones. It covers a wide range of legal services from basic financial manag…Read More


    On April 10, 2018, Kim Whitley presented a program on Special Assistance and Medicaid to the Catawba Valley Paralegal Association. The presentation was held at Catawba Valley Community College. Ms. Whitley’s presentation discussed the differences between Special Assistance and Medicaid, how to app…Read More