1. 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

  2. MEDICAID PLANNING IN A CRISIS 

    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

  3. 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

  4. 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

  5. KIM WHITLEY SPEAKS AT CATAWBA VALLEY PARALEGAL ASSOCIATION CPE

    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

  6. CITY SPLASH PAD NAMED AFTER FOUNDING PARTNER CHARLIE DIXON

    The City of Hickory has a new water splash pad for children thanks to the efforts and funding by the City of Hickory, the Hickory Kiwanis Club and the Western Catawba County Kiwanis Club. The new splash pad was recently named the “Charles D. Dixon Memorial Splash Pad” at Kiwanis Park. At the rec…Read More