Secretary Marshall and Ozie hosted an in-person chat with NC Notaries at the Central Piedmont Community College in Charlotte, NC giving notaries the opportunity to hear important updates and ask questions in person.
Signing Legal Documents During the Pandemic
By Kimberly H. Whitley
As we all know, everyday tasks have become more difficult during the Coronavirus Pandemihttps://www.patrickharperdixon.com/our-attorneys/#thomasc. The Courts and the legislature of North Carolina have made temporary and emergency changes to the laws to allow for the legal process to move forward and for necessary documents to...
Peace of Mind in Planning During COVID-19
We find ourselves living in scary and uncertain times. One of the best gifts you can give to yourself and to your family during this time is the peace of mind in knowing that your health care decisions will be made appropriately if you cannot make them for yourself.
Update for Employers on Recently Passed CARES Act
By Michael P. Thomas
While the CARES Act is about to be voted on by the House today, Employers should note a few key provisions relating to the payroll continuation forgivable loan program, at least as the bill now stands:The “covered period” is March...
Legal Update for Business in Response to COVID-19
By Michael P. Thomas
Now that COVID-19 has arrived in Catawba County, we wanted to update our clients on legal changes made in response to the health care situation and highlight a few points.
Governor Cooper has expanded unemployment eligibility in...
Problematic Assets in Planning and Estates
By Kimberly Whitley
Certain types of assets routinely cause issues in estate planning and administration. The issues and suggested solutions are detailed below:Mobile Homes. Frequently, clients transfer mobile homes by executing a Bill of Sale rather than transferring the Certificate of Title for the mobile...
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 beneficiary can continue to roll over the proceeds...
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...
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 survivorship. If a...
Estate Planning Foundations: Five Essential Documents for Every Plan
Estate planning is an important legal process for every adult, regardless of age or net worth. While it accomplishes the task of planning for the disposition of your assets, the real goal of estate planning is achieved through the peace of mind it brings to you and your family. Although each estate...