Whatley Law

02/16/2023

Congratulations to our very own Attorney Mary A. Garvey for winning the 3rd Annual Spelling Bee at Gypsy Road tonight!

Our winner!!!

05/05/2020

May is National Elder Law Month. To celebrate, Whatley Law, PLLC is offering FREE Healthcare Powers of Attorney, HIPAA forms, and Living Wills to North Carolinians in need. I know many of you want to make sure your health-related legal documents are in order. Signing appointments can be scheduled for May 15th, 22nd, or 29th. Due to the governor's executive order, signed on Monday, these document-signings can be done in-person or via live video-stream (such as Zoom, Skype, Facetime, etc.) from wherever you may be quarantined. Please call Michelle at 336-904-2909 for more details. Time slots will be filled on a first-come, first-serve basis. Let's get these documents crossed off your TO-DO list!

07/29/2017

In case you missed it yesterday - - The Impact Of Aging On Financial Decision Making - Nasdaq http://bit.ly/2h9eZtm

By Rosanne Roge, CSA, RFG, CFP®Although we are all living longer, healthier lives, studies show that cognition tends to regress with age. One study.

07/29/2017

In case you missed it yesterday - - Protecting assets in the event of nursing home admission - Port Huron Times Herald http://bwne.ws/2eTSDLz

You do not have to use any of your assets to private pay any nursing home expenses.

07/27/2017

In case you missed it yesterday - - Financial planner talks asset protection estate planning - fox2now.com http://bit.ly/2eO5EGs

ST. LOUIS, Mo. _ During the working years, most investors are focused on saving and investing as much as possible to reach their retirement goals. But when it comes to estate planning, how can you help ensure that you`re protecting and preserving what you`ve worked so hard to save? Asset protection…

07/27/2017

In case you missed it yesterday - - Don't put off financial talk with parents - Florida Today http://on.flatoday.com/2uWq1Ig

Talking with Aging Parents About Finances and the Future

07/25/2017

In case you missed it yesterday - - Senate's proposed Medicaid cuts could make long-term-care unaffordable - CNBC http://cnb.cx/2eICvfT

Experts say now is a good time for older Americans to review their options, especially if Medicaid is cut.

07/25/2017

In case you missed it yesterday - - The necessity of a fiduciary: What having a fiduciary means http://bit.ly/2uPxFUI

The necessity of a fiduciary: What having a fiduciary means - Trustees Executors & Fiduciaries - Jeffrey P. Scott & Associates LLC

07/22/2017

In case you missed it yesterday - - Avoid these 7 common Medicaid planning mistakes http://bit.ly/2vsHmpv

Avoid these 7 common Medicaid planning mistakes - long-term care planning - Jeffrey P. Scott & Associates LLC

07/22/2017

In case you missed it yesterday - - Facts about estate planning for the everyday person http://bit.ly/2gQ8jjN

Facts about estate planning for the everyday person - Estate Planning - Jeffrey P. Scott & Associates LLC

07/20/2017

In case you missed it yesterday - - An incentive trust can help keep beneficiaries on the right path http://bit.ly/2uA1Cru

An incentive trust can help keep beneficiaries on the right path - Trust Administration - Jeffrey P. Scott & Associates LLC