Address: 2530 Meridian Pkwy suite 300 suite 300, Durham, NC 27713, USA
Phone: +19198832800
Sunday: Closed
Monday: 10AM–5PM
Tuesday: 10AM–7PM
Wednesday: 10AM–7PM
Thursday: 10AM–5PM
Friday: 10AM–3PM
Saturday: Closed
Caroline Lewis
We have worked with Doug for 2 1/2 years on a contentious estate matter. I cannot say enough about Doug's competency, ethics and people skills. Ultimately, he will let you know if something is worth the expense, even at at his own loss. He will make you feel comfortable to put your trust and confidence in him. A rare thing in his profession.
David C. Miller
I can't sing enough praises about this kind and knowledgeable man !! My sister is the executor of my mothers estate. I was already having issues with her taking advantage of her position. I was pretty disappointed that she would even do this ... but before I called out the Marines, Doug went thru some options that he wanted me to be aware of. Clear headed thinking is always the best. I followed his advice, and am still in limbo to see if my "peace offering" will work out. In any event, if you are considering someone to plan your estate or a loved one, I could think of no one better to handle this. Thank YOU Doug !!
sherry hubbard
Great experience with a wealth of knowledge
Joanne Beckman
Consultation visit for elder care client, caring advice & referral provided.
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Hi, Jack, and thanks for your question! A deed transfers property to another person(s). A life estate is a deed, but in which you retain the right to live there until you die (or when you move away). A lady bird deed is a life estate, but the language allows you to change your mind before you die, without the permission of the persons to whom you gifted it. We sometimes can use this in Medicaid planning to help a person qualify by legally divesting specific assets that might prevent their qualification. Another approach is the "1% deed" in which you give your sons 1% of the property as joint tenants with right of survivorship. This has a little less risk than the lady bird deed, and works well for estate planning and probate avoidance. Either approach can work for planning, but it really depends on your estate planning objectives. We'd be happy to discuss it in more detail with you!
This is a question for a divorce attorney. There are many good attorneys who can assist you in what to do next. If you think you can reach a friendly settlement, then try collaboative divorce. You can seach Google for "collaboative divorce" to find some. This costs less, and will mean less trauma for children. I wish you the best.
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