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Don’t Forget to Update your Will and Power of Attorney if You’re Divorcing

by Amanda Spence | Mar 22, 2023 | Elder Law, Elder Law Resources, Family Law

If you’re separated from your spouse and contemplating divorce, updating your estate planning documents is likely the last thing on your mind. However, failing to revise or revoke a Will or Power of Attorney that you signed during your marriage could result in...

Is Transferring Assets to Qualify for Medicaid the “Right” Thing to Do?

by Amanda Spence | Mar 14, 2023 | Elder Law, Elder Law Resources, Medicaid

At a party years ago, another lawyer asked me what an Elder Law attorney does. I explained that, among other things, I helped people qualify for Medicaid to pay for their nursing home care while protecting their house and money for their spouse and children. The...

How to Get a Tax ID Number for an Estate or Trust

by Amanda Spence | Mar 11, 2023 | Elder Law, Elder Law Resources, Wills and Estates

When you open an Estate or set up certain kinds of trusts, you’ll need to obtain a Tax Identification Number (also called an Employer Identification Number or EIN) from the IRS. Just like your Social Security number is linked to your bank accounts and investments so...

What if your Medicaid Application is Denied?

by Amanda Spence | Mar 6, 2023 | Elder Law, Elder Law Resources

What if your Medicaid application is denied? We’ve been helping clients apply for Medicaid in Wake County and other counties throughout North Carolina for over twenty-five years. During that time, we’ve sometimes encountered caseworkers who unfortunately don’t know or...

How to Close an Estate or Guardianship

by Amanda Spence | Mar 4, 2023 | Elder Law, Elder Law Resources

How to Close an Estate or Guardianship: Tips on Preparing the Final Account Opening an estate is fairly easy – you show up at the courthouse with the death certificate and a Will and the Clerk’s office will give you the necessary paperwork to qualify as the Executor...
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Allen & Spence Lawyers Raleigh NC

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Allen and Spence, PLLC
3737 Glenwood Avenue Suite #100
Raleigh, NC 27612
(919) 863-4183

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