seenon

Monthly Archives: June 2020

Home » Archives for June 2020

Are You Independent?

June 30th, 2020 (No Comments)

What is true independence from an individual perspective? Being independent can mean different things to different people at different points in their life. When I was young, leaving home and joining the Navy was my version of rebellion and independence. I was on my own, bald from bootcamp but skinny, fit and ready to take […]

IRA to Trust Conversion Plan: Retirement in IRA? Want to protect in a trust? What to do?

June 28th, 2020 (No Comments)

I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust like an irrevocable or convertible trust. Many Americans have much of their savings tied up in traditional Individual Retirement Accounts (IRAs) or 401ks painting an asset picture […]

⏱Estate Planning Seminar in 10 Minutes

June 25th, 2020 (No Comments)

What you will learn: ✅ Why Start with Foundational Planning? ✅ Can Protective Deeds Save My Home? ✅ Are Trusts Right For Me? Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as our civic duty we are offering complementary consults for […]

$$$ Is price your concern?

June 24th, 2020 (No Comments)

$$$ Is price your concern? We are flexible. Taylor explains our pricing plans and the cool 😎 services our clients enjoy for FREE. Speaking of FREE. Schedule your FREE consult today: mcelderlaw.com/freeconsult. Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as […]

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning

June 17th, 2020 (No Comments)

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning: Greg & Colleen chat about the importance of planning for special needs family members. Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as our civic duty we are offering complementary consults for Estate […]

The Most Important Asset Protection Tools

June 11th, 2020 (No Comments)

                 The root of the word “protection” comes from the Latin “protectus”, which meant to “cover” or be “in front of”, implying that the protector is in front of the danger before the danger happens. Thus, protection is all about planning ahead to anticipate possible risks before they […]

Time Flies When You’re Having Fun!

June 11th, 2020 (No Comments)

Happy Anniversary to my wife of 21 years, Stefanie! I love this evening. Perfect! Good weather, good food and great company. Our lives have changed over the years. Yours will too. Let us know if we can help you and your family. Schedule your FREE CONSULT today. mcelderlaw.com/freeconsult.

Special Needs Trusts and Estate Planning

June 4th, 2020 (No Comments)

We routinely assist families with relatives who may have a disability or special need to deal with passing money and property and caring for that loved one. That is only one aspect of special needs planning. Another aspect comes into play regularly when a disabled person receives a backpay of social security benefits which can […]

WordPress Image Lightbox