by Mike Wells | Feb 9, 2024 | WS Journal Articles
A little-known fact is that more than half of adults in America do not have estate planning documents in place. Another little-known fact is that Americans spend more money on attorneys to find their way out of the challenges this creates than anyone can imagine....
by Mike Wells | Jan 8, 2024 | WS Journal Articles
One of the challenges some working families face is what to do with their growing pile of bills. And how to change their family’s habits to avoid their financial challenges getting worse. Studies show that over 60% of our families lack enough savings to cover a...
by Mike Wells | Oct 20, 2023 | Ask Sam
Question: I have a friend that was told, more than about 18 months ago, by a lawyer in Yadkin County that they were to inherit money from a relative. This has been way too long and they have still not heard when the money will be disbursed. The deceased owned a home,...
by Mike Wells | Oct 20, 2023 | Ask Sam
Question: My sister and I are co-executors for our mother’s estate. We are ready to close and have written checks to each heir, with a form from the clerk’s office to be signed stating that the check has been received. All have accepted, except one brother. He refused...
by Mike Wells | Jul 26, 2023 | Ask Sam
Question: Our church building is being sold and since we are a non-profit organization can we give the money from the sale of the building to our pastor as a retirement gift? — D.M. Answer: You can certainly give the pastor the proceeds of the sale, but there are a...