Southpoint Estate Planning

12/25/2025

🎄🐾 “Woof woof! Merry Christmas, fur-iends! 🐶❤️ I’ve been super good this year (promise!) and I’m paws-itively ready for all the belly rubs, treats, and snuggles under the tree! 🎁🎅 Wishing you all tail-wagging joy, belly laughs, and endless treats this holiday season! 🎉
HolidayJoy PawsAndRelax DogsOfInstagram”

12/23/2025

Thank you Southpoint Estate Planning for celebrating inclusion as a 2026 NCDSA Annual Gala Change Champion sponsor! We appreciate your generous support and look forward to celebrating our community with you on February 28th!

Learn more about how you can support the Annual Gala, visit: https://e.givesmart.com/events/Md9/

12/20/2025

📰 New Issue of The Voice®: Gift-Giving for Loved Ones with Disabilities: A Guide for Families

Choosing the perfect gift should be joyful — not stressful. But when your loved one receives needs-based benefits like SSI or Medicaid, even well-intentioned gifts (especially cash) can unintentionally affect their eligibility. Thankfully, a little planning goes a long way! 💡

In this helpful guide, SNA member Emily Taylor of Emily Taylor Law (Phoenix, AZ) shares practical insights on:

✔️ Why certain gifts may impact benefits
✔️ Smart, benefit-friendly ways to give financial support
✔️ Thoughtful gift ideas that prioritize joy and long-term security
✔️ How families can coordinate giving with caregivers and trustees

Read the full guide by following the link https://www.specialneedsalliance.org/the-voice/gift-giving-for-loved-ones-with-disabilities-a-guide-for-families/

12/20/2025

Customize online cards, invitations, and flyers that reflect your personal style -- for weddings, holidays, birthdays, and other meaningful events.

12/07/2025

Uh-oh...Your Child Just Received a Letter Stating He or She No Longer Qualifies for Medicaid...Now What?

You’re feeling good. You just retired and collected your first Social Security Check, and your child is now receiving a portion of your Social Security benefit, which is more than he or she was previously receiving from SSI. But suddenly, your child gets a letter stating that due to the increased income, his Medicaid benefits are being terminated. What do you do?

We've created a handout to address this exact question. Click the link below to learn more about the Childhood Disability Benefit and what you can do if you find yourself in this situation.

https://static1.squarespace.com/static/622b3ef931dd6c770ad0beab/t/6934e56dc538dd6a41ab5a57/1765074285297/Disabled+Adult+Child+Benefit+handout.pdf

12/01/2025

11/18/2025

Triangle grocery stores offering free delivery to protect immigrant communities

11/17/2025

🌟 We’re proud to sponsor the Hope NC Annual Inclusive Housing Summit! 🏡✨

At Southpoint Estate Planning, we believe that accessible, inclusive housing isn’t just a goal—it’s a necessity for building stronger, more equitable communities. This summit brings together advocates, innovators, and leaders who are shaping a future where everyone has a place to call home.
We’re honored to support Hope NC’s mission and be part of this important conversation. 💙
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10/28/2025

A revocable living trust is a valuable estate planning tool. It not only allows you to remain in control of your finances remain while you are alive and ensures they remain well managed if you become unable to manage them yourself (known as becoming incapacitated), but also can provide lasting finan

10/27/2025

Did you know that October is Special Needs Law Month? In honor of the occasion, we're sharing this helpful information from the National Academy of Elder Law Attorneys (NAELA) and the Special Needs Alliance (SNA).

10/25/2025

📰 New Issue of The Voice®

We’re excited to share the latest edition, written by SNA member Michelle M. Mulvena of Mulvena Winston in Stoneham, Massachusetts. This issue explores how a thoughtfully crafted power of attorney can be a powerful tool for adult children with disabilities—helping protect their well-being while supporting their independence.

Read the full article by following the link in the comments below, and don’t forget to subscribe to receive these valuable resources in your inbox every month!

10/25/2025

The Trump administration has proposed rescinding a Biden-era rule that expanded eligibility for Supplemental Security Income (SSI). Under the proposed rule, hundreds of thousands of SSI recipients, including many disabled adults and children, would have th eir benefits cut or lose eli gibilit