Southpoint Estate Planning

09/14/2025

Big shoutout to Olivia for raising a sweet $384 for the North Carolina Down Syndrome Alliance through her lemonade stand and bake sale! 🍪💰

Her entrepreneurial skills are ON POINT, and the best part? If we hit our goal, Olivia, Max, and Clara get to throw pie in their MOM’S FACE! 🤣👩‍🍳

So, if you want to see some messy fun for a good cause, don’t forget to donate! The more we raise, the more pie (and laughs) we’ll get! 🍋💥

09/12/2025

YEP! If we hit our fundraising goal of $2,500, Max, Olivia, Grey, and Clara will be throwing pie in our faces!

We’re already halfway there! Use the link below or scan the QR code to donate to Team Southpoint Estate Planning and the North Carolina Down Syndrome Alliance Buddy Walk!

https://charity.pledgeit.org/NCDSABuddyWalk/teams/

Thank you for your support!

09/09/2025

✨FUNDRAISER ALERT✨

If you haven’t been to , you’re doing it wrong. If you have, well, you know what we’re talking about!

Here’s your chance to win a $50 gift card and help us raise some money for the North Carolina Down Syndrome Alliance Buddy Walk!

Tickets are $2 each and you can enter as many times as you want!

✨HOW TO ENTER✨

1. Use the link below or scan the QR code to visit the Southpoint Estate Planning Team page.

https://charity.pledgeit.org/NCDSABuddyWalk/teams/

2. Submit your donation amount to correspond with the number of tickets you would like (for example, 3 tickets would be $6).

3. Make sure you leave a memo with your email address so we can enter you!

09/08/2025

We’re so excited to share that we’re sponsoring and participating in the North Carolina Down Syndrome Alliance Buddy Walk on October 19th!

The Southpoint Estate Planning team will be hard at work raising money for this amazing organization over the next few weeks. Here are some ways you can participate!

✨ Join the team! We would love to have you walk with us! Use the link below to register!

https://charity.pledgeit.org/NCDSABuddyWalk/teams/

✨Donate online! You can use the link in our bio to make a donation. Use the link below to donate!

https://charity.pledgeit.org/NCDSABuddyWalk/teams/

✨ Make a contribution towards our fundraising goal. If we meet our goal of $2,500 our kids get to throw a pie in our face 😳

✨Purchase raffle tickets to win a $50 gift card! Tickets are $2 each and you can enter as many times as you’d like. If you donate online, just include a memo with your name and email address.

We appreciate the ongoing support from our community so much! Now, let’s raise some money y’all!

08/17/2025

Today we celebrate the one and only Head of Puplick Relations at our firm — the best greeter, morale booster, and treat enthusiast we could ever ask for.

Dottie, your tail wags brighten the office and your pawsitively professional presence keeps us all smiling.

Here’s to another year of belly rubs, biscuits, and keeping the whole team in line. 🐶💼❤️

Happy Birthday, Dottie! 🎂

08/01/2025

📘 Free Resource for Trustees of Special Needs Trusts

Serving as a trustee for a loved one with special needs is an important responsibility — and it can also feel overwhelming. That’s why the Special Needs Alliance created the Trustee Handbook, a comprehensive and accessible guide designed to support both professional and family trustees.

This free resource walks you through key responsibilities, legal considerations, and best practices to help ensure your loved one’s needs are met while protecting their benefits.

📥 Download your free copy today — link in the comments!

07/24/2025

New Issue of The Voice® – The Importance of Life Care Plans

A Life Care Plan is more than a document—it’s a roadmap for meeting the long-term medical, therapeutic, and support needs of individuals with disabilities.

Our latest issue of The Voice® explores why Life Care Plans are vital, how they are created, and the role they play in ensuring quality of life and financial stability.

👇 Link to the full article is in the comments below!

07/24/2025

A Powerful New PBS Documentary – The Ride Ahead from father-son co-directors Samuel Habib & Dan Habib

What does adulthood look like when you’re navigating life with a disability? For 21-year-old Samuel Habib, that means tackling everyday goals—moving out, college, career, relationships—all while facing the unique challenges of a rare genetic disorder, accessibility barriers, and the need for greater independence.

In The Ride Ahead, Samuel connects with disabled adults who have forged their own paths, uncovering invaluable insights and a roadmap for a future filled with possibility.

📅 Premiered July 21, 2025, on PBS
🎥 Learn more & Watch the trailer: https://www.rideaheadfilm.com/

07/16/2025

Firings at the DOJ have ensnared a prosecutor who is pursuing a Florida man accused of treating a more than $100 million fund intended for children with special needs as a "personal piggy bank."

07/04/2025

07/01/2025

📋 Applying for disability benefits can feel overwhelming—but it doesn’t have to be. The Social Security Administration outlines 5 simple steps to help you get started with confidence.

Whether you're supporting a loved one or navigating the process yourself, this is a valuable resource worth bookmarking.

🔽 Link to the full article in the comments.

06/23/2025

SNA member Dori J. Dixon, Esq., of Southpoint Estate Planning will be presenting at the Memory Makers: All Seasons event on June 26, 2025, hosted by the Duke Dementia Family Support Program.

Her session, "Legal Tools for the Family Caregiver," will explore the essential legal documents and planning tools every caregiver should have in place when supporting a loved one with diminished capacity. This presentation is designed to empower family caregivers with knowledge and strategies to protect their loved ones and navigate care with confidence.

🧠 This is a must-attend for anyone caring for someone facing memory challenges.

📅 View the full event flyer here:
https://lnkd.in/gzP9Bxk3