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Posts by Paul Yokabitus

Estate Planning for your High School Graduate

Estate Planning for your High School Graduate

Estate planning is not just for the affluent and aged - your newly 18-year-old high school grad may need some planning as well. 

NC Business Purchase Due Diligence: What Are You Really Buying?

NC Business Purchase Due Diligence: What Are You Really Buying?

NC Business Purchase Due Diligence is an incredibly important part of the acquisition process, and can protect the buyer from acquiring a "lemon". 

Married without Kids? You Still Need to Plan

Married without Kids? You Still Need to Plan

Married without kids? You still need a plan in place. 

Trusts for Asset Protection, Not Just Probate Avoidance

Trusts for Asset Protection, Not Just Probate Avoidance

Structure your estate plan to protect your assets for your kids long-term.

Equal is Not Always Fair

Equal is Not Always Fair

Dividing your estate equally is not always equitable. 

Eliminating the Biggest Downside of Special Needs Trusts: Income Tax

Eliminating the Biggest Downside of Special Needs Trusts: Income Tax

Income tax on irrevocable trusts can be devastating. Let's talk about ways to reduce or eliminate that burden. 

Avoiding Probate in North Carolina

Avoiding Probate in North Carolina

While probate in North Carolina is not as difficult as it is in several other states, probate is still worth avoiding for several reasons. 

NC Special Needs Trust Distributions: In-Kind Support and Maintenance

NC Special Needs Trust Distributions: In-Kind Support and Maintenance

Special Needs Trusts are a great tool for maintaining government means-tested benefits. The In-Kind Support and Maintenance (ISM) rules can be very beneficial, but must be navigated carefully. Here's what you need to know. 

Divorce and Life Insurance

Divorce and Life Insurance

Divorce can result in many different things: hard feelings, divided assets, kids splitting time between two houses, and lots of...

Family Fighting: Will Caveats and How to Avoid Them

Family Fighting: Will Caveats and How to Avoid Them

Sometimes the wishes of the decedent are not always respected. Here's how to avoid that from happening. 

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