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Posts by Paul Yokabitus

Special Needs Trusts: Distribution and Income Rules

Special Needs Trusts: Distribution and Income Rules

The income and asset rules for special needs trusts can be tricky. Here is an overview of the types and treatments of distributions. 

Even With an Estate Tax Repeal, Planning May Not Change

Even With an Estate Tax Repeal, Planning May Not Change

Even with a change in the estate tax, the uncertainty that will follow may leave planning unchanged. 

No-Contest Provisions in Wills and Trusts

No-Contest Provisions in Wills and Trusts

No-contest provisions in a will or trust can be helpful to make sure your wishes are followed and not challenged by a jaded beneficiary. 

Jose Fernandez and the Unexpected Creditor Claims

Jose Fernandez and the Unexpected Creditor Claims

You never know where a creditor claim may come from. 

The Importance of a Living Will (Advanced Directive)

The Importance of a Living Will (Advanced Directive)

Utilizing a living will (advanced directive) can make sure your wishes are followed and take a very difficult decision out of the hands of your family. 

Buying a Business: Why Asset Purchases Are the Key to Success

Buying a Business: Why Asset Purchases Are the Key to Success

Buying a business should be an exciting time. Make sure you do it right to set yourself up for future success. 

What Happens to My Kids if Something Happens to Me?

What Happens to My Kids if Something Happens to Me?

What will happen to your kids if something happens to you? It depends. 

The Slayer Statute: Making Sure Killers Don’t Profit

The Slayer Statute: Making Sure Killers Don’t Profit

North Carolina doesn't allow killers to benefit from their bad deeds. 

Capital Gains Tax Planning: Gift versus Inheritance

Capital Gains Tax Planning: Gift versus Inheritance

Capital gains tax is the new tax planning concern in estate planning. Learn the difference between a gift and inheritance for the purposes of capital gains tax liability. 

Why People Procrastinate Making Wills

Why People Procrastinate Making Wills

64% of Americans don't have a will - here's why they procrastinate planning. 

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