Blog - Page 17 of 49 - Cary Estate Planning

Wills

The Importance of a Living Will (Advanced Directive)

A living will is a staple of a comprehensive estate plan, along with a healthcare power of attorney, durable power of attorney, HIPAA authorization, will, and living trust. In fact,…

Estate Planning | NC Estate Planning Basics | Probate

North Carolina Small Estates: Not Every Estate Has to be Probated

Generally speaking, there are three types of small estates. They’re generally called the “spousal allowance” (formal name – “petition for year’s allowance”), the “collection by affidavit” (formal name – “affidavit…

Business Law

North Carolina Personal Representatives

A Personal Representative is the general term for someone who is in charge of settling an Estate. The Personal Representative can be an Administrator, an Administrator CTA, or it…

Financial

Financial Fiduciaries: What’s the Difference?

A common question that we receive from clients is: “How do the Financial Agent, Executor, and Trustee work together and what does each control?” Each of these roles have very…

Estate Planning

The “90-Day Inventory”: Inventory For Decedent’s Estate (AOC-E-505)

The Inventory for Decedent’s Estate, also known as the “90-Day Inventory,” is a very important filing in the estate administration and probate process. The form for the Inventory can be found through…