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Posts by category
Category:
Asset Protection Planning
What to Know When “Gifting” the House
Planning Gone Wrong: Adding Children to Your Assets
Protecting Assets for your Kids after Divorce
Medicaid Asset Protection Trusts in North Carolina
Trusts for Asset Protection, Not Just Probate Avoidance
The Slayer Statute: Making Sure Killers Don’t Profit
Americans Unprepared for Largest Wealth Transfer in History
Family LLCs for Estate and Asset Protection Planning
Leave the House to your Executor
You Get Nothing! Two Ways to Disinherit a Family Member
What Happens to my Debts When I Die, Part 2: Joint Debts
What Happens to my Debts When I Die, Part 1: Individual Debts
Estate Planning Basics, Part 3: Probate and Non-Probate Assets
What Happens to my Debts When I Die, Part 3: Asset Protection
Category:
Business Law
North Carolina Personal Representatives
Five Legal Hurdles North Carolina Small Business Owners Will Face and How to Handle Them
NC Business Purchase Due Diligence: What Are You Really Buying?
Buying a Business: Why Asset Purchases Are the Key to Success
Category:
Business Succession Planning
Solopreneurs: Your Business will Die With You
Taming the B.E.A.S.T.
Business Owners, Listen Up: 4 Business Succession Tips
Drama-Free Business Succession Planning
Intellectual Property in Estate Planning
Category:
Celebrity Estates
Prince and the Publicity of Probate
George Michael and the Perils of Not Planning
Anderson Cooper and the Reality of Disinheriting Family Members
Once Again: Celebrity Dies Without a Will
4 Lessons Learned from Prince’s Death
Prince’s Death Causes Surge in DIY Wills
Not Just Prince: 10 Other Celebrities Who Died Without a Will
Why the Government Will Get Over Half of Prince’s Estate
A ‘Love Child’ Could Shake Up Prince’s Estate
Two Lessons Learned from David Bowie’s Estate Plan
Lamar Odom and Estate Planning During Divorce
Category:
Changes in the Law
Federal Estate Tax Exemption for 2018
Tax Reform 2017: What Can We Expect?
Estate Tax Exemption for Estates in North Carolina – 2018 Update
Trump Rolls Back Fiduciary Rule
Proposed Medicaid Changes Could Have Significant Impact
New Tax Proposal May Change Charitable Contributions to Colleges
Special Needs Trust Fairness Act is Now Law
Will We Say “So Long” to Stretch IRA’s?
LLC’s For Everyone: Trump’s Plan for Flow-Through Taxation
An Uncertain Future: Trump’s Plan for Estate and Gift Taxes
2016 Estate and Gift Tax Exclusion Amount is Set
Category:
Debts
What Happens when You Die with a Mortgage?
Category:
Digital Estate Planning
Electronic Wills May Be Coming Soon
What Happens to My Facebook Account When I Die?
Apple iCloud Battle Shows Importance of a Digital Legacy Plan
Planning your Digital Legacy
Why not use LegalZoom? Here’s why not
Category:
Estate Administration
Inventory of a Decedent’s Estate: What Do We Need?
What Does an Executor Do?
What If Something Happens to My Executor?
What Happens if My Executor Dies Before I Do?
Probate in NC: Qualifying as Executor of the Estate
Notice to File: What it is and What to do from here
Can I Appoint an Out-of-State Executor in North Carolina?
What’s the Difference between an Executor and a Trustee?
Jose Fernandez and the Unexpected Creditor Claims
Executor’s Toolbox: Life Insurance Locator Services
Executor Series, Part 2: What to File and Where to File It
Executor Series, Part 1: “What the Heck Do I Do Now?”
Be Honest. You Just Don’t Care.
Heads Up, Executors: 3 Tips to Help Begin Your New Role
What to Do if You Can’t Find a Lost Will
Who Should be My Executor?
Category:
Estate Planning
Who Owns the Property in a Revocable Trust?
Understanding Siblings’ Rights After the Death of Parents
Estate Administration: Paying Real Estate Expenses After Death
Inventory of a Decedent’s Estate: What Happens After It’s Filed?
Can You Decline an Inheritance?
Estate Administration: How Executors & Personal Representatives Get Paid
How Much Does an Estate Have to Be Worth to Go to Probate?
Do You Need Estate Planning in Your 30s?
Long Term Care Options: Making The Decision That’s Best For You
5 Estate Planning Tips to Make Sure Your Family Is Protected
Does A Trust Avoid Probate In North Carolina?
Cary Estate Planning Lawyer Paul Yokabitus Says an Estate Plan is a Spring Cleaning List Must Have
How the Medicaid Snapshot Date Is Determined in North Carolina
Before You Set Up a Trust in North Carolina, You Need to Know These 3 Critical Things
What Is an Estate Plan? How Does It Protect You in North Carolina?
North Carolina Estate Planning Checklist
The 3 Most Common Types of Trusts: Which Do You Need?
Will vs Trust: What Does Your Estate Plan Need?
When is a Good Time to Start Estate Planning?
Can Children Seek Guardianship Over Their Parents if They are Unable to Take Care of Themselves?
Can A Revocable Trust Be Changed?
What is the Best Way to Ensure My Children Inherit My Home?
How Has COVID-19 Affected the Need for Estate Planning?
Estate Tax Planning for High Net Worth “Limbo” Families
North Carolina Small Estates: Not Every Estate Has to be Probated
The “90-Day Inventory”: Inventory For Decedent’s Estate (AOC-E-505)
Does My Will Control My Retirement Accounts?
Estate Planning: Even the Best Laid Plans Can Fail
The Danger of Dabbling (with Estate Planning)
The 4 D’s of Reviewing Your Estate Plan
Where Should I Keep My Estate Planning Documents?
Estate Planning for Spouses in North Carolina: A Primer
Estate Planning for Addicted Beneficiaries
Estate Planning for the (North Carolina) House
Estate Planning in North Carolina: Do I Need a Will or a Trust?
Estate Planning for your High School Graduate
Married without Kids? You Still Need to Plan
Equal is Not Always Fair
Even With an Estate Tax Repeal, Planning May Not Change
Capital Gains Tax Planning: Gift Versus Inheritance
Why People Procrastinate Making Wills
Sometimes Children Die First
Need a Resolution? How About Creating an Estate Plan?
Without Estate Tax, What’s the Point of Estate Planning?
Late Night Emails to an Estate Planning Attorney
No Escheats, Please: Charitable Giving as a Last Resort
Estate Tax Planning for an Uncertain Future
Why You Need an “Income Book” and 5 Things to Include in it
Adoption and Inheritance Rights
Your Kids Aren’t Protected! Here are 5 Ways to Protect Your Kids, NOW
Avoiding Disputes Among Heirs
Where do I keep my Estate Plan?
Leave a Legacy
Category:
Estate Planning for Millennials
“I’m Young and Just Got Married. What Planning Do I Need?”
Millennial Affairs: 4 Ways to Plan in your 20’s
How Parents Can Help Adult Children: Making Lifetime Gifts
Estate Planning for Millennials
Category:
Estate Tax
Giving Now: A Gift Tax Primer
Category:
Executors
What Happens if my Chosen Executor is Unwilling?
How Many Executors Should I Name?
Category:
Financial
Financial Fiduciaries: What’s the Difference?
Applying for Medicaid Too Late or Too Early
Medicaid Long Term Care: Exempt Transfers
Medicaid Long-Term Care Eligibility and Your Home
Medicaid Spend Down Planning in North Carolina
Category:
Gun Trusts
Safety First: The Importance and Utility of Gun Trusts
Category:
Life Insurance
Does My Will Control My Life Insurance?
Divorce and Life Insurance
3 Ways to Spot a Bad Life Insurance Agent
Life Insurance: How Are the Proceeds Taxed?
Life Insurance Payouts: 3 Things to Know Today
How to Make a Claim for Life Insurance
High Lapse Rate: Watch out for Long-Term Care Insurance
Category:
Medicaid Planning
How to Avoid a Nursing Home Taking Your House
What Is the Medicaid Look-Back Period in North Carolina?
What Does Medicaid Cover? Planning for Future Expenses
How To Qualify For Medicaid: The Requirements You Need To Understand
Category:
NC Estate Planning Basics
Why Do I Need a North Carolina Will?
Avoiding Probate in North Carolina
NC Special Needs Trust Distributions: In-Kind Support and Maintenance
Family Fighting: Will Caveats and How to Avoid Them
Planning Around Divorce and Remarriage: 3 Steps You Need to Take
Broken Heart Deaths and the Probate Nightmare
You Don’t Know What You Don’t Know
Estate Planning: 4 Factors for Deciding Who Should Get What
Do I Need an Estate Planning Attorney?
I Made a Living Trust: Now What? A Primer on Re-Titling Assets for Probate Avoidance
Majority of Americans STILL Don’t Have a Will
Conflicts of Interest in Planning: 4 Ways to Make Sure Your Plan is Best for You, Not Just Your Broker
Respecting Your Wishes: 4 Ways to Make Sure Your Funeral or Cremation Plans Are Followed
Can I Avoid Probate with Joint Ownership?
The Most Common Estate Planning Mistake
Why Use a Trust? Because 1/3 of Beneficiaries Blow Their Inheritance
How to Choose a Trustee
Estate Planning Basics, Part 4: Revocable (Living) Trusts
Estate Planning Basics, Part 5: Durable Powers of Attorney
When Should I Revisit My Estate Plan?
Estate Planning Basics, Part 6: Irrevocable Trusts
Estate Planning Basics, Part 1: Dying Without a Will
Estate Planning Basics, Part 2: Wills
Category:
Power of Attorney
Probate Timeline: How Long Do You Have to File Probate After Death?
Who Can Override a Power of Attorney (POA): Understanding the Key Factors
How to Get Power of Attorney for Someone Who is Incapacitated
Should I Establish a Power of Attorney in Case I Get COVID?
Category:
Probate
How Much Does Probate Cost? A Complete Guide
The Shocking Reality of What Happens to Personal Belongings After Death Without a Will
Do 401Ks and Retirement Accounts Need to Go Through Probate?
Can An Executor Pay Bills Before Probate In North Carolina?
What is Probate? 5 Things You Need to Know in Order to Be Prepared
How Can I Avoid Probate?
Does My Will Avoid Probate?
Category:
Protecting Your Kids
What Happens to My Kids if Something Happens to Me?
Special Needs Planning: ABLE Accounts vs. Special Needs Trusts
Standby Guardian Planning: Protection for your Kids
Category:
Retirement Accounts
Medicare and Nursing Home Care in North Carolina
What is the Difference between Medicaid and Medicare?
Should I Have a Trust as my IRA Beneficiary?
5 Year-End Retirement Planning Tips
Retirement Account Planning: Inherited IRA Mistakes
Category:
Special Needs Planning
Special Needs Planning without Special Needs Trusts
Eliminating the Biggest Downside of Special Needs Trusts: Income Tax
Special Needs Trusts: Distribution and Income Rules
Special Needs Trust: Planning for the Support of a Child with Disabilities
Category:
Standby Guardian Planning
Exploring Different Types of Guardianship for Adults: A Comprehensive Guide
What Happens if a General Guardian Changes Their Mind?
Category:
Trusts
Can A Special Needs Trust Be Revocable?
Can I Amend My Will or Trust in North Carolina?
No-Contest Provisions in Wills and Trusts
Changing an Irrevocable Trust in North Carolina
Is it Time to Stop Splitting Trusts?
Incentive Trusts: Rewarding Good Behavior
Category:
Uncategorized
What Should I Expect When I Hire an Elder Law Attorney?
4 Ways to Make Sure Your Parents Don’t Go Broke in the Nursing Home (and Why It Matters)
How Long is the Process of Writing a Will?
How Difficult is it to Change my Will after it is Finalized?
Can I Put A Car Title In A Revocable Trust?
Does A Married Couple Need Estate Planning?
Category:
Wills
Letters of Testamentary: What Are They and Why Do I Need Them?
5 Reasons Why You Should NEVER Make a Will Without an Attorney
What Is The Difference Between A Will And A Living Will?
Can You Remove Yourself From A Will?
Where Should I Keep my Finalized Will and Who Should Know Where It Is?
The Importance of a Living Will (Advanced Directive)
What Does My Will Control?
When is the Right Time to Get a Will?
Is a Will Valid if it’s Not Witnessed?
Does a Will Have to Be Notarized?
What’s the Difference between a Will and a Living Will?
What Happens if a Spouse Dies Without a Will in NC?
Lagging Behind: 72% of Americans Do Not Have an Up-to-Date Will
How Much Do I Need to Make Before I Need a Will?
Can I Amend My Own Will?