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Posts by category
- Category: Estate Planning
- What Is a Caveat in North Carolina Probate?
- Can You Stop Probate Once It Has Started in North Carolina?
- What Happens to Frequent Flyer Miles After Death?
- What Is a Pretermitted Spouse in North Carolina?
- Can an Estate Recover for Wrongful Death in North Carolina?
- What Happens to an Email Account When Someone Dies?
- How Do You Collect Life Insurance Without a Death Certificate?
- Can You Access a Safe Deposit Box Before Probate in North Carolina?
- ABLE Accounts vs. Special Needs Trusts in North Carolina: The Real Decision
- Do You Have to Pay a Probate Lawyer Upfront in North Carolina?
- The 4 Biggest Mistakes North Carolina Executors Make (And How to Avoid Personal Liability)
- What to Do Your First Week as an Executor of a North Carolina Estate
- How North Carolina Families Can Eliminate Capital Gains Tax with a Charitable Remainder Trust (CRT)
- What Happens If an Executor Moves Out of State in North Carolina?
- Donor-Advised Funds vs. Private Foundations: Strategic Charitable Giving in North Carolina
- What Is a Statement of Identity of Heirs in North Carolina?
- Can Probate Be Avoided With a Transfer on Death Deed in North Carolina?
- What Happens to a Lease Agreement When a Tenant Dies in North Carolina?
- How Do You Cancel a Deceased Person’s Credit Cards in North Carolina?
- What Is the Homestead Allowance in North Carolina?
- Can You Be Forced to Be an Executor in North Carolina?
- What Happens to Mail Addressed to a Deceased Person?
- NC Business Succession Planning: How to Align Your LLC Operating Agreement & Estate Plan
- What Is the Surviving Spouse’s Year’s Allowance in North Carolina?
- POD vs. TOD vs. Beneficiary Designations: How to Avoid Probate in North Carolina
- The Unexpected Form That Overrides Your Will: Beneficiary Designation Mistakes in NC
- Beyond the Will: 4 Critical Essential Estate Planning Documents Every NC Family Needs
- What to Do When an Aging Parent Shows Signs of Memory Loss
- Can a Creditor Force the Sale of an Inherited House?
- How Do You Transfer a Timeshare After the Owner Dies?
- What Is Advancement?
- Can an Executor Waive Accounting to Beneficiaries in North Carolina?
- What Happens If No One Claims an Estate in North Carolina?
- Do You Have to Return Social Security Money After Death?
- The “Three-Advisor Gap”: Why Uncoordinated Financial, Tax, and Legal Advice Costs Families Thousands
- The $50,000 Property Mistake: Why Adding Your Child to Your Deed Can Cost You Big
- Why an Unfunded Trust Is an Expensive Piece of Paper (and How to Fix It)
- What Happens to Season Tickets When the Owner Dies in North Carolina?
- How Do You Handle a Tenant in a Deceased’s Rental Property in North Carolina?
- What Is the Waiting Period Before Distributing an Estate in North Carolina?
- Can a Funeral Home File a Claim Against an Estate in North Carolina?
- Why a Simple Will Isn’t Enough for Grandparents Raising Grandchildren in North Carolina
- Balancing Act: How to Protect Your Children and a New Spouse in Your Estate Plan
- The Real Secret to Estate Planning: Why It’s Not About the Documents
- Why Your Estate Plan Might Fail: The Ultimate Guide to Funding a Trust
- How to Protect Your Life Savings from Devastating Long-Term Care Costs
- Think Your Will Avoids Probate? Why Your Estate Plan Might Be at Risk
- Who Will Manage Your Legacy? How to Choose the Right Trustee
- Is Your Family Inheriting a Massive Fortune—or a Huge Tax Bill?
- The Hidden Tax Trap: Why Your Kids Won’t Inherit 100% of Your IRA
- The One Question Multi-Property Owners Can’t Answer: Is Your Legacy Safe?
- The Inheritance Trap: Why Leaving Real Estate to Multiple Children Needs a Plan
- How Do You Prove Someone Was of Sound Mind When Making a Will?
- SSDI and SSI Rules Explained: Will an Inheritance Disqualify Your Loved One?
- Estate Planning for Real Estate: Managing Multiple Heirs and Avoiding Sibling Conflict
- Estate Planning for LGBTQ+ Couples: Why You Need More Than a Will
- How to Protect an Inheritance from an Irresponsible Heir: The Power of a Spendthrift Clause
- Estate Planning for Business Owners: Essential Tips to Protect Your Legacy and Avoid Probate
- How to Leave Your Estate to Charity: Community-Focused Legacy Planning
- How to Handle Estate Planning for Estranged Children: A Guide to Your Options
- How to Protect a Child with Addiction in Your Estate Plan: A Guide for Parents
- How to Use Roth Conversions to Protect Your Heirs from the 10-Year Tax Rule
- Privacy is Power: How to Shield Your Legacy and Keep Outsiders Out of Your Estate
- Do You Need a Lawyer for Probate in North Carolina?
- What Is the Difference Between Administrator and Executor in NC?
- What Documents Does an Executor Need in North Carolina?
- Do Debts Disappear When Someone Dies? Understanding North Carolina’s Notice to Creditors Process
- How to Ensure Your Child’s Inheritance Stays in the Family—Not Their Spouse’s
- Use a Trust or a Gift? One Could Save Your Family Thousands
- Should Married Couples Do Their Estate Planning Together or Separately?
- How to Spot Red Flags When Choosing an Estate Planning Lawyer
- What Most People Get Wrong About North Carolina Estate Laws
- The 3 Overlooked Documents That Can Cause Big Problems in Your Estate Plan
- Should You Name Your Trust or Your Beneficiaries on Your IRA? A Guide to Choosing the Right Beneficiary Strategy
- Why Simple Estate Planning Works Best for Most Families
- Estate Planning for Single Parents and Protecting Your Child’s Future
- Essential Estate Planning Documents Every Young Family Should Have
- You’ve Been Named Executor—Now What? 4 Essential Steps to Take Next
- Estate Planning Made Simple: 3 Insider Tips to Make It Easier
- Year-End Estate Planning Checklist: 4 Essential Tasks to Secure Your Legacy
- Navigating the Challenges of the Sandwich Generation with Smart Estate Planning
- Creating Your Last Will and Testament: Essential Estate Planning Tips from an Estate Planning Attorney
- Estate Planning with No Heirs- You Still Have Options!
- How to Plan for Second Marriages in Estate Planning
- The Surprising Estate Planning Power of Life Insurance: Tax-Free Wealth, Fast Payouts, and Creditor Protection
- How to Navigate Farm Inheritance: Estate Planning Strategies for North Carolina Families
- Living Will vs. Last Will and Testament: What’s the Real Difference in Estate Planning?
- 3 Essential Estate Planning Strategies to Prevent Family Property Disputes
- 4 Essential Steps to Take Before You Inherit Wealth: A Practical Guide to Preparing for Your Inheritance
- How Can I Remove an Unfit Guardian from Managing My Child’s Affairs?
- Leave Your Home to Loved Ones Without Taxes: What Every North Carolina Homeowner Should Know
- Why Leaving Cash in Your Will Might Backfire (and What to Do Instead)
- What Happens to a Trust If the Trustee Becomes Incapacitated?
- Can My Spouse’s Creditors Come After My Inheritance?
- What Happens to My Estate Plan If I Move to Another State?
- Want to Leave Property to Multiple Heirs in NC? Here’s the Smart Way to Do It
- How Can I Protect My Inheritance from My Ex-Spouse During Divorce?
- How Can I Protect My Assets from a Medicaid Spend-down?
- Three Estate Planning Mistakes Parents Can’t Afford to Make
- How Estate Planning Can Preserve Your Values and Life Lessons
- How Do I Transfer My Deceased Spouse’s Assets Using North Carolina’s Small Estate Process?
- Should I Add My Child to the Deed of My Home to Avoid Probate?
- How to Write a Will When You Have Stepchildren
- How Much Does it Cost to Make an Estate Plan in North Carolina? [2025 Guide]
- How Do I Find Out What Was Left to Me in a Trust?
- How to Prevent Family Feuds Over Your Estate
- How Can I Protect My Assets from Creditors or Lawsuits?
- Can I Disinherit a Family Member? Understanding Your Options and Implications
- What Is a Letter of Instruction and Why Might I Want One? | A Personal Touch to Your Estate Plan
- How Much Money Can You Inherit Without Paying Taxes in North Carolina?
- How Often Should I Update My Estate Plan? Keeping Your Legacy Current
- How to Leave a Legacy for Future Generations: A Guide to Meaningful Estate Planning
- Is a Special Needs Trust Right for Your Loved One?
- How to Get Guardianship of an Adult With Disabilities in North Carolina
- How to Settle an Estate Without a Will in North Carolina
- The Right Way to Set Up a Trust in North Carolina
- Temporary Guardianship: When and Why It Makes Sense
- What Nobody Tells You About Transfer on Death Deeds | 4 Common Problems
- The Ultimate Estate Planning Checklist for Every Age and Stage of Life
- What Are the Spending Rules for Special Needs Trusts?
- What Are the Different Types of Power of Attorney?
- Revocable vs Irrevocable Trust: Which Do I Need in My Estate Plan?
- 9 Signs That It’s Time to Hire an Elder Law Attorney
- How Do Special Needs Trusts Work: A Comprehensive Guide
- Estate Planning for Blended Families: What You Should Know
- What is a Living Trust and How Does it Work?
- How Long Does Probate Take in North Carolina?
- Top 6 Benefits of Using a Trust in 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
- 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
- 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
- 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?
- The “90-Day Inventory”: Inventory For Decedent’s Estate (AOC-E-505)
- 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
- Two Lessons Learned from David Bowie’s Estate Plan
- Why You Need an “Income Book” and 5 Things to Include in it
- Lamar Odom and Estate Planning During Divorce
- 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: Guardianship
- Category: Medicaid Planning
- What Is a Qualified Income Trust for Medicaid in North Carolina?
- Protecting Your Assets From Medicaid: Top Strategies for North Carolina Estate Planning
- Proactive Medicaid Planning in 2025: What North Carolina Residents Need to Know
- 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: Probate
- What Happens to Pets in Probate in North Carolina?
- How Do You Value Estate Assets for Probate in North Carolina?
- Can Probate Be Reopened After It Is Closed in North Carolina?
- Can an Executor Close an Estate Before All Assets Are Distributed?
- Do You Actually Need to Avoid Probate in North Carolina?
- What Is Exoneration of Debts in North Carolina?
- What Happens to a Business Owned by a Deceased Person in North Carolina?
- Can a Bank Refuse to Honor a Power of Attorney After Death?
- The Hidden Costs of North Carolina Probate: What Your Family Needs to Know
- Do You Have to Probate If Everything Is in Trust in North Carolina?
- What Happens to a Tax Refund After Someone Dies in North Carolina?
- The Real Timeline: How Long Does Probate Actually Take in North Carolina?
- How Long Does It Take to Get Inheritance Money in North Carolina?
- What Is an Administrator CTA?
- Can Medical Bills Be Negotiated After Death in North Carolina?
- What Happens If You Never Probate a Will?
- How Do You Transfer Real Estate Out of a Deceased Person’s Name?
- What Is Ademption by Satisfaction in North Carolina?
- What Is Summary Administration of Small Estates in North Carolina?
- How Do You File a Final Tax Return for a Deceased Person?
- What Happens to Unpaid Bills After Someone Dies?
- Can You Disclaim an Inheritance in North Carolina?
- What Is the Statute of Limitations on Estate Claims in North Carolina?
- How Do You Transfer a Brokerage Account After Death?
- What Happens If a Will Is Invalid in North Carolina?
- Can the Estate Pay for a Funeral Before Probate?
- What is Partial Intestacy in North Carolina?
- Do You Have to Notify the IRS of a Death?
- What Happens to a Mortgage When the Homeowner Dies?
- Can an Executor Borrow Money from the Estate?
- What Is the Affidavit of Service in Probate?
- How to Keep Your Retirement Accounts Out of Probate: A Guide to Probate-Proof Beneficiary Designations
- Inherited a House With a Mortgage? Your Rights Under the Garn-St. Germain Act
- Don’t List Mom and Dad’s House Yet: A Guide to Selling Inherited Property in North Carolina
- What Is Ancillary Probate and When Is It Needed in NC?
- Can You Empty a House Before Probate in North Carolina?
- What Happens to Utility Bills and Recurring Expenses During Probate?
- Executor Alert: 3 Costly Mistakes When Paying Estate Bills in North Carolina
- Do You Have to Probate a Will If There Is No Property?
- What Happens If Heirs Cannot Be Located During Probate?
- When Creditors Come Knocking: How Executors Can Push Back
- How Smart Executors Close Probate Faster Than Everyone Else
- How Estate Assets Are Distributed to Beneficiaries After Death
- The Hidden Rule That Surprises Most North Carolina Families During Probate
- What Happens to Firearms in Probate?
- Can a Will Override a Beneficiary Designation?
- What Assets Are Exempt from Probate in North Carolina?
- Can an Executor Sell Property Without Beneficiary Approval in NC?
- What is the Deadline to File Probate After Death in NC?
- How Do You Probate a Will When the Original Is Lost in NC?
- Do Joint Bank Accounts Have to Go Through Probate in North Carolina?
- What Happens If You Die Without a Will and Have No Family in NC?
- How Much Does an Estate Have to Be Worth to Go to Probate in NC?
- Can You Write a Will That Can Never Be Contested?
- What Documents Do You Need to File for Probate in North Carolina?
- Do All Estates Have to Go Through Probate in North Carolina?
- How Do You Change Executors During Probate?
- What Happens When a Beneficiary is a Minor in North Carolina?
- Top 4 Mistakes Executors Make When Administering an Estate (and How to Avoid Them)
- How to Get Letters Testamentary in Wake County Probate Court
- Can a Beneficiary Be Removed From a Will?
- North Carolina Probate 101: How Executors and Administrators Open an Estate
- What Happens if My Parent Dies and the Car Is in Their Name?
- Can You Sell a Deceased Person’s Car Without Probate in North Carolina? | Guide from Cary Estate Planning
- What Should I Do If I Receive a Check Made Out to the Deceased?
- What Happens if an Executor Cannot Serve in the Middle of Probate?
- How to Execute a Will After Death in North Carolina
- What to Do When Someone Dies and Leaves a Will in North Carolina
- What Happens in Probate Court: A Guide to the Probate Process
- 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?
- How Much Does an Estate Have to Be Worth to Go to Probate?
- Can An Executor Pay Bills Before Probate In North Carolina?
- Does A Trust Avoid Probate In North Carolina?
- What is Probate? 5 Things You Need to Know in Order to Be Prepared
- How Can I Avoid Probate?
- North Carolina Small Estates: Not Every Estate Has to be Probated
- Does My Will Avoid Probate?
- Avoiding Probate in North Carolina
- Prince and the Publicity of Probate
- Broken Heart Deaths and the Probate Nightmare
- I Made a Living Trust: Now What? A Primer on Re-Titling Assets for Probate Avoidance
- Can I Avoid Probate with Joint Ownership?
- Category: Special Needs Planning
- Is Your Operating Agreement Ruining Your Special Needs Estate Plan?
- How to Plan an Estate for an Adult Child with a Disability in North Carolina
- Special Needs Planning without Special Needs Trusts
- Eliminating the Biggest Downside of Special Needs Trusts: Income Tax
- NC Special Needs Trust Distributions: In-Kind Support and Maintenance
- Special Needs Trusts: Distribution and Income Rules
- Special Needs Planning: ABLE Accounts vs. Special Needs Trusts
- Special Needs Trust: Planning for the Support of a Child with Disabilities
- Category: Trusts
- Choosing a Trustee: Why Competency Matters More Than Family Ties
- Beyond the Trust: Why Your Trustee Needs Clear Written Instructions
- What Trustees Need to Know About Getting Paid in North Carolina
- How Can I Use a Dynasty Trust to Pass Wealth to Future Generations?
- Should You Open a Separate Bank Account for Your Trust?
- The Biggest Mistake Parents Make When Setting Up a Trust Fund
- How to Set Up a Trust Fund for a Child
- 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
- Safety First: The Importance and Utility of Gun Trusts
- Do I Need an Estate Planning Attorney?
- Is it Time to Stop Splitting Trusts?
- 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
- Incentive Trusts: Rewarding Good Behavior
- Estate Planning Basics, Part 6: Irrevocable Trusts
- Category: Wills
- What Is Pour-Over Will?
- How Long After Death Can You File a Will in North Carolina?
- How to Tell If a Will Has Been Forged
- How to Get a Copy of a Will in Wake County Probate Court
- Can You Add Conditions to a Will?
- When a Parent Dies, Who Gets the House in North Carolina?
- 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?
- Why Do I Need a North Carolina Will?
- What’s the Difference between a Will and a Living Will?
- What Happens if a Spouse Dies Without a Will in NC?
- Family Fighting: Will Caveats and How to Avoid Them
- Planning Around Divorce and Remarriage: 3 Steps You Need to Take
- Once Again: Celebrity Dies Without a Will
- 4 Lessons Learned from Prince’s Death
- Lagging Behind: 72% of Americans Do Not Have an Up-to-Date Will
- Be Honest. You Just Don’t Care.
- Prince’s Death Causes Surge in DIY Wills
- Not Just Prince: 10 Other Celebrities Who Died Without a Will
- Majority of Americans STILL Don’t Have a Will
- Why the Government Will Get Over Half of Prince’s Estate
- What to Do if You Can’t Find a Lost Will
- Respecting Your Wishes: 4 Ways to Make Sure Your Funeral or Cremation Plans Are Followed
- How Much Do I Need to Make Before I Need a Will?
- Can I Amend My Own Will?
- Estate Planning Basics, Part 1: Dying Without a Will
- Estate Planning Basics, Part 2: Wills
