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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
- 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
- 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
- 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
- Should I Establish a Power of Attorney in Case I Get COVID?
Category: Probate
- 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
- 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
- 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?