Posted on May 9, 2016 by Gregory Herman-Giddens

Remarriages and Inheritances in North Carolina

Individuals in North Carolina who have married more than once might have estate planning issues they are not aware of. Whether one has remarried following a spouse’s death or divorce, one should take time to review existing estate planning documents. […]

Posted on May 7, 2016 by Gregory Herman-Giddens

Dave Ramsey Might be Misinformed About Living Trusts

Financial guru Dave Ramsey shares advice regarding managing debt and finances with millions of people. However, one of his books makes a broad statement about living trusts that is not entirely true. […]

Posted on April 29, 2016 by Gregory Herman-Giddens

Estate Planning for Multiple Homes

Families may consider ownership of multiple properties for different reasons. Some folks prefer to have an extra property closer to family, for professional purposes, for leisure, or as an investment. While owning multiple properties may accomplish one or more of these goals, acquiring additional property can cause liability issues, tax complications, and probate concerns. […]

Posted on April 29, 2016 by Gregory Herman-Giddens

Asset Protection Failures

Accumulating assets takes time and effort; protecting assets properly requires both as well. Here are various factors that could ruin a plan and risk asset loss. […]

Posted on April 28, 2016 by Gregory Herman-Giddens

3 Things Living Trusts Won’t Control

Trusts can help to minimize an estate tax burden and allow the trust grantor to retain control and flexibility. While trusts may serve as a powerful estate planning tool, there are some aspects that a living trust will not control. […]

Posted on April 27, 2016 by Gregory Herman-Giddens

What To Do if You Inherit an Out-of-State Home

If a property owner has not proactively and wisely planned for multiple properties in their estate plan, or if they have no estate plan in place, properties could be at risk of creditor claims, which is one of the many challenges heirs face. […]

Posted on April 25, 2016 by Gregory Herman-Giddens

Who Needs an Estate Plan?

Our estate planning attorneys in Chapel Hill look at a few demographics that some might consider are not in need of a plan and discuss why these segments of our society would in fact benefit from an estate plan. […]

Posted on March 28, 2016 by Gregory Herman-Giddens

New Larger Tax Deduction for LTC Insurance

The unpredictable rises in LTC insurance costs make it difficult for individuals to forecast and plan. However, there are a few tax deductions available. Plus, the IRS recently announced an increase for the federal LTC insurance deduction in the 2016 tax year. […]

Posted on March 25, 2016 by Gregory Herman-Giddens

Raleigh Now Has #2 Fastest-Growing Senior Population

Raleigh now has the second fastest-growing population of seniors in the United States. The growing number of seniors in the Triangle region not only triggers a strain on residential spaces like assisted living facilities, but it also prompts a burgeoning need for elder law discussions. […]

Posted on March 24, 2016 by Gregory Herman-Giddens

Does Your Executor Live Out-of-State?

Not all family members and trusted friends live nearby. North Carolina law does not require an executor be a resident of the state. However, there are certain restrictions the state imposes on out-of-state executors. […]

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