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- Administration
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- Asset Protection
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- Charitable Gift Planning
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- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
- Real Property
- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
- Trusts
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Wills
Important North Carolina Probate Forms
Posted on: May 9th, 2017
Executors must maintain records of accounting and other required documentation as part of their administrative duties. Customarily, the following probate forms are used for North Carolina estates (links provided to official documents where available)...
Problems With Digital Assets in NC Probate
Posted on: July 20th, 2016
Online accounts and digital assets are a growing concern in estate administration. Depending on the decedent’s personal or professional interests, they could have substantial assets left in a virtual limbo. In addition to financially valuable digital accounts (like frequent flyer miles, Google Wallet, and PayPal balances), the decedent might have maintained photo storage accounts with sentimental images of life events....
Dave Ramsey Might be Misinformed About Living Trusts
Posted on: May 7th, 2016
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....
Who Needs an Estate Plan?
Posted on: April 25th, 2016
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....
Does Your Executor Live Out-of-State?
Posted on: March 24th, 2016
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....
The Stress and Responsibilities Required of Executors
Posted on: March 23rd, 2016
Individuals who choose to accept the role of executor, or personal representative, of a loved one’s estate have more to manage than mere financial matters....
