Posted on February 20, 2018 by Gregory Herman-Giddens

Estate Plan Controversies

Celebrities are not the only individuals whose estate plans experience controversy. The Will of any individual may be contested in court. Some estate plan provisions might cause conflicts. Controversy is particularly likely if an individual includes provisions for a spousal disinheritance or conditional inheritances based on marital status, religious beliefs, political affiliations or similar factors. […]

Posted on February 20, 2018 by Gregory Herman-Giddens

Incentive Trusts

Trusts may be customized to suit the grantor’s wishes, which may include their determination of what’s best for their beneficiaries. […]

Posted on February 20, 2018 by Gregory Herman-Giddens

Trust Trend: Make Heirs Wait

How long will it take you to receive your inheritance in North Carolina? If our state follows a national trend, the time may be growing longer. […]

Posted on June 6, 2017 by Gregory Herman-Giddens

5 Concerns for First-Time Executors

A person serving as executor for the first time must manage the time demands of the probate process while allowing leeway for their own learning curve. Our probate attorneys produced a few overviews of the estate administration process to help facilitate a productive start. […]

Posted on June 5, 2017 by Gregory Herman-Giddens

Pros and Cons of Living Probate in North Carolina

Living probate legislation was passed in North Carolina almost two years ago. While many issues may be prevented if a testator properly implements living probate during their lifetime, some estate administration issues nevertheless might occur. […]

Posted on May 19, 2017 by Gregory Herman-Giddens

North Carolina Small Estates Administration

Executors may discover throughout the course of estate administration that the value of the estate falls within North Carolina’s statutory threshold for small estates. For qualifying estates, the law provides a means for heirs to receive the decedent’s property with minimal or no probate administration. […]

Posted on May 12, 2017 by Gregory Herman-Giddens

First Forms for North Carolina Executors

Certain forms must be filed before an individual may begin serving as executor or administrator of an estate in North Carolina. If the individual is ready to move forward, the first forms they should review include the following. […]
Category: Probate Tags: Administration, Estates, Wills

Posted on May 11, 2017 by Gregory Herman-Giddens

Factors That Affect Length of Probate

The duration of a North Carolina probate administration depends on a variety of factors. Understanding common causes of probate delays can help executors and other parties involved in the estate administration to prevent unnecessary interruptions. […]

Posted on May 9, 2017 by Gregory Herman-Giddens

Important North Carolina Probate Forms

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) […]

Posted on May 8, 2017 by Gregory Herman-Giddens

Managing Estate Assets

Executors must preserve estate assets until distribution. Overseeing estate assets could be a burden for executors, particularly if the decedent bequeathed out-of-state property or unique assets. […]

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