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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
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- Social Security
- Special Needs Planning
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- Tax Fraud
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Advance Directives
NC Living Will Possibly Invalid For Pregnant Women
Posted on: January 5th, 2014
North Carolina is one of approximately two dozen other states where a living Will may not be valid for pregnant women.
...
When Powers-of-Attorney are Not Accepted
Posted on: October 10th, 2013
While powers-of-attorney are important estate planning tools, they may not always be recognized by third parties. Why might this happen?...
3 Tips to Avoid Family Conflicts in Estate Planning
Posted on: July 31st, 2013
Whether you are creating an estate plan for the first time or making changes to one, be aware that how you plan to leave your assets may create tension in your family. ...
Estate Planning for Same-Sex Couples in North Carolina
Posted on: July 11th, 2013
The landmark federal ruling of the United States vs. Windsor in late June 2013 has deemed the Defense of Marriage Act unconstitutional. ...
Estate Planning Steps Before 40
Posted on: June 18th, 2013
According to the North Carolina Office of State and Budget Management, as of 2012 there are over 3.5 million people in North Carolina between the ages of 18-44. In 20 years, approximately half will be close to retirement age. ...
Estate Planning for Unmarried Couples in North Carolina
Posted on: June 11th, 2013
There are thousands of couples living together in North Carolina who are not married. Relationships may be just a year old or spanning a few decades....