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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
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- Links
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- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
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- Qualified Plans
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- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
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Asset Protection
Estate Plan Update: New Life Insurance Option life insurance trust
Posted on: August 22nd, 2014
Life insurance can be a great estate planning tool. Payments generally do not go through probate, loved ones may not need to struggle financially after one’s death, and proceeds can be protected from creditors. ...
Consequences of No Digital Asset Protection
Posted on: July 22nd, 2014
Digital asset protection is more than leaving behind one’s passwords. In an increasingly paperless world, failing to create instructions for accessing digital accounts could create problems for surviving family members....
Debt Inheritance: Credit Cards, Tax, and Other Liabilities
Posted on: July 14th, 2014
An individual may accumulate assets during his or her lifetime, but debt may reduce or eliminate an inheritance family members expected to receive. Loved ones may “inherit” debt if a decedent lacked effective estate planning, beneficiary designation updates, and asset protection....
Tax Requirements for North Carolina Trusts
Posted on: July 10th, 2014
In many states, an important factor in determining whether the trust is taxable is where the beneficiaries, settlor, and trustees are domiciled. A tax attorney may help determine how trust assets might need to be structured respective to a state’s tax laws to achieve the most favorable tax treatment....
Timing Prenuptial Agreements
Posted on: July 3rd, 2014
Marriage offers the union of love, and it also involves the merging of assets, new tax requirements, and legal entitlements. As prospective spouses navigate asset management prior to their wedding day, how far in advance should prenuptial agreements be prepared? ...
Protect Assets: Liability or Malpractice Insurance May Not Be Enough
Posted on: June 26th, 2014
Having liability or malpractice insurance may be a requirement in some professions, and in other cases these policies are obtained on a voluntary basis. Depending on the line of work, liability insurance policies may be an expensive annual cost. ...
