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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
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- Income Tax
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- Life Insurance
- Links
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- Medicaid
- NC Income Tax
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- Pending Legislation
- Powers of Attorney
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- Real Property
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- Special Needs Planning
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Wills
First Steps for Executors in North Carolina
Posted on: December 10th, 2013
In most cases of estate administration in North Carolina, an executor is aware of their appointment before the decedent passes away. Occasionally, an individual only learns they are the executor of an estate after a close friend or family member dies. ...
What to Know About Last-Minute Will Changes
Posted on: December 9th, 2013
Any competent individual over the age of 18 can create or update their Will in North Carolina. Sometimes a simple codicil (amendment) is sufficient in reflecting an individual’s wishes, but in other situations a completely new Will should be prepared. ...
NC Estate Changes for Surviving Spouses Effective October 2013
Posted on: June 24th, 2013
In June 2013, North Carolina Governor Pat McCrory signed Senate Bill 279, a bill amending matters concerning estates, trusts, powers of attorney, and guardianship. ...
When Spouses Disagree During Estate Planning
Posted on: June 4th, 2013
Choosing beneficiaries and deciding which assets each will receive may become a challenge if your spouse does not agree with your choices.
...
Why You Should Update Your Beneficiaries
Posted on: April 24th, 2013
Neglecting to update beneficiaries, or failing to name them, may leave life insurance and retirement accounts to unintended recipients, create probate expenses, and cause tax problems. ...
Can I Inherit Debt in North Carolina?
Posted on: March 29th, 2013
North Carolina estate planning discussions usually put an individual’s assets under the microscope. What trusts would avoid taxes best? How much should be designated for charitable contributions? ...
