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- Administration
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- 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
Disadvantages of a DIY Will in North Carolina
Posted on: March 25th, 2013
Everyone wants to save money, but choosing to cut corners on estate planning in North Carolina may end up costing individuals more than they ever expected. ...
3 Estate Planning Baby Steps
Posted on: March 11th, 2013
When a baby is on the way, it is a perfect time for expectant parents to complete or update their estate plan to ensure their child’s future care. ...
Digital Estate Planning Challenges
Posted on: February 15th, 2013
Estate planning has always involved a great deal of paperwork. Today, individuals have personal access to online banking, social media accounts, and email that has pushed the industry into a new realm: Digital estate planning....
Most Americans Die Without a Will
Posted on: May 14th, 2012
I came across a recent article in the Yahoo Finance Blog, Half of Americans With Kids Set to Die Without a Will. If you are a North Carolina resident, what happens to your estate if you don’t have a will (you die intestate, in legal terms)? ...
Why You Might Not Want a Simple Estate Plan
Posted on: April 25th, 2011
Many people come in to see me with the notion that all that they need and want is a "simple" estate plan. Generally that means no living trust, and a will with no trust provisions for surviving family members. ...
Have an Interesting Story Involving a Will and Want to Share it?
Posted on: January 21st, 2009
I recently received the following email, and then had a phone conversation with its author. This is a legitimate documentary, with filming to take place in Montreal over the course of the year. All expenses for the trip to Montreal will be paid. ...
