Clarity Legal Group®
Estate Planning Made Clear
A Successor Trustee’s Guide: Navigating Trust Administration in North Carolina
0 Comments August 17, 2026
Stepping into the role of a successor trustee? Discover essential duties and tax requirements under North Carolina trust law.
0 Comments August 17, 2026
Stepping into the role of a successor trustee? Discover essential duties and tax requirements under North Carolina trust law.
Stuck Without an Executor or Trustee? Why You’re Not as Alone as You Think
0 Comments July 10, 2026
Struggling to find an executor or trustee? Learn why choosing an executor without family is common and how our professionals provide the support you need.
0 Comments July 10, 2026
Struggling to find an executor or trustee? Learn why choosing an executor without family is common and how our professionals provide the support you need.
Navigating an Alzheimer’s Diagnosis: A Guide to Protecting Your Future
0 Comments June 23, 2026
Recently diagnosed with Alzheimer's? Learn the 4 legal steps you must take now to protect your family, and download our free Crisis Preparedness Checklist.
0 Comments June 23, 2026
Recently diagnosed with Alzheimer's? Learn the 4 legal steps you must take now to protect your family, and download our free Crisis Preparedness Checklist.
Why Naming Co-Trustees or Co-Executors Might Be A Huge Estate Planning Mistake
0 Comments June 22, 2026
Thinking about naming your adult children as co-trustees or co-executors to keep things fair? Discover why this common estate planning choice often backfires and how to play to your family's true strengths instead.
0 Comments June 22, 2026
Thinking about naming your adult children as co-trustees or co-executors to keep things fair? Discover why this common estate planning choice often backfires and how to play to your family's true strengths instead.
Legacy and Protection: Special Estate Planning Considerations for LGBTQIA+ Individuals and Couples
0 Comments June 19, 2026
Ensure your partner, chosen family, and assets are legally protected. Discover crucial estate planning considerations for LGBTQ+ couples and single individuals.
0 Comments June 19, 2026
Ensure your partner, chosen family, and assets are legally protected. Discover crucial estate planning considerations for LGBTQ+ couples and single individuals.
Understanding a Lady Bird Deed in North Carolina: What it Does and Doesn’t Do
0 Comments June 16, 2026
While a Lady Bird Deed can sound like the perfect “shortcut,” it is rarely a complete substitute for a comprehensive estate plan. Let’s dive into what a Lady Bird Deed actually is, what it can and cannot do in North Carolina, and why a trust-based plan often offers superior protection […]
0 Comments June 16, 2026
While a Lady Bird Deed can sound like the perfect “shortcut,” it is rarely a complete substitute for a comprehensive estate plan. Let’s dive into what a Lady Bird Deed actually is, what it can and cannot do in North Carolina, and why a trust-based plan often offers superior protection […]
3 Essential Documents Your Adult Child Needs as They Head Out on Their Own
0 Comments May 20, 2026
When your child turns 18, you lose the legal right to manage their affairs. Discover the 3 essential documents for young adults.
0 Comments May 20, 2026
When your child turns 18, you lose the legal right to manage their affairs. Discover the 3 essential documents for young adults.
Denied by your long-term care insurance? 5 Things You Need to Fight Back and Win
0 Comments May 8, 2026
Facing a long-term care insurance denial? Learn the 5 essential things you need to fight back and win your claim.
0 Comments May 8, 2026
Facing a long-term care insurance denial? Learn the 5 essential things you need to fight back and win your claim.
When Estate Planning Fails: Lessons from the $10 Billion Lakers Legacy
0 Comments May 6, 2026
See how Dr. Jerry Buss’s estate plan led to the $10B Lakers sale. Learn why estate planning for family business requires more than just legal documents.
0 Comments May 6, 2026
See how Dr. Jerry Buss’s estate plan led to the $10B Lakers sale. Learn why estate planning for family business requires more than just legal documents.
The Smart Family’s Guide: 6 Questions to Ask Before Hiring In-Home Care in North Carolina
0 Comments April 7, 2026
This North Carolina guide to in-home care shares 6 non-negotiable questions to ask before making a care choice for you and loved ones.
0 Comments April 7, 2026
This North Carolina guide to in-home care shares 6 non-negotiable questions to ask before making a care choice for you and loved ones.
Why Adding Your Kids to Your Deed is a Major Mistake
0 Comments March 19, 2026
Thinking about adding your kids to your house deed or bank accounts? Learn why this "simple" fix triggers gift taxes, risks your assets, and impacts Medicaid eligibility.
0 Comments March 19, 2026
Thinking about adding your kids to your house deed or bank accounts? Learn why this "simple" fix triggers gift taxes, risks your assets, and impacts Medicaid eligibility.
Is “Equal” Really “Fair”? Why Your Estate Plan Shouldn’t Fall Into the 50/50 Trap
0 Comments March 10, 2026
Is treating your children the same actually fair? Why "cookie-cutter" 50/50 estate plans might not fit your family.
0 Comments March 10, 2026
Is treating your children the same actually fair? Why "cookie-cutter" 50/50 estate plans might not fit your family.
Could Your Loved Ones Benefit from a Letter of Instruction?
0 Comments March 2, 2026
A free guide to draft your Letter of Instruction. Provide practical, emotional, and logistical information for after you pass away.
0 Comments March 2, 2026
A free guide to draft your Letter of Instruction. Provide practical, emotional, and logistical information for after you pass away.
Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker
0 Comments February 10, 2026
Celebrate Black History Month by learning how Madam C.J. Walker used a visionary estate plan to protect her empire and fund social justice for generations.
0 Comments February 10, 2026
Celebrate Black History Month by learning how Madam C.J. Walker used a visionary estate plan to protect her empire and fund social justice for generations.
Love & Legacy: Why Estate Planning is the Ultimate Gift to Your Family
0 Comments February 2, 2026
Discover why a comprehensive estate plan is a profound act of love. Protect your legacy beyond the basics.
0 Comments February 2, 2026
Discover why a comprehensive estate plan is a profound act of love. Protect your legacy beyond the basics.
3 Signs It’s Time to Talk to Your Parents About Estate Planning
0 Comments January 30, 2026
Learn 3 warning signs that your aging parents need an estate planning update before a health crisis occurs.
0 Comments January 30, 2026
Learn 3 warning signs that your aging parents need an estate planning update before a health crisis occurs.
Why Estate Planning is a Process, Not a Document: The Messy Bedroom Metaphor
0 Comments January 27, 2026
Is your estate plan out of order? Learn why estate planning is a lifelong process and how "life earthquakes" can impact your legacy.
0 Comments January 27, 2026
Is your estate plan out of order? Learn why estate planning is a lifelong process and how "life earthquakes" can impact your legacy.
Debunking 3 Dangerous Estate Planning Myths
0 Comments January 20, 2026
Don't let misconceptions put your legacy at risk. Learn why not having a plan is dangerous and why estate planning isn't just for the wealthy.
0 Comments January 20, 2026
Don't let misconceptions put your legacy at risk. Learn why not having a plan is dangerous and why estate planning isn't just for the wealthy.
Caring Beyond Your Lifetime: How a Special Needs Trust Provides for Your Child
0 Comments January 16, 2026
Discover how a Special Needs Trust (SNT) can support your child for life without losing SSI or Medicaid benefits.
0 Comments January 16, 2026
Discover how a Special Needs Trust (SNT) can support your child for life without losing SSI or Medicaid benefits.
Planning for Incapacity: Why Early Action is the Greatest Gift for Your Family
0 Comments January 13, 2026
Early incapacity planning protects your loved ones and keeps you in control. Download our free caregiver checklist.
0 Comments January 13, 2026
Early incapacity planning protects your loved ones and keeps you in control. Download our free caregiver checklist.
Why a Will is a Guaranteed Court Date (and How to Avoid It)
0 Comments January 9, 2026
Learn why a Will guarantees probate and how a Revocable Living Trust keeps your estate private and out of court in North Carolina.
0 Comments January 9, 2026
Learn why a Will guarantees probate and how a Revocable Living Trust keeps your estate private and out of court in North Carolina.
How to Protect Your Family’s Inheritance from Creditors and Divorce
0 Comments January 6, 2026
Learn how the "low hanging fruit" of Estate Planning shields your family's inheritance from lawsuits and divorce in North Carolina.
0 Comments January 6, 2026
Learn how the "low hanging fruit" of Estate Planning shields your family's inheritance from lawsuits and divorce in North Carolina.
Divorce and Births and Marriage, Oh My!
0 Comments January 5, 2026
New life chapters like divorce or marriage require a legal check-in. Discover 4 resolutions to protect your assets in 2026.
0 Comments January 5, 2026
New life chapters like divorce or marriage require a legal check-in. Discover 4 resolutions to protect your assets in 2026.
Clarity Wrapped: Highlights from 2025
0 Comments December 22, 2025
From Fiduciary School to free seminars to $30k in community giving, 2025 highlights our commitment to estate planning education in NC.
0 Comments December 22, 2025
From Fiduciary School to free seminars to $30k in community giving, 2025 highlights our commitment to estate planning education in NC.
A Gift of Peace: Why Estate Planning is One of the Most Important Gifts You Can Give Your Family
0 Comments December 18, 2025
This holiday season, give the gift of security. Learn how estate planning for families protects your loved ones during difficult times.
0 Comments December 18, 2025
This holiday season, give the gift of security. Learn how estate planning for families protects your loved ones during difficult times.
The Hidden Dangers of Online Wills and AI: Why DIY Estate Planning is a Ticking Time Bomb
0 Comments December 15, 2025
Discover the hidden dangers of DIY estate planning. Learn why using online tools and AI can create a legal "time bomb" that your family won't find until it's too late.
0 Comments December 15, 2025
Discover the hidden dangers of DIY estate planning. Learn why using online tools and AI can create a legal "time bomb" that your family won't find until it's too late.
The Critical Year-End Estate Planning Checklist: 5 Things to Review Before December 31
0 Comments December 11, 2025
Verify Trust Funding, update Beneficiary Designations to avoid probate and guardianship in North Carolina.
0 Comments December 11, 2025
Verify Trust Funding, update Beneficiary Designations to avoid probate and guardianship in North Carolina.
Supporting Local Organizations That Make a Difference for Special Needs Families
0 Comments December 8, 2025
Explore 5 NC special needs organizations doing amazing work. Learn how these organizations + custom planning can enrich your loved one's life.
0 Comments December 8, 2025
Explore 5 NC special needs organizations doing amazing work. Learn how these organizations + custom planning can enrich your loved one's life.
Year-End Financial Planning? Don’t Forget Your Estate Plan
0 Comments December 4, 2025
Year-end financial planning in Raleigh, Durham, and Chapel Hill? Don’t forget your estate plan. Review now to protect your assets and your legacy.
0 Comments December 4, 2025
Year-end financial planning in Raleigh, Durham, and Chapel Hill? Don’t forget your estate plan. Review now to protect your assets and your legacy.
Apple and Google Legacy Tools: Part of a Comprehensive Estate Plan
0 Comments December 1, 2025
Apple and Google now offer legacy tools to name someone who can access your data after you pass. Learn how this fits into your estate plan.
0 Comments December 1, 2025
Apple and Google now offer legacy tools to name someone who can access your data after you pass. Learn how this fits into your estate plan.
Thanksgiving Table Talk That Matters: 4 Conversations to Have With Your Family Now
0 Comments November 25, 2025
Use this Thanksgiving to spark essential estate planning conversations with your loved ones. Here are 4 key topics to cover at the dinner table.
0 Comments November 25, 2025
Use this Thanksgiving to spark essential estate planning conversations with your loved ones. Here are 4 key topics to cover at the dinner table.
Why Your Financial Planner Shouldn’t Create Your Estate Planning Documents
0 Comments November 17, 2025
Estate planning and financial planning work together, but they are not the same discipline. Your financial planner plays a vital role in helping you save, invest, and plan for your future. But when it comes to drafting legal estate planning documents, the right professional is an experienced estate planning attorney. […]
0 Comments November 17, 2025
Estate planning and financial planning work together, but they are not the same discipline. Your financial planner plays a vital role in helping you save, invest, and plan for your future. But when it comes to drafting legal estate planning documents, the right professional is an experienced estate planning attorney. […]
Estate Planning Attorney vs Online Service: Don’t Let Your Plan Fall Short
0 Comments November 14, 2025
Comparing an estate planning attorney vs an online service? Learn why comprehensive planning done right matters more than you think.
0 Comments November 14, 2025
Comparing an estate planning attorney vs an online service? Learn why comprehensive planning done right matters more than you think.
Estate Planning for Veterans in North Carolina: What You Need to Know
0 Comments November 11, 2025
Veterans face unique estate planning challenges and opportunities. Learn how to protect VA benefits, avoid probate, and secure your legacy.
0 Comments November 11, 2025
Veterans face unique estate planning challenges and opportunities. Learn how to protect VA benefits, avoid probate, and secure your legacy.
10 Ways to Show Gratitude Through Charitable Giving in Your Estate Plan
0 Comments November 6, 2025
Discover 10 ways to give back through charitable giving in estate planning in Raleigh-Durham NC. Personal, local, and lasting.
0 Comments November 6, 2025
Discover 10 ways to give back through charitable giving in estate planning in Raleigh-Durham NC. Personal, local, and lasting.
Thankful and Forward-Thinking: How a Donor Advised Fund Can Help You Give Back
0 Comments November 3, 2025
Learn how a Donor Advised Fund helps North Carolina families give back, reduce taxes, and preserve values this Thanksgiving and beyond.
0 Comments November 3, 2025
Learn how a Donor Advised Fund helps North Carolina families give back, reduce taxes, and preserve values this Thanksgiving and beyond.
Estate Planning Isn’t a One-Time Event… Here’s Something We Do Differently
0 Comments October 28, 2025
At Clarity Legal Group®, estate planning is not just about creating documents. It’s about supporting your goals over time, and that starts with building a long-term relationship. One of the ways we do that is through exclusive client estate planning seminars offered annually. These sessions, like the ones happening this […]
0 Comments October 28, 2025
At Clarity Legal Group®, estate planning is not just about creating documents. It’s about supporting your goals over time, and that starts with building a long-term relationship. One of the ways we do that is through exclusive client estate planning seminars offered annually. These sessions, like the ones happening this […]
Buying a Home in the Triangle? Here’s Why You Might Want It in a Living Trust
0 Comments October 24, 2025
Learn how titling real estate in a living trust helps homeowners in the Raleigh-Durham-Chapel Hill area avoid probate, protect their legacy, and plan efficiently.
0 Comments October 24, 2025
Learn how titling real estate in a living trust helps homeowners in the Raleigh-Durham-Chapel Hill area avoid probate, protect their legacy, and plan efficiently.
No Tricks, Just Treats: How to Avoid Estate Planning Mistakes
0 Comments October 20, 2025
Learn how to avoid estate planning mistakes that trick thousands each year. Make sure your plan works when it matters most.
0 Comments October 20, 2025
Learn how to avoid estate planning mistakes that trick thousands each year. Make sure your plan works when it matters most.
Most Americans Are Unprepared for Aging. Estate Planning Helps You Avoid That Mistake
0 Comments October 16, 2025
As detailed in a recent CBS News Article, many Americans are unprepared for the realities of aging. Learn how estate planning for incapacity in North Carolina helps protect your independence, finances, and family.
0 Comments October 16, 2025
As detailed in a recent CBS News Article, many Americans are unprepared for the realities of aging. Learn how estate planning for incapacity in North Carolina helps protect your independence, finances, and family.
Welcoming a Baby in 2025? Here’s Why It’s Time to Update Your Estate Plan
0 Comments October 14, 2025
Welcoming a baby in 2025? Discover why estate planning for new parents in Raleigh Durham is essential to protect your growing family’s future.
0 Comments October 14, 2025
Welcoming a baby in 2025? Discover why estate planning for new parents in Raleigh Durham is essential to protect your growing family’s future.
Michael Jackson’s Estate Planning Horror Story: Don’t Let This Be Your Legacy
0 Comments October 6, 2025
Michael Jackson, the King of Pop, created the Michael Jackson Family Trust to protect his children and ensure privacy. But he made one terrifying mistake: he never fully funded the trust!
0 Comments October 6, 2025
Michael Jackson, the King of Pop, created the Michael Jackson Family Trust to protect his children and ensure privacy. But he made one terrifying mistake: he never fully funded the trust!
Trustee Liability in North Carolina: What You Need to Know
0 Comments October 2, 2025
Worried about liability as a new Trustee? Learn what responsibilities come with the role—and how to protect yourself in North Carolina.
0 Comments October 2, 2025
Worried about liability as a new Trustee? Learn what responsibilities come with the role—and how to protect yourself in North Carolina.
Top 5 Qualities to Look for When Choosing a Successor Trustee
0 Comments September 29, 2025
Choosing a successor trustee is a key part of your estate plan. Learn the top five traits to look for to protect your legacy and loved ones.
0 Comments September 29, 2025
Choosing a successor trustee is a key part of your estate plan. Learn the top five traits to look for to protect your legacy and loved ones.
6 Things You Should Never Put in Your Trust (And What to Do Instead)
0 Comments September 25, 2025
Avoid expensive estate planning mistakes. Discover 6 things you should never put in a trust... and what to do instead.
0 Comments September 25, 2025
Avoid expensive estate planning mistakes. Discover 6 things you should never put in a trust... and what to do instead.
4 Clear Signs You Need to Update Your Estate Plan
0 Comments September 22, 2025
Think your estate plan is complete? Here are 4 signs you need to update your estate plan, and how to fix it before it’s too late.
0 Comments September 22, 2025
Think your estate plan is complete? Here are 4 signs you need to update your estate plan, and how to fix it before it’s too late.
The 3 Common Mistakes People Make with Their Wills and Trusts in Raleigh Durham
0 Comments September 18, 2025
Learn the top 3 mistakes people make with their wills and trusts and how to avoid them to protect your legacy and family.
0 Comments September 18, 2025
Learn the top 3 mistakes people make with their wills and trusts and how to avoid them to protect your legacy and family.
Roth Conversions for Legacy Planning: A Strategy Too Many Families Overlook
0 Comments September 15, 2025
Learn how utilizing Roth conversions for legacy planning can reduce future taxes, protect your spouse and children, and improve the outcomes of your plan.
0 Comments September 15, 2025
Learn how utilizing Roth conversions for legacy planning can reduce future taxes, protect your spouse and children, and improve the outcomes of your plan.
Crisis Preparedness for Caregivers and Families: Why It Matters and How to Get Ahead of the Emergency
0 Comments September 10, 2025
Prepare before a crisis hits. Learn why crisis preparedness matters and how Clarity Legal Group helps caregivers plan with confidence. Download our free checklist.
0 Comments September 10, 2025
Prepare before a crisis hits. Learn why crisis preparedness matters and how Clarity Legal Group helps caregivers plan with confidence. Download our free checklist.
Navigating an Alzheimer’s Diagnosis with a North Carolina Estate Plan: What You Need to Know to Protect Yourself and Your Loved Ones
0 Comments September 8, 2025
Learn how to protect your finances, health care, and legacy after an Alzheimer’s diagnosis with estate planning guidance from Clarity Legal Group in North Carolina.
0 Comments September 8, 2025
Learn how to protect your finances, health care, and legacy after an Alzheimer’s diagnosis with estate planning guidance from Clarity Legal Group in North Carolina.
The New School Year Is Here and You Have Homework: Review Your Estate Plan
0 Comments August 28, 2025
Back-to-school season might mean it's time to talk with loved ones and check that your plan still fits your life.
0 Comments August 28, 2025
Back-to-school season might mean it's time to talk with loved ones and check that your plan still fits your life.
4 Signs You Need a Special Needs Trust Now
0 Comments August 25, 2025
North Carolina Special Needs Trust: 4 signs you need one now to protect SSI/Medicaid and your loved one’s future.
0 Comments August 25, 2025
North Carolina Special Needs Trust: 4 signs you need one now to protect SSI/Medicaid and your loved one’s future.
What Happens If I Become Incapacitated? Incapacity Planning in North Carolina
0 Comments August 21, 2025
Learn how Powers of Attorney, Healthcare Documents, and Revocable Living Trusts protect you during incapacity.
0 Comments August 21, 2025
Learn how Powers of Attorney, Healthcare Documents, and Revocable Living Trusts protect you during incapacity.
Common Mistakes North Carolina Trustees Make (and How to Avoid Them)
0 Comments August 18, 2025
Learn the 7 common mistakes North Carolina Trustees make and how to avoid them. Practical steps from Chapel Hill’s Clarity Legal Group.
0 Comments August 18, 2025
Learn the 7 common mistakes North Carolina Trustees make and how to avoid them. Practical steps from Chapel Hill’s Clarity Legal Group.
Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design
0 Comments August 14, 2025
Learn how Divorce and Creditor Protection Trusts in North Carolina help shield family wealth from lawsuits, creditors, and divorce.
0 Comments August 14, 2025
Learn how Divorce and Creditor Protection Trusts in North Carolina help shield family wealth from lawsuits, creditors, and divorce.
5 Estate Planning Myths That Could Cost Your Family Thousands
0 Comments August 11, 2025
Avoid these estate planning myths North Carolina families face. Learn how to prevent expensive probate and guardianship costs.
0 Comments August 11, 2025
Avoid these estate planning myths North Carolina families face. Learn how to prevent expensive probate and guardianship costs.
When Your Parent Has Dementia: Legal Tools to Step In and Help
0 Comments August 7, 2025
Learn the essential legal tools to help a parent with dementia. From Powers of Attorney to Trusts, here's how to protect your loved one and avoid court involvement.
0 Comments August 7, 2025
Learn the essential legal tools to help a parent with dementia. From Powers of Attorney to Trusts, here's how to protect your loved one and avoid court involvement.
Understanding Fiduciary Duties in Estate Planning: What Every North Carolina Family Should Know
0 Comments August 4, 2025
Learn the key duties of a fiduciary in North Carolina estate planning. Understand trustee responsibilities and how to avoid common mistakes.
0 Comments August 4, 2025
Learn the key duties of a fiduciary in North Carolina estate planning. Understand trustee responsibilities and how to avoid common mistakes.
Estate Planning Checklist for Summer: 5 Essential Tasks to Complete Before Fall
0 Comments July 31, 2025
Ensure your estate plan is current with this summer checklist. Discover 5 key tasks to secure your family’s future before fall.
0 Comments July 31, 2025
Ensure your estate plan is current with this summer checklist. Discover 5 key tasks to secure your family’s future before fall.
Avoid These 5 Mistakes When Administering a Loved One’s Estate
0 Comments July 28, 2025
Learn how to avoid five common estate administration mistakes that can lead to legal trouble, family conflict, and unnecessary costs.
0 Comments July 28, 2025
Learn how to avoid five common estate administration mistakes that can lead to legal trouble, family conflict, and unnecessary costs.
Summer Weddings? Don’t Forget to Update Your Estate Plan
0 Comments July 24, 2025
Marriage changes more than your name. Learn why choosing to update your estate plan after marriage helps protect your loved ones and legacy.
0 Comments July 24, 2025
Marriage changes more than your name. Learn why choosing to update your estate plan after marriage helps protect your loved ones and legacy.
Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
0 Comments July 21, 2025
Unsure whether guardianship vs trust is right for your loved one? Learn the differences, pros and cons, and how to choose the best option.
0 Comments July 21, 2025
Unsure whether guardianship vs trust is right for your loved one? Learn the differences, pros and cons, and how to choose the best option.
Summer Scams: Protecting Seniors from Financial Abuse
0 Comments July 17, 2025
Learn how protecting seniors from financial abuse is more important than ever during summer. Discover scam types, warning signs, and tips.
0 Comments July 17, 2025
Learn how protecting seniors from financial abuse is more important than ever during summer. Discover scam types, warning signs, and tips.
Estate Planning for Empty Nesters: Preparing for Life’s Next Chapter
0 Comments July 14, 2025
Discover how estate planning for empty nesters can secure your family's future and bring peace of mind as you enter a new life stage.
0 Comments July 14, 2025
Discover how estate planning for empty nesters can secure your family's future and bring peace of mind as you enter a new life stage.
Summer Camp to Lifetime Support: Long-Term Planning for Children with Disabilities
0 Comments July 10, 2025
Learn how NC special needs estate planning protects benefits and ensures a secure future for your child with disabilities.
0 Comments July 10, 2025
Learn how NC special needs estate planning protects benefits and ensures a secure future for your child with disabilities.
What Happens If You Become Incapacitated on Vacation?
0 Comments July 7, 2025
Learn how estate planning for incapacity protects your health and finances while you're on vacation or traveling.
0 Comments July 7, 2025
Learn how estate planning for incapacity protects your health and finances while you're on vacation or traveling.
Freedom from Probate: Avoiding Probate with a Living Trust to Liberate Your Loved Ones
0 Comments July 3, 2025
Learn about avoiding probate with a living trust. Discover how trust-based estate planning helps NC families protect their legacy.
0 Comments July 3, 2025
Learn about avoiding probate with a living trust. Discover how trust-based estate planning helps NC families protect their legacy.
Empowering Futures: Estate Planning for Disabilities in North Carolina
0 Comments July 1, 2025
Learn how Special Needs Trusts are an integral part of estate planning for disabilities in North Carolina
0 Comments July 1, 2025
Learn how Special Needs Trusts are an integral part of estate planning for disabilities in North Carolina
Pre‑Travel Estate Planning: Make Sure Your Legal Plans Are in Place Before Vacation
0 Comments June 30, 2025
Before you hit the road this summer, make sure your estate planning documents are current. Use our pre-travel estate planning checklist.
0 Comments June 30, 2025
Before you hit the road this summer, make sure your estate planning documents are current. Use our pre-travel estate planning checklist.
Finding Alternatives to Guardianship for Aging Parents in North Carolina
0 Comments June 26, 2025
Learn how North Carolina families can support aging parents with legal tools that avoid court and protect dignity. Explore alternatives to guardianship today.
0 Comments June 26, 2025
Learn how North Carolina families can support aging parents with legal tools that avoid court and protect dignity. Explore alternatives to guardianship today.
From Fitness to Finances: Taking Charge of Your Legacy
0 Comments June 23, 2025
Celebrate Men's Health Month by focusing on total well-being. Learn how estate planning protects your health, finances, and family legacy.
0 Comments June 23, 2025
Celebrate Men's Health Month by focusing on total well-being. Learn how estate planning protects your health, finances, and family legacy.
Honoring Juneteenth: 19 Non-Financial Legacy Gifts to Preserve Your Family’s Story
0 Comments June 19, 2025
Explore 19 non-financial legacy gifts that go beyond wealth. Discover how legacy planning protects your family’s values, history, and identity.
0 Comments June 19, 2025
Explore 19 non-financial legacy gifts that go beyond wealth. Discover how legacy planning protects your family’s values, history, and identity.
Using a Special Needs Trust for a Loved One with Alzheimer’s or Other Dementias
0 Comments June 16, 2025
Learn how a Special Needs Trust for Alzheimer’s can safeguard your loved one’s assets. Start planning early for peace of mind.
0 Comments June 16, 2025
Learn how a Special Needs Trust for Alzheimer’s can safeguard your loved one’s assets. Start planning early for peace of mind.
Is a North Carolina Spendthrift Trust a Smart Choice for Your Estate Plan?
0 Comments June 12, 2025
Learn how a North Carolina Spendthrift Trust can protect your beneficiaries from poor financial decisions, creditors, and legal claims.
0 Comments June 12, 2025
Learn how a North Carolina Spendthrift Trust can protect your beneficiaries from poor financial decisions, creditors, and legal claims.
Estate Planning for Transgender Individuals: Protecting Identity, Dignity, and Autonomy
0 Comments June 10, 2025
Discover how estate planning for transgender individuals protects identity, healthcare wishes, and financial security.
0 Comments June 10, 2025
Discover how estate planning for transgender individuals protects identity, healthcare wishes, and financial security.
Estate Planning for LGBTQ+ Families: Personalized Needs and Smart Solutions
0 Comments June 5, 2025
Protect your family with inclusive estate planning. Learn how Clarity Legal Group supports LGBTQ+ families in North Carolina with wills, trusts, and parenting rights.
0 Comments June 5, 2025
Protect your family with inclusive estate planning. Learn how Clarity Legal Group supports LGBTQ+ families in North Carolina with wills, trusts, and parenting rights.
Recognizing the Signs: When to Update Your Estate Plan for Cognitive Decline
0 Comments June 2, 2025
Discover how estate planning for cognitive decline helps protect your legacy and avoid legal complications. Learn when to update key documents like Powers of Attorney and Trusts.
0 Comments June 2, 2025
Discover how estate planning for cognitive decline helps protect your legacy and avoid legal complications. Learn when to update key documents like Powers of Attorney and Trusts.
Honoring Dignity at Life’s End: Supporting Hospice Care in Durham and Chapel Hill
0 Comments May 29, 2025
Clarity Legal Group proudly sponsors the 2025 Duke Hospice Gala. Learn how hospice care supports families in Durham and Chapel Hill.
0 Comments May 29, 2025
Clarity Legal Group proudly sponsors the 2025 Duke Hospice Gala. Learn how hospice care supports families in Durham and Chapel Hill.
What to Know Before Agreeing to be a Trust Administrator
0 Comments May 28, 2025
Considering serving as a NC Trust Administrator? Learn the responsibilities, legal risks, and how Clarity Legal Group® supports you through trust administration in North Carolina.
0 Comments May 28, 2025
Considering serving as a NC Trust Administrator? Learn the responsibilities, legal risks, and how Clarity Legal Group® supports you through trust administration in North Carolina.
What Is the Uniform Transfers to Minors Act?
0 Comments May 28, 2025
Many clients at Clarity Legal Group want to give gifts to children or grandchildren as part of their estate plan. One simple option is a custodial account under the Uniform Transfers to Minors Act (UTMA), a tool widely used in North Carolina. These accounts make it easier to transfer money […]
0 Comments May 28, 2025
Many clients at Clarity Legal Group want to give gifts to children or grandchildren as part of their estate plan. One simple option is a custodial account under the Uniform Transfers to Minors Act (UTMA), a tool widely used in North Carolina. These accounts make it easier to transfer money […]
What Is a “Stepped-Up” Basis and Why Does It Matter?
0 Comments May 27, 2025
Learn how the stepped-up basis works and how it can eliminate capital gains taxes on inherited assets like real estate and investments.
0 Comments May 27, 2025
Learn how the stepped-up basis works and how it can eliminate capital gains taxes on inherited assets like real estate and investments.
A Guide to North Carolina Trust Administration
0 Comments May 23, 2025
When an Estate Planning Attorney at Clarity Legal Group works with clients to create an estate plan, they begin by listening carefully to each client’s unique goals and concerns. Our approach is highly personalized, often incorporating Living Trusts to achieve those objectives. For many families across the state, North Carolina […]
0 Comments May 23, 2025
When an Estate Planning Attorney at Clarity Legal Group works with clients to create an estate plan, they begin by listening carefully to each client’s unique goals and concerns. Our approach is highly personalized, often incorporating Living Trusts to achieve those objectives. For many families across the state, North Carolina […]
Can You Set Up a Trust Without an Attorney?
0 Comments May 23, 2025
Learn whether you can set up a trust without an attorney and what advantages come from working with a professional estate planning attorney.
0 Comments May 23, 2025
Learn whether you can set up a trust without an attorney and what advantages come from working with a professional estate planning attorney.
What Is a Durable Power of Attorney?
0 Comments May 23, 2025
A well-crafted estate plan involves more than just a Will. To truly protect yourself and your family, you need a variety of legal documents. One essential step is to define durable power of attorney provisions that ensure trusted support if you’re ever unable to act on your own behalf. If […]
0 Comments May 23, 2025
A well-crafted estate plan involves more than just a Will. To truly protect yourself and your family, you need a variety of legal documents. One essential step is to define durable power of attorney provisions that ensure trusted support if you’re ever unable to act on your own behalf. If […]
Business Succession Planning in North Carolina
0 Comments May 22, 2025
As a small business owner in North Carolina, your business is more than your livelihood—it’s your legacy. But what happens to your company when you retire, experience a health crisis, or pass away unexpectedly? Our 90-second video walks you through the essentials of business succession planning in North Carolina. Learn […]
0 Comments May 22, 2025
As a small business owner in North Carolina, your business is more than your livelihood—it’s your legacy. But what happens to your company when you retire, experience a health crisis, or pass away unexpectedly? Our 90-second video walks you through the essentials of business succession planning in North Carolina. Learn […]
5 Important Questions to Ask Your Estate Planning Attorney
0 Comments May 22, 2025
Planning your estate? Discover 5 essential questions to ask your estate planning attorney in Durham to get the tailored plan you need.
0 Comments May 22, 2025
Planning your estate? Discover 5 essential questions to ask your estate planning attorney in Durham to get the tailored plan you need.
If I’m the Trustee Do I Need an Attorney to Help?
0 Comments May 22, 2025
Learn what trust administration in North Carolina involves and how Trustees can manage responsibilities with confidence.
0 Comments May 22, 2025
Learn what trust administration in North Carolina involves and how Trustees can manage responsibilities with confidence.
Avoid These Top 10 North Carolina Probate Mistakes
0 Comments May 20, 2025
Probate is the court-supervised legal process for settling a person’s estate after death. In North Carolina, this includes managing assets, settling debts, and distributing property according to the Will. While it sounds straightforward, the process can quickly become overwhelming—especially for Executors unfamiliar with their responsibilities. At Clarity Legal Group, we […]
0 Comments May 20, 2025
Probate is the court-supervised legal process for settling a person’s estate after death. In North Carolina, this includes managing assets, settling debts, and distributing property according to the Will. While it sounds straightforward, the process can quickly become overwhelming—especially for Executors unfamiliar with their responsibilities. At Clarity Legal Group, we […]
Selling a Family Home After a Death: What to Expect Emotionally and Practically
0 Comments May 19, 2025
Selling a family home after the death of a loved one can be an emotional and complex process. It is not just a financial transaction; it’s a journey filled with memories, emotional highs and lows, and practical challenges. Understanding what to expect can help ease the process and make it […]
0 Comments May 19, 2025
Selling a family home after the death of a loved one can be an emotional and complex process. It is not just a financial transaction; it’s a journey filled with memories, emotional highs and lows, and practical challenges. Understanding what to expect can help ease the process and make it […]
Can I Access Assets Held in a North Carolina Trust?
0 Comments May 15, 2025
Understanding Access to Trust Assets in North Carolina If you’re thinking about creating a trust as part of your estate plan, it’s natural to wonder about how you’ll access your assets. Many people hesitate to move property or savings into a trust because they worry about losing control. But how […]
0 Comments May 15, 2025
Understanding Access to Trust Assets in North Carolina If you’re thinking about creating a trust as part of your estate plan, it’s natural to wonder about how you’ll access your assets. Many people hesitate to move property or savings into a trust because they worry about losing control. But how […]
Planning for Firearms in Your Estate: Understanding the North Carolina NFA Gun Trust
0 Comments May 15, 2025
At Clarity Legal Group®, we work with clients who hold a wide variety of assets, including valuable firearms collections. When incorporating firearms into an estate plan, it’s important to consider more than just their monetary value. Federal regulations add complexity to the sale, purchase, and transfer of certain firearms—making it […]
0 Comments May 15, 2025
At Clarity Legal Group®, we work with clients who hold a wide variety of assets, including valuable firearms collections. When incorporating firearms into an estate plan, it’s important to consider more than just their monetary value. Federal regulations add complexity to the sale, purchase, and transfer of certain firearms—making it […]
Is Your Graduate Ready for the Real World? Don’t Forget Their Estate Plan
0 Comments May 13, 2025
Graduating from high school, college, or graduate school marks a powerful transition into adulthood. It’s also the ideal time to begin estate planning for young adults in North Carolina. Whether your child is headed to college, launching their career, or moving into their first apartment, this milestone comes with new […]
0 Comments May 13, 2025
Graduating from high school, college, or graduate school marks a powerful transition into adulthood. It’s also the ideal time to begin estate planning for young adults in North Carolina. Whether your child is headed to college, launching their career, or moving into their first apartment, this milestone comes with new […]
Divorced? Here’s Why Your NC Estate Plan Needs a Fresh Look
0 Comments May 12, 2025
Divorce changes more than your day-to-day life—it also changes your estate plan. It’s important to understand how estate planning after divorce in North Carolina can protect your assets and your loved ones. As life moves forward, your documents should reflect your current wishes and relationships. At Clarity Legal Group®, we […]
0 Comments May 12, 2025
Divorce changes more than your day-to-day life—it also changes your estate plan. It’s important to understand how estate planning after divorce in North Carolina can protect your assets and your loved ones. As life moves forward, your documents should reflect your current wishes and relationships. At Clarity Legal Group®, we […]
Why Every Durham Homeowner Needs an Estate Plan—Even If You’re Not Retired Yet
0 Comments May 9, 2025
If you own a home in Durham, you likely already understand the value of long-term planning. But when it comes to your estate, many people think estate planning is something only retirees or very wealthy people need to worry about. The truth? If you’re a homeowner—no matter your age—having a […]
0 Comments May 9, 2025
If you own a home in Durham, you likely already understand the value of long-term planning. But when it comes to your estate, many people think estate planning is something only retirees or very wealthy people need to worry about. The truth? If you’re a homeowner—no matter your age—having a […]
Support for Unpaid Caregivers in North Carolina
0 Comments May 5, 2025
Across North Carolina, thousands of people care for aging parents, spouses, or loved ones with disabilities—without pay. If you’re one of them, finding reliable support for unpaid caregivers in North Carolina can make all the difference. Many people don’t think of themselves as caregivers. They simply see themselves as doing […]
0 Comments May 5, 2025
Across North Carolina, thousands of people care for aging parents, spouses, or loved ones with disabilities—without pay. If you’re one of them, finding reliable support for unpaid caregivers in North Carolina can make all the difference. Many people don’t think of themselves as caregivers. They simply see themselves as doing […]
Why the AAEPA Spring Summit Matters to Your Family’s Future
0 Comments May 1, 2025
At Clarity Legal Group, staying on the cutting edge of estate planning isn’t just a goal—it’s a promise. That’s why our attorneys are heading to Savannah, Georgia this week for the Spring Summit hosted by the American Academy of Estate Planning Attorneys (AAEPA). But what does this mean for you? […]
0 Comments May 1, 2025
At Clarity Legal Group, staying on the cutting edge of estate planning isn’t just a goal—it’s a promise. That’s why our attorneys are heading to Savannah, Georgia this week for the Spring Summit hosted by the American Academy of Estate Planning Attorneys (AAEPA). But what does this mean for you? […]
Common Estate Planning Mistakes and How to Avoid Them
0 Comments April 29, 2025
Estate planning is one of the most important steps you can take to protect your family, preserve your assets, and ensure your wishes are honored. Yet, many people put it off or make critical errors that can undermine even the best intentions. At Clarity Legal Group®, we help clients every […]
0 Comments April 29, 2025
Estate planning is one of the most important steps you can take to protect your family, preserve your assets, and ensure your wishes are honored. Yet, many people put it off or make critical errors that can undermine even the best intentions. At Clarity Legal Group®, we help clients every […]
Estate Planning for New Parents: Why It Matters and How to Get Started
0 Comments April 16, 2025
Becoming a parent transforms your life—and your responsibilities. Estate planning for new parents is one of the responsibilities that’s all-too-easy to put off… but the consequences of procrastination can be dire. In this short, easy-to-follow video, you’ll learn: This 2-minute video walks you through the basics in a clear, reassuring […]
0 Comments April 16, 2025
Becoming a parent transforms your life—and your responsibilities. Estate planning for new parents is one of the responsibilities that’s all-too-easy to put off… but the consequences of procrastination can be dire. In this short, easy-to-follow video, you’ll learn: This 2-minute video walks you through the basics in a clear, reassuring […]
Can You Decline to Serve as Executor in North Carolina?
0 Comments April 15, 2025
After the loss of a loved one, we sometimes meet with individuals who have been named as the “Executor” in a Will. This role carries great responsibility. The Executor is tasked with managing the estate of the person who has passed away, following the directions in their Will. It’s a […]
0 Comments April 15, 2025
After the loss of a loved one, we sometimes meet with individuals who have been named as the “Executor” in a Will. This role carries great responsibility. The Executor is tasked with managing the estate of the person who has passed away, following the directions in their Will. It’s a […]
Adult Inheritance Planning: Protecting Family Wealth & Avoiding Common Pitfalls
0 Comments April 4, 2025
Are your adult children prepared to handle their inheritance? In this educational video from Clarity Legal Group, we walk through the real-life risks and challenges adult children face when receiving an inheritance—and how proactive planning can help avoid unnecessary costs, court involvement, and conflict. If you’re looking to protect your […]
0 Comments April 4, 2025
Are your adult children prepared to handle their inheritance? In this educational video from Clarity Legal Group, we walk through the real-life risks and challenges adult children face when receiving an inheritance—and how proactive planning can help avoid unnecessary costs, court involvement, and conflict. If you’re looking to protect your […]
Understanding the North Carolina Medicaid Estate Recovery Program: What Families Need to Know
0 Comments April 3, 2025
Many of our clients include Medicaid planning as part of their estate plan. That’s because they understand the high cost of long-term care and want to prepare for the possibility of needing Medicaid during retirement. One key topic we always cover is the North Carolina Medicaid Estate Recovery Program (MERP). […]
0 Comments April 3, 2025
Many of our clients include Medicaid planning as part of their estate plan. That’s because they understand the high cost of long-term care and want to prepare for the possibility of needing Medicaid during retirement. One key topic we always cover is the North Carolina Medicaid Estate Recovery Program (MERP). […]
Is Your Adult Child Prepared to Inherit?
0 Comments April 1, 2025
Did you know that leaving a large inheritance outright to an adult child can sometimes do more harm than good? While we all hope our children will make wise financial decisions, the reality is that sudden wealth can create challenges—especially for young or financially inexperienced heirs. Without the right protections […]
0 Comments April 1, 2025
Did you know that leaving a large inheritance outright to an adult child can sometimes do more harm than good? While we all hope our children will make wise financial decisions, the reality is that sudden wealth can create challenges—especially for young or financially inexperienced heirs. Without the right protections […]
Estate Planning for New Parents: Protect Your Child’s Future
0 Comments March 31, 2025
Becoming a parent changes everything—your routines, your goals, and your deepest priorities. One responsibility that’s often overlooked, but critically important, is estate planning for new parents. It may not be at the top of your to-do list, but creating a plan now ensures your child is protected, no matter what […]
0 Comments March 31, 2025
Becoming a parent changes everything—your routines, your goals, and your deepest priorities. One responsibility that’s often overlooked, but critically important, is estate planning for new parents. It may not be at the top of your to-do list, but creating a plan now ensures your child is protected, no matter what […]
Ensuring Your Child’s Inheritance Stays in the Family
0 Comments March 27, 2025
How to Keep Your Child’s Inheritance in the Family Many parents want their legacy to support their children—and eventually, their grandchildren. But giving an inheritance outright can unintentionally put that goal at risk. At Clarity Legal Group, we help families protect what matters most. That includes making sure the assets […]
0 Comments March 27, 2025
How to Keep Your Child’s Inheritance in the Family Many parents want their legacy to support their children—and eventually, their grandchildren. But giving an inheritance outright can unintentionally put that goal at risk. At Clarity Legal Group, we help families protect what matters most. That includes making sure the assets […]
How Should a Beneficiary Respond to a Crummey Notice?
0 Comments March 18, 2025
What Is a Crummey Notice, and Why Did You Receive One? If you’re the beneficiary of a trust, you may receive a Crummey Notice when someone makes a contribution to the trust. Many people are unsure what this notice means, why they received it, or whether they need to take […]
0 Comments March 18, 2025
What Is a Crummey Notice, and Why Did You Receive One? If you’re the beneficiary of a trust, you may receive a Crummey Notice when someone makes a contribution to the trust. Many people are unsure what this notice means, why they received it, or whether they need to take […]
5 Things You Should Discuss with Your Family When Creating Your Estate Plan
0 Comments March 14, 2025
Estate planning isn’t just about deciding who inherits what—it’s an opportunity to have meaningful discussions with your family about your legacy, values, and long-term wishes. These conversations can prevent misunderstandings, strengthen relationships, and ensure your plans are honored. Here are five important topics to discuss when talking to family about […]
0 Comments March 14, 2025
Estate planning isn’t just about deciding who inherits what—it’s an opportunity to have meaningful discussions with your family about your legacy, values, and long-term wishes. These conversations can prevent misunderstandings, strengthen relationships, and ensure your plans are honored. Here are five important topics to discuss when talking to family about […]
5 Things an Heir Should Know About Probate and Inheritance in North Carolina
0 Comments March 7, 2025
Losing a loved one is never easy. Along with the emotional toll, you may also need to navigate the legal and financial responsibilities of administering their estate. If you’re an heir in North Carolina, it’s important to understand what to expect. Here are 5 things you should know about probate […]
0 Comments March 7, 2025
Losing a loved one is never easy. Along with the emotional toll, you may also need to navigate the legal and financial responsibilities of administering their estate. If you’re an heir in North Carolina, it’s important to understand what to expect. Here are 5 things you should know about probate […]
Planning for Aging Parents: Legal Steps You Should Take Now
0 Comments March 4, 2025
As your parents age, concerns about their health, finances, and long-term care can become overwhelming. Without proper planning, families often face legal and financial complications that could have been avoided. By taking proactive legal steps now, you can help your parents protect their assets, maintain independence, and ensure their wishes […]
0 Comments March 4, 2025
As your parents age, concerns about their health, finances, and long-term care can become overwhelming. Without proper planning, families often face legal and financial complications that could have been avoided. By taking proactive legal steps now, you can help your parents protect their assets, maintain independence, and ensure their wishes […]
How Much Discretion Does a Trustee Have?
0 Comments February 27, 2025
Understanding Trustee Discretion in Your Estate Plan Creating a thoughtful and well-rounded estate plan takes preparation. One key step is defining your estate planning goals. Many of those goals can be achieved with a trust, which is why trusts are a common part of many estate plans. If you’re considering […]
0 Comments February 27, 2025
Understanding Trustee Discretion in Your Estate Plan Creating a thoughtful and well-rounded estate plan takes preparation. One key step is defining your estate planning goals. Many of those goals can be achieved with a trust, which is why trusts are a common part of many estate plans. If you’re considering […]
How Does North Carolina Rank on Elder Abuse Protection?
0 Comments February 24, 2025
The population of older Americans is growing at a historic rate, making elder abuse prevention more critical than ever. As seniors face risks of abuse, neglect, and financial exploitation, states have taken steps to enhance protections. But how does North Carolina compare? A recent study suggests that North Carolina ranks […]
0 Comments February 24, 2025
The population of older Americans is growing at a historic rate, making elder abuse prevention more critical than ever. As seniors face risks of abuse, neglect, and financial exploitation, states have taken steps to enhance protections. But how does North Carolina compare? A recent study suggests that North Carolina ranks […]
Long-Term Care Insurance Denials: What Insurance Companies Don’t Want You to Know
0 Comments February 20, 2025
When you purchase long-term care insurance, you’re expecting financial security. You believe that when the time comes, your policy will cover the care you need. Here’s the problem: Insurance companies don’t stay profitable by paying out claims—they stay profitable by finding reasons to deny them. Every claim you file isn’t […]
0 Comments February 20, 2025
When you purchase long-term care insurance, you’re expecting financial security. You believe that when the time comes, your policy will cover the care you need. Here’s the problem: Insurance companies don’t stay profitable by paying out claims—they stay profitable by finding reasons to deny them. Every claim you file isn’t […]
Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap
0 Comments February 17, 2025
As we celebrate Black History Month, this is an opportunity to focus on strategies that can shape a more equitable future. One such strategy is estate planning—a powerful yet often overlooked tool in closing the racial wealth gap and preserving generational wealth. The Racial Wealth Gap: Why Estate Planning Matters […]
0 Comments February 17, 2025
As we celebrate Black History Month, this is an opportunity to focus on strategies that can shape a more equitable future. One such strategy is estate planning—a powerful yet often overlooked tool in closing the racial wealth gap and preserving generational wealth. The Racial Wealth Gap: Why Estate Planning Matters […]
5 Creative Ways to Share Your Love in Your Estate Plan
0 Comments February 12, 2025
Estate planning isn’t just about legal documents and asset distribution—it’s also a powerful way to share your love and care for the people who matter most. Thoughtful provisions in your estate plan can reflect your values, celebrate your relationships, and leave a meaningful legacy. Here are five creative and heartfelt […]
0 Comments February 12, 2025
Estate planning isn’t just about legal documents and asset distribution—it’s also a powerful way to share your love and care for the people who matter most. Thoughtful provisions in your estate plan can reflect your values, celebrate your relationships, and leave a meaningful legacy. Here are five creative and heartfelt […]
A Legacy of Love: Estate Planning for Grandparents
0 Comments February 11, 2025
For many, becoming a grandparent is one of life’s greatest joys. Beyond the cherished moments spent together, grandparents often wish to leave a meaningful financial legacy for their grandchildren. Thoughtful estate planning for grandchildren can help ensure that your assets benefit future generations in the ways you intend. This month, […]
0 Comments February 11, 2025
For many, becoming a grandparent is one of life’s greatest joys. Beyond the cherished moments spent together, grandparents often wish to leave a meaningful financial legacy for their grandchildren. Thoughtful estate planning for grandchildren can help ensure that your assets benefit future generations in the ways you intend. This month, […]
What Is a Letter of Intent? Why Every Parent Needs One
0 Comments February 6, 2025
When parents think about securing their children’s future, they often focus on wills or trusts. While these legal tools are vital, a Letter of Intent provides an additional layer of guidance and security. This document serves as a helpful guide for those caring for your children in your absence, clearly […]
0 Comments February 6, 2025
When parents think about securing their children’s future, they often focus on wills or trusts. While these legal tools are vital, a Letter of Intent provides an additional layer of guidance and security. This document serves as a helpful guide for those caring for your children in your absence, clearly […]
How Powers of Attorney and HIPAA Releases Protect Your Adult Children
0 Comments February 3, 2025
It’s 4:00 in the morning and you’re startled awake by the phone ringing. You answer groggily, “Hello.” The voice on the other end is every parent’s worst nightmare. “I’m calling from the hospital emergency department. Your son has been in a terrible accident.” In a daze of grief, fear, and […]
0 Comments February 3, 2025
It’s 4:00 in the morning and you’re startled awake by the phone ringing. You answer groggily, “Hello.” The voice on the other end is every parent’s worst nightmare. “I’m calling from the hospital emergency department. Your son has been in a terrible accident.” In a daze of grief, fear, and […]
Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now
0 Comments January 30, 2025
As a parent, one of your key jobs is to make sure your children are cared for in every situation. While we hope you’re never in a position where you can’t provide that care yourself, life is unpredictable. This is why having a legally sound guardianship plan for your minor […]
0 Comments January 30, 2025
As a parent, one of your key jobs is to make sure your children are cared for in every situation. While we hope you’re never in a position where you can’t provide that care yourself, life is unpredictable. This is why having a legally sound guardianship plan for your minor […]
How to Keep Your Estate Plan Up to Date when Life Changes
0 Comments January 27, 2025
Life is full of changes, and your estate plan should reflect them. Whether it’s a marriage, a new child, or retirement, significant life events can make updates to your estate plan essential. Not keeping your estate plan up to date as your life changes can cause problems. This might mean […]
0 Comments January 27, 2025
Life is full of changes, and your estate plan should reflect them. Whether it’s a marriage, a new child, or retirement, significant life events can make updates to your estate plan essential. Not keeping your estate plan up to date as your life changes can cause problems. This might mean […]
8 Common Estate Planning Mistakes and How to Avoid Them in 2025
0 Comments January 24, 2025
Estate planning is essential for protecting your assets and ensuring your wishes are honored. Unfortunately, even well-intentioned plans can fall short due to common errors. Here’s how to sidestep common estate planning mistakes and create a plan that works as intended. 1. Procrastination The Mistake: Many people delay creating or […]
0 Comments January 24, 2025
Estate planning is essential for protecting your assets and ensuring your wishes are honored. Unfortunately, even well-intentioned plans can fall short due to common errors. Here’s how to sidestep common estate planning mistakes and create a plan that works as intended. 1. Procrastination The Mistake: Many people delay creating or […]
3 Estate Planning Resolutions in 2025
0 Comments January 22, 2025
As we start a new year, it’s a great time to think about how your estate plan fits with your life and goals. A thoughtful estate plan is about more than documents—it’s about ensuring peace of mind for you and your loved ones. Here are three practical estate planning resolutions […]
0 Comments January 22, 2025
As we start a new year, it’s a great time to think about how your estate plan fits with your life and goals. A thoughtful estate plan is about more than documents—it’s about ensuring peace of mind for you and your loved ones. Here are three practical estate planning resolutions […]
Why Power of Attorney Documents Are Essential in 2025
0 Comments January 20, 2025
In just the first few weeks of this year, we’ve already seen a number of accidents and crimes that drive home the uncomfortable truth that we must plan for the unexpected. Whether due to illness, injury, or aging, you may face a time when you can no longer manage your […]
0 Comments January 20, 2025
In just the first few weeks of this year, we’ve already seen a number of accidents and crimes that drive home the uncomfortable truth that we must plan for the unexpected. Whether due to illness, injury, or aging, you may face a time when you can no longer manage your […]
5 Ways to Make Estate Planning Easy on Family
0 Comments January 16, 2025
Estate planning can feel overwhelming, but it doesn’t have to be. With thoughtful preparation and clear steps, you can simplify the process for your loved ones and reduce their stress when the time comes. Here are five practical strategies to make estate planning easy on family. Ensure your estate plan […]
0 Comments January 16, 2025
Estate planning can feel overwhelming, but it doesn’t have to be. With thoughtful preparation and clear steps, you can simplify the process for your loved ones and reduce their stress when the time comes. Here are five practical strategies to make estate planning easy on family. Ensure your estate plan […]
How to Protect Digital Assets in 2025
0 Comments January 14, 2025
Digital assets—like cryptocurrency, online banking accounts, and social media profiles—are a growing part of our daily lives. Yet, these assets often get overlooked in estate planning. Without proper planning, your loved ones could face challenges ranging from financial loss to legal disputes or identity theft. At Clarity Legal Group, we […]
0 Comments January 14, 2025
Digital assets—like cryptocurrency, online banking accounts, and social media profiles—are a growing part of our daily lives. Yet, these assets often get overlooked in estate planning. Without proper planning, your loved ones could face challenges ranging from financial loss to legal disputes or identity theft. At Clarity Legal Group, we […]
Eight Important Steps in Navigating Divorce and Estate Planning
0 Comments January 9, 2025
Divorce brings emotional, financial, legal and practical challenges. One area that requires immediate attention during this time is your estate plan. Consulting with an experienced estate planning attorney ensures your assets are protected, your wishes are honored, and your loved ones are provided for. The following steps are important for […]
0 Comments January 9, 2025
Divorce brings emotional, financial, legal and practical challenges. One area that requires immediate attention during this time is your estate plan. Consulting with an experienced estate planning attorney ensures your assets are protected, your wishes are honored, and your loved ones are provided for. The following steps are important for […]
Why This is the Perfect Year to Create or Update Your Estate Plan
0 Comments January 7, 2025
A new year symbolizes fresh starts and thinking ahead. If estate planning has been languishing on your to-do list and you keep putting it off, this is the perfect time to change that. Here’s why you want to think about estate planning in 2025: 1. Set Intentional Financial Goals A […]
0 Comments January 7, 2025
A new year symbolizes fresh starts and thinking ahead. If estate planning has been languishing on your to-do list and you keep putting it off, this is the perfect time to change that. Here’s why you want to think about estate planning in 2025: 1. Set Intentional Financial Goals A […]
Warren Buffett’s Down-to-Earth Estate Planning Advice
0 Comments January 6, 2025
A recent article from Forbes shares valuable insight into estate planning with thoughts from Warren Buffett. Renowned for his investment acumen, Warren Buffett’s estate planning advice will resonate with families of all wealth levels. His approach emphasizes transparency, fairness, and the responsible transfer of assets. Transparent Communication with Heirs Buffett […]
0 Comments January 6, 2025
A recent article from Forbes shares valuable insight into estate planning with thoughts from Warren Buffett. Renowned for his investment acumen, Warren Buffett’s estate planning advice will resonate with families of all wealth levels. His approach emphasizes transparency, fairness, and the responsible transfer of assets. Transparent Communication with Heirs Buffett […]
New Year, New Home, New Plan: A Free Luncheon to Secure Your Legacy
0 Comments January 2, 2025
Kick off 2025 with us at “New Year, New Home, New Plan: Solid Foundations for Real Estate and Estate Planning in 2025.” Join us for a free lunch and learn event hosted by Clarity Legal Group and Spotlight Realty. This special gathering is designed to help you align your real […]
0 Comments January 2, 2025
Kick off 2025 with us at “New Year, New Home, New Plan: Solid Foundations for Real Estate and Estate Planning in 2025.” Join us for a free lunch and learn event hosted by Clarity Legal Group and Spotlight Realty. This special gathering is designed to help you align your real […]
25 Estate Planning Myths to Leave Behind as We Welcome 2025
0 Comments December 30, 2024
Myth 1: Estate Planning is Only for the Wealthy Truth: Estate planning is essential for everyone, regardless of wealth. It ensures your wishes are honored and reduces family stress. Myth 2: A Will is All You Need Truth: A will doesn’t cover everything. Trusts, powers of attorney, and healthcare directives […]
0 Comments December 30, 2024
Myth 1: Estate Planning is Only for the Wealthy Truth: Estate planning is essential for everyone, regardless of wealth. It ensures your wishes are honored and reduces family stress. Myth 2: A Will is All You Need Truth: A will doesn’t cover everything. Trusts, powers of attorney, and healthcare directives […]
The Role of Trusts in Supporting Generational Holiday Traditions
0 Comments December 23, 2024
Family traditions make holidays special, creating memories passed down through generations. Trusts provide a practical and lasting way to ensure generational holiday traditions continue for years to come. What Are Trusts, and How Do They Work? Trusts are legal arrangements where a trustor places assets under the care of a […]
0 Comments December 23, 2024
Family traditions make holidays special, creating memories passed down through generations. Trusts provide a practical and lasting way to ensure generational holiday traditions continue for years to come. What Are Trusts, and How Do They Work? Trusts are legal arrangements where a trustor places assets under the care of a […]
Top 10 Estate Planning Lessons to Take to Heart as We Enter the New Year
0 Comments December 18, 2024
As the new year approaches, it’s the perfect time to reflect on lessons learned and make plans for the future. A comprehensive estate plan protects your loved ones, ensures your wishes are honored, and provides peace of mind. Here are the top estate planning lessons lessons to carry with you […]
0 Comments December 18, 2024
As the new year approaches, it’s the perfect time to reflect on lessons learned and make plans for the future. A comprehensive estate plan protects your loved ones, ensures your wishes are honored, and provides peace of mind. Here are the top estate planning lessons lessons to carry with you […]
Why Guardianship Provisions Are a Holiday Must-Have for Parents
0 Comments December 16, 2024
The holiday season is a time for togetherness, joy, and spending time with family. The holidays also often come with travel. If you’re planning to travel and don’t have guardianship provisions in place for your children, now is the time to do so. These legal safeguards ensure your children will […]
0 Comments December 16, 2024
The holiday season is a time for togetherness, joy, and spending time with family. The holidays also often come with travel. If you’re planning to travel and don’t have guardianship provisions in place for your children, now is the time to do so. These legal safeguards ensure your children will […]
Special Needs Trusts and the Holidays: Supporting Loved Ones Year-Round
0 Comments December 13, 2024
Why Special Needs Trusts Are Essential During the Holidays The holidays often show family dynamics and reveal planning gaps. These gaps might go unnoticed during busy daily life. When loved ones gather, they often talk about the future. They wonder what will happen as family members get older. They also […]
0 Comments December 13, 2024
Why Special Needs Trusts Are Essential During the Holidays The holidays often show family dynamics and reveal planning gaps. These gaps might go unnoticed during busy daily life. When loved ones gather, they often talk about the future. They wonder what will happen as family members get older. They also […]
Estate Planning For Beginners: An Action Plan for the New Year
0 Comments December 12, 2024
Starting your estate plan can feel daunting, but the New Year offers the perfect chance to take this meaningful step. Estate planning is about making sure your family is taken care of and your wishes are respected. You don’t need to have all the answers to get started. Our team […]
0 Comments December 12, 2024
Starting your estate plan can feel daunting, but the New Year offers the perfect chance to take this meaningful step. Estate planning is about making sure your family is taken care of and your wishes are respected. You don’t need to have all the answers to get started. Our team […]
Is Your Estate Plan Still Aligned with Your Goals?
0 Comments December 11, 2024
At Clarity Legal Group, we work closely with you to align your estate plan with your goals and meet your needs. We also know that even though we worked with you to craft a thoughtful plan, circumstances change. That’s why it’s important to review your estate plan regularly. This helps […]
0 Comments December 11, 2024
At Clarity Legal Group, we work closely with you to align your estate plan with your goals and meet your needs. We also know that even though we worked with you to craft a thoughtful plan, circumstances change. That’s why it’s important to review your estate plan regularly. This helps […]
Holiday Travel and Estate Planning: How to Prepare for the Unexpected
0 Comments December 9, 2024
The holidays are a time of joy, celebration, and travel for many families. Whether you’re driving across state lines or flying internationally, holiday travel comes with its share of excitement and adventure. But what happens if something unexpected disrupts your plans? This is where estate planning can provide peace of […]
0 Comments December 9, 2024
The holidays are a time of joy, celebration, and travel for many families. Whether you’re driving across state lines or flying internationally, holiday travel comes with its share of excitement and adventure. But what happens if something unexpected disrupts your plans? This is where estate planning can provide peace of […]
5 Essential Elements to Review in Your North Carolina Estate Plan Before the Year Ends
0 Comments December 4, 2024
As the year winds down, it’s a great time to reflect and plan. For homeowners and families in North Carolina, this includes ensuring your estate plan is in top shape. Regularly reviewing your plan protects your legacy and gives you peace of mind that your affairs are in order. Here […]
0 Comments December 4, 2024
As the year winds down, it’s a great time to reflect and plan. For homeowners and families in North Carolina, this includes ensuring your estate plan is in top shape. Regularly reviewing your plan protects your legacy and gives you peace of mind that your affairs are in order. Here […]
Benefits of Including a Living Will in Your North Carolina Estate Plan
0 Comments December 2, 2024
Estate planning is about more than distributing assets after your passing. A comprehensive plan also protects you during your lifetime. One key tool for achieving this is an advance directive, such as a Living Will. At Clarity Legal Group, we emphasize the importance of a Living Will to ensure your […]
0 Comments December 2, 2024
Estate planning is about more than distributing assets after your passing. A comprehensive plan also protects you during your lifetime. One key tool for achieving this is an advance directive, such as a Living Will. At Clarity Legal Group, we emphasize the importance of a Living Will to ensure your […]
Make a Charitable Impact This Holiday Season
0 Comments November 25, 2024
Why Consider Legacy Giving? The holiday season inspires generosity. Incorporating charitable giving into your estate plan is a meaningful way to give back. Legacy giving in North Carolina support causes you care about while offering financial benefits for you and your family. You can make a lasting impact and reduce […]
0 Comments November 25, 2024
Why Consider Legacy Giving? The holiday season inspires generosity. Incorporating charitable giving into your estate plan is a meaningful way to give back. Legacy giving in North Carolina support causes you care about while offering financial benefits for you and your family. You can make a lasting impact and reduce […]
Estate Planning for Caregivers
0 Comments November 20, 2024
More than 50 million people in the U.S. give unpaid care to their loved ones. Caregivers face special challenges that need careful planning. As National Family Caregivers Month honors their dedication, it’s an ideal time to highlight the importance of estate planning for caregivers. Tools like a Revocable Living Trust, […]
0 Comments November 20, 2024
More than 50 million people in the U.S. give unpaid care to their loved ones. Caregivers face special challenges that need careful planning. As National Family Caregivers Month honors their dedication, it’s an ideal time to highlight the importance of estate planning for caregivers. Tools like a Revocable Living Trust, […]
2 Estate Planning Conversations to Have with Your Family During Thanksgiving
0 Comments November 18, 2024
Thanksgiving is a time to reflect on gratitude and celebrate family. Discussions about estate planning may feel serious, but they are rooted in love and securing a lasting family legacy. Below, we outline two vital conversations to consider during the holiday season. 1. Share What You’ve Done to Plan for […]
0 Comments November 18, 2024
Thanksgiving is a time to reflect on gratitude and celebrate family. Discussions about estate planning may feel serious, but they are rooted in love and securing a lasting family legacy. Below, we outline two vital conversations to consider during the holiday season. 1. Share What You’ve Done to Plan for […]
Now is a Good Time for a Donor Advised Fund
0 Comments November 13, 2024
At Clarity Legal Group, we often help our clients preserve their legacies through charitable giving. One of the ways they can do this is with a Donor Advised Fund. My friend Tereina Stidd is the Director of Education at the American Academy of Estate Planning Attorneys. She has written a […]
0 Comments November 13, 2024
At Clarity Legal Group, we often help our clients preserve their legacies through charitable giving. One of the ways they can do this is with a Donor Advised Fund. My friend Tereina Stidd is the Director of Education at the American Academy of Estate Planning Attorneys. She has written a […]
Blog Post: Estate Planning for New Parents – Protecting Your Family’s Future
0 Comments November 11, 2024
Becoming a parent is one of life’s most joyous and transformative experiences. Alongside the late-night feedings and first giggles comes the immense responsibility of ensuring your child’s future is secure. Estate planning for new parents is an essential step that’s easy to overlook. Let’s explore why this matters and how […]
0 Comments November 11, 2024
Becoming a parent is one of life’s most joyous and transformative experiences. Alongside the late-night feedings and first giggles comes the immense responsibility of ensuring your child’s future is secure. Estate planning for new parents is an essential step that’s easy to overlook. Let’s explore why this matters and how […]
Top 10 Tips to Help You Pick the Right Nursing Homes in NC
0 Comments November 6, 2024
Choosing the right nursing home for a parent, grandparent, or loved one can feel overwhelming. It’s a tough decision that comes with significant emotional and practical challenges. At Clarity Legal Group, we understand how stressful this process can be. It is important to find a facility that meets your loved […]
0 Comments November 6, 2024
Choosing the right nursing home for a parent, grandparent, or loved one can feel overwhelming. It’s a tough decision that comes with significant emotional and practical challenges. At Clarity Legal Group, we understand how stressful this process can be. It is important to find a facility that meets your loved […]
Pumpkin Kisses and Harvest Wishes
0 Comments November 1, 2024
As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved ones. As the holiday season approaches, do something that will have a lasting impact on your family. Create a comprehensive Estate Plan. Make sure that you take the time to consult a qualified Estate Planning attorney who can provide advice regarding all the elements necessary to complete your plan.
0 Comments November 1, 2024
As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved ones. As the holiday season approaches, do something that will have a lasting impact on your family. Create a comprehensive Estate Plan. Make sure that you take the time to consult a qualified Estate Planning attorney who can provide advice regarding all the elements necessary to complete your plan.
The Corporate Transparency Act is Here. Are you ready?
0 Comments October 29, 2024
On January 1, 2024, the Corporate Transparency Act (CTA) came into effect. It ushers in new reporting obligations for those with beneficial ownership interests in business entities. The CTA affects groups like corporations and limited liability companies (LLCs). It requires them to report certain information to the Financial Crimes Enforcement […]
0 Comments October 29, 2024
On January 1, 2024, the Corporate Transparency Act (CTA) came into effect. It ushers in new reporting obligations for those with beneficial ownership interests in business entities. The CTA affects groups like corporations and limited liability companies (LLCs). It requires them to report certain information to the Financial Crimes Enforcement […]
How to Protect Older Loved Ones from Financial Exploitation
0 Comments October 28, 2024
Many families today are responsible for caring for aging parents, grandparents, or other elderly loved ones. It’s common to worry about the potential risks they face, including the serious threat of elder financial exploitation. Unfortunately, financial abuse targeting seniors is more widespread than many realize, often going unreported. To help […]
0 Comments October 28, 2024
Many families today are responsible for caring for aging parents, grandparents, or other elderly loved ones. It’s common to worry about the potential risks they face, including the serious threat of elder financial exploitation. Unfortunately, financial abuse targeting seniors is more widespread than many realize, often going unreported. To help […]
The Importance of Beneficiary Designations in Estate Planning
0 Comments October 24, 2024
When it comes to estate planning, most people focus on creating a will or setting up a trust. And with good reason—these are crucial elements of any estate plan. Beneficiary designations are an equally essential—and often overlooked—part of a comprehensive plan. Properly designating beneficiaries can ensure that your assets are […]
0 Comments October 24, 2024
When it comes to estate planning, most people focus on creating a will or setting up a trust. And with good reason—these are crucial elements of any estate plan. Beneficiary designations are an equally essential—and often overlooked—part of a comprehensive plan. Properly designating beneficiaries can ensure that your assets are […]
Can a Beneficiary Sell Their Interest in a Trust?
0 Comments October 22, 2024
Many clients are beneficiaries of a trust, which means they receive distributions now or in the future. If you’re in this situation, you might wonder if you can access the value of your trust benefits sooner. Let’s look at whether a beneficiary can sell their interest in a trust and […]
0 Comments October 22, 2024
Many clients are beneficiaries of a trust, which means they receive distributions now or in the future. If you’re in this situation, you might wonder if you can access the value of your trust benefits sooner. Let’s look at whether a beneficiary can sell their interest in a trust and […]
Who Needs a Special Needs Trust?
0 Comments October 16, 2024
When most people think of a Special Needs Trust (SNT), they picture a parent creating it for a child with a disability. While that’s a common use, these trusts provide financial protection and independence for many different situations. Whether you’re caring for an aging parent, supporting an adult sibling with […]
0 Comments October 16, 2024
When most people think of a Special Needs Trust (SNT), they picture a parent creating it for a child with a disability. While that’s a common use, these trusts provide financial protection and independence for many different situations. Whether you’re caring for an aging parent, supporting an adult sibling with […]
4 Things You Should Leave Out of a Revocable Living Trust
0 Comments October 7, 2024
A revocable living trust is an important estate planning tool. It helps make sure your assets are managed and given out as you want. It also avoids probate, providing more privacy and faster distribution to beneficiaries. However, not all assets belong in a revocable trust. Here are four things you […]
0 Comments October 7, 2024
A revocable living trust is an important estate planning tool. It helps make sure your assets are managed and given out as you want. It also avoids probate, providing more privacy and faster distribution to beneficiaries. However, not all assets belong in a revocable trust. Here are four things you […]
Who Needs a Revocable Living Trust?
0 Comments October 7, 2024
Navigating estate planning can be challenging. When considering a will vs a revocable living trust, there are many factors to weigh when it comes to best protecting your assets and heirs. In this article, we will look at who benefits from a revocable living trust. We will also show how […]
0 Comments October 7, 2024
Navigating estate planning can be challenging. When considering a will vs a revocable living trust, there are many factors to weigh when it comes to best protecting your assets and heirs. In this article, we will look at who benefits from a revocable living trust. We will also show how […]
Estate Planning: There’s Something Here for Everyone – Part II
0 Comments October 4, 2024
Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act and think that those documents alone constitute a complete Estate Plan that will protect their family. While the documents themselves represent a solid beginning, the documents don’t cover every asset or concern. A qualified Estate Planning attorney will consider all and provide advice regarding all the elements necessary for a complete Estate Plan.
0 Comments October 4, 2024
Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act and think that those documents alone constitute a complete Estate Plan that will protect their family. While the documents themselves represent a solid beginning, the documents don’t cover every asset or concern. A qualified Estate Planning attorney will consider all and provide advice regarding all the elements necessary for a complete Estate Plan.
Estate Planning: There’s Something Here for Everyone – Part I
0 Comments October 1, 2024
Despite knowing that they should have an estate plan, many individuals give excuses for failing to create an Estate Plan. They may rely upon advice from seemingly well-intentioned individuals that if they do not have a taxable estate, they don’t need a plan, or that each state has its own set of rules regarding distribution that gives assets to beneficiaries upon death. Some folks go so far as to suggest methods to avoid probate without truly considering the impact of those suggestions. This article explores the most commonly cited reasons for failing to create an Estate Plan and addresses the invalidity of these excuses.
0 Comments October 1, 2024
Despite knowing that they should have an estate plan, many individuals give excuses for failing to create an Estate Plan. They may rely upon advice from seemingly well-intentioned individuals that if they do not have a taxable estate, they don’t need a plan, or that each state has its own set of rules regarding distribution that gives assets to beneficiaries upon death. Some folks go so far as to suggest methods to avoid probate without truly considering the impact of those suggestions. This article explores the most commonly cited reasons for failing to create an Estate Plan and addresses the invalidity of these excuses.
How to File a Creditor Claim in North Carolina: A Guide to Recovering Debt from an Estate
0 Comments September 26, 2024
At Clarity Legal Group, we often counsel clients who are owed money by someone who has recently passed away. If you find yourself in this situation, you may be wondering how to recover your debt from the decedent’s estate. This typically involves filing a creditor claim in North Carolina during […]
0 Comments September 26, 2024
At Clarity Legal Group, we often counsel clients who are owed money by someone who has recently passed away. If you find yourself in this situation, you may be wondering how to recover your debt from the decedent’s estate. This typically involves filing a creditor claim in North Carolina during […]
Why a Living Trust Beats a Power of Attorney for Securing Your Legacy in the event of Incapacity
0 Comments September 25, 2024
When planning for your future, it’s important to ensure your affairs are handled smoothly if you become incapacitated and when you pass away. Effective planning is always calculated to avoid guardianship proceedings. These are one of the most undesirable outcomes any family can experience. As part of this planning, you […]
0 Comments September 25, 2024
When planning for your future, it’s important to ensure your affairs are handled smoothly if you become incapacitated and when you pass away. Effective planning is always calculated to avoid guardianship proceedings. These are one of the most undesirable outcomes any family can experience. As part of this planning, you […]
Understanding Annuities and Their Options for Passing Them On
0 Comments September 20, 2024
Annuities are a popular tool for providing a steady income in retirement, but what happens to them when the owner passes away? If you own an annuity, it’s essential to understand how the remaining funds or future payments can be passed on to your beneficiaries. This guide will break down […]
0 Comments September 20, 2024
Annuities are a popular tool for providing a steady income in retirement, but what happens to them when the owner passes away? If you own an annuity, it’s essential to understand how the remaining funds or future payments can be passed on to your beneficiaries. This guide will break down […]
Do You Qualify for Veterans Aid and Attendance Benefits?
0 Comments September 19, 2024
At Clarity Legal Group, we emphasize the importance of understanding and accessing all the benefits available to veterans and their families. One critical yet often overlooked benefit is the Veterans Aid & Attendance (VA&A) benefit. For veterans or their surviving spouses living on a fixed income, VA&A benefits can significantly […]
0 Comments September 19, 2024
At Clarity Legal Group, we emphasize the importance of understanding and accessing all the benefits available to veterans and their families. One critical yet often overlooked benefit is the Veterans Aid & Attendance (VA&A) benefit. For veterans or their surviving spouses living on a fixed income, VA&A benefits can significantly […]
Understanding the Power of a Durable Power of Attorney in NC
0 Comments September 16, 2024
A Power of Attorney (POA) is one of the most essential estate planning tools. At Clarity Legal Group, many of our clients either create a POA or are named as the Agent under one at some point in their lives. A General Power of Attorney provides broad authority to the […]
0 Comments September 16, 2024
A Power of Attorney (POA) is one of the most essential estate planning tools. At Clarity Legal Group, many of our clients either create a POA or are named as the Agent under one at some point in their lives. A General Power of Attorney provides broad authority to the […]
How to Choose the Executor When Creating Your Last Will and Testament
0 Comments September 9, 2024
When working with clients on their Last Will and Testament, we emphasize how critical it is to carefully select the person who will serve as your Executor. The Executor’s role is vital—they will oversee the probate process and ensure the terms of your Will are carried out after your passing. […]
0 Comments September 9, 2024
When working with clients on their Last Will and Testament, we emphasize how critical it is to carefully select the person who will serve as your Executor. The Executor’s role is vital—they will oversee the probate process and ensure the terms of your Will are carried out after your passing. […]
When Parents Die Without a Will: How to Settle Their Estate in NC
0 Comments September 5, 2024
When a parent passes away, the process of settling their estate can be daunting, especially if they didn’t leave a Last Will and Testament or a trust. In North Carolina, if your parent died without these documents, they are considered to have passed away "intestate," meaning their assets will be distributed according to state law. Here’s how you can navigate this challenging situation.
0 Comments September 5, 2024
When a parent passes away, the process of settling their estate can be daunting, especially if they didn’t leave a Last Will and Testament or a trust. In North Carolina, if your parent died without these documents, they are considered to have passed away "intestate," meaning their assets will be distributed according to state law. Here’s how you can navigate this challenging situation.
Navigating the Complexities of Specific Bequests in Estate Planning
0 Comments September 3, 2024
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results.
0 Comments September 3, 2024
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results.
An Estate Planning Lesson from the Murdochs
0 Comments August 29, 2024
Art often imitates life and the latest drama surrounding Rupert Murdoch demonstrates that. Most of the time, when an individual creates an irrevocable trust, they part with dominion and control over the assets, and it is difficult to change the terms. Not long ago, Rupert Murdoch filed a petition in Nevada probate court to change the terms of an irrevocable trust that was originally created in 1999.
0 Comments August 29, 2024
Art often imitates life and the latest drama surrounding Rupert Murdoch demonstrates that. Most of the time, when an individual creates an irrevocable trust, they part with dominion and control over the assets, and it is difficult to change the terms. Not long ago, Rupert Murdoch filed a petition in Nevada probate court to change the terms of an irrevocable trust that was originally created in 1999.
How to Protect Seniors from Identity Theft
0 Comments August 26, 2024
7 Essential Steps to Protect Seniors from Identity Theft Seniors are particularly vulnerable to identity theft due to their trusting nature, financial stability, and, at times, limited technological knowledge. Here are seven steps you can take to safeguard them: 1. Stay Informed About Common Scams Education is one of the […]
0 Comments August 26, 2024
7 Essential Steps to Protect Seniors from Identity Theft Seniors are particularly vulnerable to identity theft due to their trusting nature, financial stability, and, at times, limited technological knowledge. Here are seven steps you can take to safeguard them: 1. Stay Informed About Common Scams Education is one of the […]
Understanding Your Power of Attorney in NC
0 Comments August 22, 2024
Clarity Legal Group explains Power of Attorney in NC and shares common mistakes to watch out for when executing or using a Power of Attorney.
0 Comments August 22, 2024
Clarity Legal Group explains Power of Attorney in NC and shares common mistakes to watch out for when executing or using a Power of Attorney.
Top 5 Mistakes to Avoid If You Receive an Inheritance
0 Comments August 20, 2024
While the majority of my time is spent helping clients decide how they want to pass down an inheritance to loved ones, I also consult with clients who recently received an inheritance from someone else. While receiving an inheritance can be a life-changing event that secures your future with a […]
0 Comments August 20, 2024
While the majority of my time is spent helping clients decide how they want to pass down an inheritance to loved ones, I also consult with clients who recently received an inheritance from someone else. While receiving an inheritance can be a life-changing event that secures your future with a […]
Your Legacy: Beyond Estate Plans and Assets
0 Comments August 19, 2024
When people think about their legacy, they often focus on the material assets they’ll leave behind—property, investments, and financial resources. While these are important aspects of an estate plan, they don’t encompass the entirety of a person’s legacy. Your true legacy also includes your life story, the values you’ve upheld, […]
0 Comments August 19, 2024
When people think about their legacy, they often focus on the material assets they’ll leave behind—property, investments, and financial resources. While these are important aspects of an estate plan, they don’t encompass the entirety of a person’s legacy. Your true legacy also includes your life story, the values you’ve upheld, […]
8 Things Not to Include in a Special Needs Trust
0 Comments August 15, 2024
Creating a Special Needs Trust (SNT) is an essential step in ensuring the long-term care and financial security of a loved one with special needs. However, there are specific things that should never be included in such a trust. Missteps can lead to serious consequences, such as the loss of […]
0 Comments August 15, 2024
Creating a Special Needs Trust (SNT) is an essential step in ensuring the long-term care and financial security of a loved one with special needs. However, there are specific things that should never be included in such a trust. Missteps can lead to serious consequences, such as the loss of […]
Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
0 Comments August 15, 2024
In a recent high-profile case, the Cannon Mills family and Atrium Health found themselves in a legal battle over a $17 million trust fund. The dispute centered on who should inherit the trust after the death of the original heir, Charles Albert Cannon III. Resolved in North Carolina’s Business Court, […]
0 Comments August 15, 2024
In a recent high-profile case, the Cannon Mills family and Atrium Health found themselves in a legal battle over a $17 million trust fund. The dispute centered on who should inherit the trust after the death of the original heir, Charles Albert Cannon III. Resolved in North Carolina’s Business Court, […]
A Comprehensive View of Seniors Living in the United States
0 Comments August 13, 2024
The older population in America has grown dramatically in recent years and is expected to continue to grow exponentially in the years to come. Understanding the needs of America’s senior population has never been more important. The “2023 Profile of Older Americans” report, published by the Administration on Aging (AoA) […]
0 Comments August 13, 2024
The older population in America has grown dramatically in recent years and is expected to continue to grow exponentially in the years to come. Understanding the needs of America’s senior population has never been more important. The “2023 Profile of Older Americans” report, published by the Administration on Aging (AoA) […]
Naming a Guardian for Your Minor Children in Your Estate Plan
0 Comments August 8, 2024
Many of my clients are parents of minor children. For these clients, I stress the importance of planning for the possibility that they may not be around to care for their minor children. While it is a difficult thing to consider, planning for the possibility is crucial if you are […]
0 Comments August 8, 2024
Many of my clients are parents of minor children. For these clients, I stress the importance of planning for the possibility that they may not be around to care for their minor children. While it is a difficult thing to consider, planning for the possibility is crucial if you are […]
Top 10 Estate Planning Tips for Parents with Young Children
0 Comments August 6, 2024
Estate planning is important for every adult, but it becomes essential for parents with young children. A well-drafted estate plan protects your children if anything happens to you. Collaborating with an experienced estate planning attorney is the best way to create or update your plan to provide for your children […]
0 Comments August 6, 2024
Estate planning is important for every adult, but it becomes essential for parents with young children. A well-drafted estate plan protects your children if anything happens to you. Collaborating with an experienced estate planning attorney is the best way to create or update your plan to provide for your children […]
Navigating Nursing Home Planning in North Carolina: A Comprehensive Guide
0 Comments February 23, 2024
For my clients who are navigating the complex landscape of long-term care options, I stress the importance of planning ahead. Clients are best able to ensure that their loved ones are cared for through careful long-term planning. I would like to share some tips to assist you and your loved […]
0 Comments February 23, 2024
For my clients who are navigating the complex landscape of long-term care options, I stress the importance of planning ahead. Clients are best able to ensure that their loved ones are cared for through careful long-term planning. I would like to share some tips to assist you and your loved […]
What is an Intestate Estate and Why You Want to Avoid It
0 Comments February 15, 2024
The choice as to how someone’s hard earned wealth is distributed after their death is one of the most basic foundations of estate planning. Getting this right involves more than just the documents. At Clarity Legal Group, we work with clients to make sure that their plan documents not only […]
0 Comments February 15, 2024
The choice as to how someone’s hard earned wealth is distributed after their death is one of the most basic foundations of estate planning. Getting this right involves more than just the documents. At Clarity Legal Group, we work with clients to make sure that their plan documents not only […]
What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning
0 Comments January 1, 2024
Some of my favorite blog topics come from headlines. In this week’s edition, we explore the fate of fortune that resulted from the 1990 discovery of a Tyrannosaurus Rex skeleton. The family made a modest fortune from the sale of the skeleton. In a tale as old as time, now that both the parents have died, the children are fighting over the family fortune. It’s unclear whether the fight itself or the fact it could have been avoided is more unfortunate.
0 Comments January 1, 2024
Some of my favorite blog topics come from headlines. In this week’s edition, we explore the fate of fortune that resulted from the 1990 discovery of a Tyrannosaurus Rex skeleton. The family made a modest fortune from the sale of the skeleton. In a tale as old as time, now that both the parents have died, the children are fighting over the family fortune. It’s unclear whether the fight itself or the fact it could have been avoided is more unfortunate.
Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?
0 Comments December 5, 2023
For my clients who own a small business, I always stress the importance of incorporating a business succession planning component into their overall estate plan. Once of the most importance aspects of that plan should be a roadmap for how the business will be passed down to the next generation […]
0 Comments December 5, 2023
For my clients who own a small business, I always stress the importance of incorporating a business succession planning component into their overall estate plan. Once of the most importance aspects of that plan should be a roadmap for how the business will be passed down to the next generation […]
Understanding Assisted Living in North Carolina
0 Comments December 5, 2023
For some of my older clients or clients providing care to older family members, there comes a time when consideration must be given to moving out of their home. Sometimes, the need for the level of care only offered at a nursing home makes decisions straightforward; however, if nursing home […]
0 Comments December 5, 2023
For some of my older clients or clients providing care to older family members, there comes a time when consideration must be given to moving out of their home. Sometimes, the need for the level of care only offered at a nursing home makes decisions straightforward; however, if nursing home […]
10 Estate Planning Tips to Help You Create a Successful Plan
0 Comments July 11, 2023
At Clarity Legal Group, we’ve guided thousands of North Carolina families through the estate planning process. One thing we’ve learned: many people feel overwhelmed at the start. That uncertainty often leads to delay—and unfortunately, delay can lead to missed opportunities and difficult consequences for your loved ones. To help you […]
0 Comments July 11, 2023
At Clarity Legal Group, we’ve guided thousands of North Carolina families through the estate planning process. One thing we’ve learned: many people feel overwhelmed at the start. That uncertainty often leads to delay—and unfortunately, delay can lead to missed opportunities and difficult consequences for your loved ones. To help you […]
Spousal Elective Share in North Carolina Explained
0 Comments June 29, 2023
When I work with married clients, many of them choose to create reciprocal estate plans, meaning the spouse’s individual estate plans effectively mirror each other. These estate plans usually call for the entire estate of one spouse to be transferred to the surviving spouse upon death. Sometimes, however, I work […]
0 Comments June 29, 2023
When I work with married clients, many of them choose to create reciprocal estate plans, meaning the spouse’s individual estate plans effectively mirror each other. These estate plans usually call for the entire estate of one spouse to be transferred to the surviving spouse upon death. Sometimes, however, I work […]
North Carolina Probate Checklist
0 Comments June 28, 2023
I frequently have clients who recently lost a loved one and who find themselves in the position of needing to oversee the administration of the decedent’s estate. Handling the probate of an estate while simultaneously grieving the loss of a loved one can be difficult. I strongly urge my clients […]
0 Comments June 28, 2023
I frequently have clients who recently lost a loved one and who find themselves in the position of needing to oversee the administration of the decedent’s estate. Handling the probate of an estate while simultaneously grieving the loss of a loved one can be difficult. I strongly urge my clients […]
4 Ways to Avoid Estate Taxes
0 Comments June 28, 2023
For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave behind if you do not proactively take steps to avoid paying taxes. While it is not always possible to completely avoid paying gift and estate […]
0 Comments June 28, 2023
For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave behind if you do not proactively take steps to avoid paying taxes. While it is not always possible to completely avoid paying gift and estate […]
How to Pass Down Real Estate in Your Estate Plan
0 Comments June 28, 2023
When I meet with estate planning clients, I try to spend a significant amount of time discussing the types of assets they own and wish to pass down within their estate plans. The reason for this is simple. The type of asset you want to pass down will directly impact […]
0 Comments June 28, 2023
When I meet with estate planning clients, I try to spend a significant amount of time discussing the types of assets they own and wish to pass down within their estate plans. The reason for this is simple. The type of asset you want to pass down will directly impact […]
What Are the Benefits of Appointing a Professional Trustee?
0 Comments June 28, 2023
Many of my clients choose to incorporate a trust agreement into their estate plans. One of the most important decisions they must make when creating a trust is who to appoint as the Trustee of the trust. When you create a trust, you can appoint anyone you want to be […]
0 Comments June 28, 2023
Many of my clients choose to incorporate a trust agreement into their estate plans. One of the most important decisions they must make when creating a trust is who to appoint as the Trustee of the trust. When you create a trust, you can appoint anyone you want to be […]
Why Liquidity Is Important Within Your Estate Plan
0 Comments May 15, 2023
When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing they often overlook is the importance of having sufficient liquid assets in their estate at the time they die. To make sure you do not make this common […]
0 Comments May 15, 2023
When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing they often overlook is the importance of having sufficient liquid assets in their estate at the time they die. To make sure you do not make this common […]
What Are the Drawbacks to Creating an ABLE Account?
0 Comments May 15, 2023
For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a special needs trust and/or setting up an ABLE Account. While an ABLE Account offers several important benefits, there are also some things worth considering when opening […]
0 Comments May 15, 2023
For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a special needs trust and/or setting up an ABLE Account. While an ABLE Account offers several important benefits, there are also some things worth considering when opening […]
What Is an ABLE Account?
0 Comments May 5, 2023
Many of my clients are the parents or grandparents of a child with special needs. For these clients, I stress the importance of incorporating a special needs planning component into their comprehensive estate plan. While every special needs plan should be uniquely tailored to the needs of the client, a […]
0 Comments May 5, 2023
Many of my clients are the parents or grandparents of a child with special needs. For these clients, I stress the importance of incorporating a special needs planning component into their comprehensive estate plan. While every special needs plan should be uniquely tailored to the needs of the client, a […]
The Joy in Joint Trusts
0 Comments May 1, 2023
Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the trust and the importance of seeking qualified counsel upon the death of the first spouse to ensure that the trust administration runs smoothly. A recent Michigan case highlights what happens when the surviving spouse fails to do that or simply ignores the terms of the trust altogether.
0 Comments May 1, 2023
Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the trust and the importance of seeking qualified counsel upon the death of the first spouse to ensure that the trust administration runs smoothly. A recent Michigan case highlights what happens when the surviving spouse fails to do that or simply ignores the terms of the trust altogether.
What Is the Medicaid “Spend Down” Requirement?
0 Comments March 20, 2023
Anticipating the very real possibility of the need for long-term care is something I urge my clients to consider when creating or updating their estate plans. For many clients, this means including a Medicaid planning component in their estate plan. One reason for this is to avoid the Medicaid spend […]
0 Comments March 20, 2023
Anticipating the very real possibility of the need for long-term care is something I urge my clients to consider when creating or updating their estate plans. For many clients, this means including a Medicaid planning component in their estate plan. One reason for this is to avoid the Medicaid spend […]
What Is the Medicaid “Look-Back” Provision?
0 Comments March 6, 2023
You may make it to your retirement years without ever needing to qualify for Medicaid because you were fortunate enough to be covered by employer-sponsored or privately purchased health insurance. The likelihood that you will need to qualify for Medicaid increases substantially, however, when you reach your retirement years because […]
0 Comments March 6, 2023
You may make it to your retirement years without ever needing to qualify for Medicaid because you were fortunate enough to be covered by employer-sponsored or privately purchased health insurance. The likelihood that you will need to qualify for Medicaid increases substantially, however, when you reach your retirement years because […]
How Do I Discuss Estate Planning with My Aging Parents?
0 Comments February 22, 2023
Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental and/or physical deterioration that accompanies the natural aging process. When a parent’s aging makes them vulnerable, a role reversal often occurs. The parent becomes at least […]
0 Comments February 22, 2023
Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental and/or physical deterioration that accompanies the natural aging process. When a parent’s aging makes them vulnerable, a role reversal often occurs. The parent becomes at least […]
Digital Estate Planning Checklist
0 Comments February 14, 2023
As part of the estate planning process, I encourage clients to create written lists of all assets they own. In today’s electronic world, I sometimes need to remind clients that “assets” include digital assets. Despite living in a digital world, people frequently fail to recognize and include digital assets in […]
0 Comments February 14, 2023
As part of the estate planning process, I encourage clients to create written lists of all assets they own. In today’s electronic world, I sometimes need to remind clients that “assets” include digital assets. Despite living in a digital world, people frequently fail to recognize and include digital assets in […]
Choosing a Caregiver – Is Family Always the Best Option?
0 Comments October 4, 2022
Most of the time the choice of using a family member as caregiver is treated as obvious. After all, the two most important considerations for most people making this choice is the quality of care and the cost of care. Our loved ones are going to treat us like family
0 Comments October 4, 2022
Most of the time the choice of using a family member as caregiver is treated as obvious. After all, the two most important considerations for most people making this choice is the quality of care and the cost of care. Our loved ones are going to treat us like family
How Do I Trust Thee…Part III
0 Comments August 11, 2022
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an institution to serve as trustee. This article provides a framework for clients considering naming an institutional trustee.
0 Comments August 11, 2022
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an institution to serve as trustee. This article provides a framework for clients considering naming an institutional trustee.
How Do I Trust Thee…Part II
0 Comments August 9, 2022
When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary positions. If a client sets up an irrevocable trust during life, the client may prefer to serve as trustee instead of naming a third party. Serving as trustee gives comfort to the trustor that they maintain a level of control over the assets transferred to the irrevocable trust; however, depending upon the provisions of the trust, naming a trustor as trustee of an irrevocable trust could defeat the intended tax consequences. This article explores what powers a trustor should avoid serving as a trustee of an irrevocable trust.
0 Comments August 9, 2022
When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary positions. If a client sets up an irrevocable trust during life, the client may prefer to serve as trustee instead of naming a third party. Serving as trustee gives comfort to the trustor that they maintain a level of control over the assets transferred to the irrevocable trust; however, depending upon the provisions of the trust, naming a trustor as trustee of an irrevocable trust could defeat the intended tax consequences. This article explores what powers a trustor should avoid serving as a trustee of an irrevocable trust.
You will always want professional help when it comes to filing Estate Tax returns.
0 Comments August 2, 2022
I frequently begin a consultation estate taxes with the phrase “I’ve got great news”. That’s because only the wealthiest fraction of one percent of the population will owe any estate taxes under the current laws. For decades, the estate tax laws have been built around the concept of an estate […]
0 Comments August 2, 2022
I frequently begin a consultation estate taxes with the phrase “I’ve got great news”. That’s because only the wealthiest fraction of one percent of the population will owe any estate taxes under the current laws. For decades, the estate tax laws have been built around the concept of an estate […]
Grandparents and Gifting: Using a Living Trust
0 Comments July 19, 2022
I’ve heard it said that being a grandparent can be an exceptional gig. If you are fortunate enough to be a grandparent, you understand the joy a grandchild brings into your life. Becoming a grandparent is one of the events that the professionals of Clarity Legal Group identify as a […]
0 Comments July 19, 2022
I’ve heard it said that being a grandparent can be an exceptional gig. If you are fortunate enough to be a grandparent, you understand the joy a grandchild brings into your life. Becoming a grandparent is one of the events that the professionals of Clarity Legal Group identify as a […]
What to Do after an Alzheimer’s Diagnosis
0 Comments July 12, 2022
An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and may take some time to accept. At Clarity Legal Group all of our clients are advised and encouraged to come see us to review their planning when they get any kind of health diagnosis that […]
0 Comments July 12, 2022
An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and may take some time to accept. At Clarity Legal Group all of our clients are advised and encouraged to come see us to review their planning when they get any kind of health diagnosis that […]
Using Entities in Estate Planning
0 Comments July 7, 2022
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.
0 Comments July 7, 2022
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.
Can I Be Liable for Mistakes I Make as a Trustee?
0 Comments July 5, 2022
In my last post I discussed the fact that you are not obliged to serve as a Trustee just because you are appointed. One of the reasons you might choose not to serve is the risk of liability for errors you might make. If you are serving as Trustee of […]
0 Comments July 5, 2022
In my last post I discussed the fact that you are not obliged to serve as a Trustee just because you are appointed. One of the reasons you might choose not to serve is the risk of liability for errors you might make. If you are serving as Trustee of […]
How Do I Trust Thee…Part I
0 Comments July 1, 2022
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after their death. While Estate Planning documents are effective once signed, they often contain provisions regarding what will happen upon the trustor’s death. Because of the application years in advance, the choice of who will serve as trustee often vexes clients. They need to make this decision years in advance of the time that the individual will serve and as we know, circumstances change. This article examines the various considerations that should be made when naming a trustee.
0 Comments July 1, 2022
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after their death. While Estate Planning documents are effective once signed, they often contain provisions regarding what will happen upon the trustor’s death. Because of the application years in advance, the choice of who will serve as trustee often vexes clients. They need to make this decision years in advance of the time that the individual will serve and as we know, circumstances change. This article examines the various considerations that should be made when naming a trustee.
How Do I Title Thee…Part II
0 Comments July 1, 2022
We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of each. The second is determining which form of ownership best accomplishes the goals of the client.
0 Comments July 1, 2022
We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of each. The second is determining which form of ownership best accomplishes the goals of the client.
Do I Have to Accept the Job of Trustee?
0 Comments June 30, 2022
When it comes time to administer a trust, the person appointed as the Trustee is responsible for doing so. I am sometimes surprised to have a client tell me they had no idea they were appointed to be the Trustee of a trust. They’ve come to me to seek our […]
0 Comments June 30, 2022
When it comes time to administer a trust, the person appointed as the Trustee is responsible for doing so. I am sometimes surprised to have a client tell me they had no idea they were appointed to be the Trustee of a trust. They’ve come to me to seek our […]
Estate Planning is part of a Life Well Lived, Regardless of Marital Status.
0 Comments June 28, 2022
I have a significant number of people ask me why they would need an estate plan as a single adult. This is because there is a common misperception that an estate plan does not become necessary until you marry and/or become a parent. To make sure you do not fall […]
0 Comments June 28, 2022
I have a significant number of people ask me why they would need an estate plan as a single adult. This is because there is a common misperception that an estate plan does not become necessary until you marry and/or become a parent. To make sure you do not fall […]
The Kiddie Tax is No Child’s Game
0 Comments June 25, 2022
If you set up a trust or other investment vehicle for your child, that child could incur taxes at a rate much higher than anticipated. The Kiddie Tax was enacted to prevent parents from transferring investments to the name of their child or children to take advantage of that child’s lower tax rate. Read on to learn more.
0 Comments June 25, 2022
If you set up a trust or other investment vehicle for your child, that child could incur taxes at a rate much higher than anticipated. The Kiddie Tax was enacted to prevent parents from transferring investments to the name of their child or children to take advantage of that child’s lower tax rate. Read on to learn more.
What Is the Medicaid Waiting Period?
0 Comments June 21, 2022
Many of our older clients are unfamiliar with the eligibility requirements and participant benefits of the Medicaid program because they enjoyed employer-sponsored or privately purchased long-term care insurance during their working years. Those who have not will either have the family resources to self-pay for long-term care or may suddenly […]
0 Comments June 21, 2022
Many of our older clients are unfamiliar with the eligibility requirements and participant benefits of the Medicaid program because they enjoyed employer-sponsored or privately purchased long-term care insurance during their working years. Those who have not will either have the family resources to self-pay for long-term care or may suddenly […]
Solutions When Siblings Cannot Agree on Medical Care for A Parent
0 Comments June 16, 2022
I spent twenty years of my legal career as a part time Mediator of civil court disputes in North Carolina Superior Court. I can’t say I enjoyed every mediation, but I can say I learned a lot in this process which informs my work with families undergoing the stress of […]
0 Comments June 16, 2022
I spent twenty years of my legal career as a part time Mediator of civil court disputes in North Carolina Superior Court. I can’t say I enjoyed every mediation, but I can say I learned a lot in this process which informs my work with families undergoing the stress of […]
How Do I Title Thee…Part 1
0 Comments June 14, 2022
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan.
0 Comments June 14, 2022
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan.
How Can an Estate Planning Attorney Help Me?
0 Comments April 26, 2022
You undoubtedly know that an estate planning attorney can help you create your estate planning documents, however, estate planning — at least competent and comprehensive estate planning — has never been all about the legal documents. May people I speak with are unaware of the numerous other components of the […]
0 Comments April 26, 2022
You undoubtedly know that an estate planning attorney can help you create your estate planning documents, however, estate planning — at least competent and comprehensive estate planning — has never been all about the legal documents. May people I speak with are unaware of the numerous other components of the […]
What Everyone Should Know about the New FDIC Regulations
0 Comments March 26, 2022
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application.
0 Comments March 26, 2022
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application.
What You Do Not Know about Estate Planning Could Hurt You
0 Comments March 8, 2022
Initially, the concept of estate planning is a mystery for many of my clients. That is completely understandable given how many different elements there are to an effective estate plan. Effective planning includes consideration of law of trusts and estates, tax law, asset protection laws, an understanding of the probate […]
0 Comments March 8, 2022
Initially, the concept of estate planning is a mystery for many of my clients. That is completely understandable given how many different elements there are to an effective estate plan. Effective planning includes consideration of law of trusts and estates, tax law, asset protection laws, an understanding of the probate […]
5 Reasons to Use a Living Trust to Distribute Your Estate
0 Comments February 1, 2022
Quite a few of my clients come to see me with a set of older documents which have a Will as the main legal document for managing their affairs at death. They have heard about Living Trusts and are wondering if planning with a trust would be the right thing […]
0 Comments February 1, 2022
Quite a few of my clients come to see me with a set of older documents which have a Will as the main legal document for managing their affairs at death. They have heard about Living Trusts and are wondering if planning with a trust would be the right thing […]
How Do I Include Intellectual Property into My Estate Plan?
0 Comments January 11, 2022
The estate you leave behind after your death consists of all real and personal property as well as tangible and intangible assets owned by you, or in which you share an ownership interest. For most of my clients, that includes common assets such as a home, vehicles, investment accounts, and […]
0 Comments January 11, 2022
The estate you leave behind after your death consists of all real and personal property as well as tangible and intangible assets owned by you, or in which you share an ownership interest. For most of my clients, that includes common assets such as a home, vehicles, investment accounts, and […]
A Living Trust can significantly reduce costs of Administration.
0 Comments August 24, 2021
A living trust is among the most common additions to a typical estate plan. One reason for this is that a living trust can be used to further a variety of estate planning goals, including probate avoidance, incapacity planning, and asset protection for spouses, children and others who might inherit […]
0 Comments August 24, 2021
A living trust is among the most common additions to a typical estate plan. One reason for this is that a living trust can be used to further a variety of estate planning goals, including probate avoidance, incapacity planning, and asset protection for spouses, children and others who might inherit […]
A Living Will brings Clarity to your Estate Plan.
0 Comments August 19, 2021
I stress to clients that a comprehensive estate plan should do more than focus on what happens after they are gone. In fact, a successful estate plan should contemplate planning for your possible incapacity as much as for your death. I’ve spent more than twenty-five years of my legal career […]
0 Comments August 19, 2021
I stress to clients that a comprehensive estate plan should do more than focus on what happens after they are gone. In fact, a successful estate plan should contemplate planning for your possible incapacity as much as for your death. I’ve spent more than twenty-five years of my legal career […]
Tax Reporting with Trusts
0 Comments August 17, 2021
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Nongrantor trusts are trusts which are not grantor trusts. But, what is the tax reporting for grantor and nongrantor trusts? Read on to learn more.
0 Comments August 17, 2021
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Nongrantor trusts are trusts which are not grantor trusts. But, what is the tax reporting for grantor and nongrantor trusts? Read on to learn more.
Taxation of Nongrantor Trusts
0 Comments August 12, 2021
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor trust rules. Such a trust must file its own tax return and the income of the trust would be taxed to it, unless distributed. Read on to learn more.
0 Comments August 12, 2021
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor trust rules. Such a trust must file its own tax return and the income of the trust would be taxed to it, unless distributed. Read on to learn more.
Advantages of Using a “Grantor Trust” in Planning
0 Comments August 10, 2021
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Grantor trusts can be quite useful in tax planning. Read on to learn more.
0 Comments August 10, 2021
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Grantor trusts can be quite useful in tax planning. Read on to learn more.
Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
0 Comments August 3, 2021
Given the high cost of nursing home care, I often discuss with clients how to protect and manage their estates in the face of this risk. Some clients may need to count on Medicaid to help cover those expenses at some point. The plain fact is that qualifying for Medicaid […]
0 Comments August 3, 2021
Given the high cost of nursing home care, I often discuss with clients how to protect and manage their estates in the face of this risk. Some clients may need to count on Medicaid to help cover those expenses at some point. The plain fact is that qualifying for Medicaid […]
Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?
0 Comments May 29, 2021
At Clarity Legal Group, our clients often choose to incorporate one or more trusts into their estate plan. Although each trust agreement is uniquely tailored to the needs of the Settlor (the trust creator), one thing all trusts have in common is the need to appoint a Trustee to oversee […]
0 Comments May 29, 2021
At Clarity Legal Group, our clients often choose to incorporate one or more trusts into their estate plan. Although each trust agreement is uniquely tailored to the needs of the Settlor (the trust creator), one thing all trusts have in common is the need to appoint a Trustee to oversee […]
What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
0 Comments April 22, 2021
The loss of a spouse is one of the most emotional experiences you might go through. Most people naturally understand there is the “business” of dealing with their spouse’s estate, but thinking about updating their own estate plan is often not on their agenda. It turns out that their are […]
0 Comments April 22, 2021
The loss of a spouse is one of the most emotional experiences you might go through. Most people naturally understand there is the “business” of dealing with their spouse’s estate, but thinking about updating their own estate plan is often not on their agenda. It turns out that their are […]
How implementing a Living Trust helps you get planning right.
0 Comments March 25, 2021
Clients often ask me what estate planning documents they will need beyond a Last Will and Testament. While no two plans are the same, I frequently suggest adding a revocable living trust to a comprehensive estate plan. Understanding how a trust might fit into your planning should help you get […]
0 Comments March 25, 2021
Clients often ask me what estate planning documents they will need beyond a Last Will and Testament. While no two plans are the same, I frequently suggest adding a revocable living trust to a comprehensive estate plan. Understanding how a trust might fit into your planning should help you get […]
Understanding Your Life Insurance Options
0 Comments March 23, 2021
I find that for many of my clients, life insurance sometimes plays an integral role within their estate plan. Exactly which role a life insurance policy will play, however, depends on a variety of factors. In order to know how life insurance fits into your estate plan, you need to […]
0 Comments March 23, 2021
I find that for many of my clients, life insurance sometimes plays an integral role within their estate plan. Exactly which role a life insurance policy will play, however, depends on a variety of factors. In order to know how life insurance fits into your estate plan, you need to […]
The Ultimate Caregiver Guide
0 Comments March 18, 2021
Thirty years ago, I could never have imagined that I would find myself advising so many people about planning for their long term care or serving in the role of caregiver for a family member or friend. Yet, as Clarity Legal Group® has developed, caregiving has become one of the […]
0 Comments March 18, 2021
Thirty years ago, I could never have imagined that I would find myself advising so many people about planning for their long term care or serving in the role of caregiver for a family member or friend. Yet, as Clarity Legal Group® has developed, caregiving has become one of the […]
How to Pick the Best Person to Administer Your Estate
0 Comments March 16, 2021
I’ve got a pretty short and simple post today on a basic question I think people don’t think enough about. People tend to focus on the division of their estate, but make assumptions about who will administer their estate after they are gone. Deciding who to appoint as your Executor […]
0 Comments March 16, 2021
I’ve got a pretty short and simple post today on a basic question I think people don’t think enough about. People tend to focus on the division of their estate, but make assumptions about who will administer their estate after they are gone. Deciding who to appoint as your Executor […]
Getting Estate Planning Right: Who Decides If I Am “Incapacitated?”
0 Comments March 11, 2021
When people find out that I am estate planning attorney I sometimes get the reaction that I am a tax attorney. Tax planning is an important part of estate planning, and it has implications in multiple places in the planning world, but it is not the core of estate planning. […]
0 Comments March 11, 2021
When people find out that I am estate planning attorney I sometimes get the reaction that I am a tax attorney. Tax planning is an important part of estate planning, and it has implications in multiple places in the planning world, but it is not the core of estate planning. […]
How to Protect your Loved Ones Needing Care: Questions to Ask When Choosing a Long-Term Care Facility
0 Comments March 9, 2021
I imagine most people agree with me that the last place they want to find themselves is resident at a skilled nursing facility. When someone gets to the point that they need this level of care, their perspective sometimes changes, as they are faced with the reality that their continued […]
0 Comments March 9, 2021
I imagine most people agree with me that the last place they want to find themselves is resident at a skilled nursing facility. When someone gets to the point that they need this level of care, their perspective sometimes changes, as they are faced with the reality that their continued […]
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
0 Comments March 6, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.
0 Comments March 6, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.
Beneficiary Designations and the SECURE Act: Prior Designations
0 Comments March 4, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
0 Comments March 4, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
Beneficiary Designations and the SECURE Act Basics
0 Comments March 2, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
0 Comments March 2, 2021
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
Getting it right when Disinheriting an Heir
0 Comments February 23, 2021
Occasionally I work with an estate planning client who wants to disinherit an heir. They’ve heard there is a trick to doing this correctly — and there is, but often not for the reason people expect. The truth is, in North Carolina, no one has a right to inherit anything […]
0 Comments February 23, 2021
Occasionally I work with an estate planning client who wants to disinherit an heir. They’ve heard there is a trick to doing this correctly — and there is, but often not for the reason people expect. The truth is, in North Carolina, no one has a right to inherit anything […]
Asserting Control and Exercising Care over Multigenerational Wealth
0 Comments February 18, 2021
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more.
0 Comments February 18, 2021
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more.
Are You and Your Parents Safe from Financial Predators?
0 Comments February 16, 2021
Many of my clients and the adult children of my clients spend a considerable amount of time and energy worrying about their aging parents. As we age, we become more likely to make errors, and that propensity makes us vulnerable to financial exploitation. This risk is one reason that at […]
0 Comments February 16, 2021
Many of my clients and the adult children of my clients spend a considerable amount of time and energy worrying about their aging parents. As we age, we become more likely to make errors, and that propensity makes us vulnerable to financial exploitation. This risk is one reason that at […]
Let’s Get it Right for Problem Beneficiaries — The Addict
0 Comments February 11, 2021
Humanity. Passion, emotion and imperfection personified. Sometimes, our family members can be a mess, or a mess waiting to happen. That doesn’t mean we don’t love them and doesn’t mean we want to write them out of our Wills. It means that when we do estate planning, we may be […]
0 Comments February 11, 2021
Humanity. Passion, emotion and imperfection personified. Sometimes, our family members can be a mess, or a mess waiting to happen. That doesn’t mean we don’t love them and doesn’t mean we want to write them out of our Wills. It means that when we do estate planning, we may be […]
The Whole Point of doing a Will is to Get it Right and Know you Got it Right
0 Comments February 9, 2021
I fairly often meet with someone who has done or attempted to do a do it yourself Will and wants me to tell them if it looks like they got it right. I think these people are really on to something. That is the question: did i get it right? […]
0 Comments February 9, 2021
I fairly often meet with someone who has done or attempted to do a do it yourself Will and wants me to tell them if it looks like they got it right. I think these people are really on to something. That is the question: did i get it right? […]
Bacteria Found in Gum Disease May Lead to Alzheimer’s
0 Comments February 6, 2021
I had an appointment for a regular dental check-up scheduled for this past week which I cancelled. It seemed to me as if an hour in the dentist’s chair wasn’t the best place to be during a raging pandemic. I haven’t been having any problems with my teeth or gums […]
0 Comments February 6, 2021
I had an appointment for a regular dental check-up scheduled for this past week which I cancelled. It seemed to me as if an hour in the dentist’s chair wasn’t the best place to be during a raging pandemic. I haven’t been having any problems with my teeth or gums […]
The Unique Benefits of Establishing an Irrevocable Trust
0 Comments February 4, 2021
Almost all of my clients incorporate a revocable living trust as one part of their estate planning. I am often asked questions which have a trust based solution, but which call for an irrevocable trust in addition to a revocable living trust. This post summarizes, in broad terms, when such […]
0 Comments February 4, 2021
Almost all of my clients incorporate a revocable living trust as one part of their estate planning. I am often asked questions which have a trust based solution, but which call for an irrevocable trust in addition to a revocable living trust. This post summarizes, in broad terms, when such […]
Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
0 Comments February 2, 2021
Everyone needs a Last Will and Testament. But what kind of Will do you need? A good one. How do you know when you have a good one? When you are certain it fulfills your goals. And how do you define your goals? By knowing your wishes, understanding your options, […]
0 Comments February 2, 2021
Everyone needs a Last Will and Testament. But what kind of Will do you need? A good one. How do you know when you have a good one? When you are certain it fulfills your goals. And how do you define your goals? By knowing your wishes, understanding your options, […]
How Can I Keep My Estate Plan Private?
0 Comments January 30, 2021
I find that some of my clients feel it is important to share the details of their estate plan with loved ones; however, others prefer to keep those details private. Even those clients who decide to share the details with loved ones may not want those details to be available […]
0 Comments January 30, 2021
I find that some of my clients feel it is important to share the details of their estate plan with loved ones; however, others prefer to keep those details private. Even those clients who decide to share the details with loved ones may not want those details to be available […]
Seven Steps to Prepare for your Own Long-Term Care
0 Comments January 28, 2021
I start any discussion of estate planning by emphasizing that it is just as much about planning for the possibility of your incapacity as it is the certainty of your death. When it comes to planning for incapacity, I like to divide this into three categories: (1) what are your […]
0 Comments January 28, 2021
I start any discussion of estate planning by emphasizing that it is just as much about planning for the possibility of your incapacity as it is the certainty of your death. When it comes to planning for incapacity, I like to divide this into three categories: (1) what are your […]
How to Protect your Beneficiaries from Bad Choices and Bad Luck
0 Comments January 26, 2021
Many of my clients want to use a trust to manage and distribute their estate assets; however, they also want to make sure those assets are protected even after they reach their intended beneficiaries. One estate planning tool that can be used to accomplish both goals is the use of […]
0 Comments January 26, 2021
Many of my clients want to use a trust to manage and distribute their estate assets; however, they also want to make sure those assets are protected even after they reach their intended beneficiaries. One estate planning tool that can be used to accomplish both goals is the use of […]
Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
0 Comments January 19, 2021
Estate Planning begins with defining your goals, understanding the steps necessary to establish a plan fulfilling those goals, and then putting that planning in place. These are the elements of “getting it right”. But what about keeping it right? Once my clients have an estate plan in place, they frequently […]
0 Comments January 19, 2021
Estate Planning begins with defining your goals, understanding the steps necessary to establish a plan fulfilling those goals, and then putting that planning in place. These are the elements of “getting it right”. But what about keeping it right? Once my clients have an estate plan in place, they frequently […]
Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
0 Comments January 13, 2021
I often consult with unmarried couples who are deeply committed to each other yet have made the decision not to marry now – or perhaps never to marry. If you are part of an unmarried couple, estate planning takes on heightened importance for you because the reality is that the […]
0 Comments January 13, 2021
I often consult with unmarried couples who are deeply committed to each other yet have made the decision not to marry now – or perhaps never to marry. If you are part of an unmarried couple, estate planning takes on heightened importance for you because the reality is that the […]
Getting Things Right with Long-Term Care Insurance.
0 Comments January 9, 2021
When I discuss estate planning with clients I try and explain the importance of planning for the cost of long-term care within their estate plan. The cost of long-term care could put your estate assets at risk if you failed to plan for the possibility ahead of time. One option […]
0 Comments January 9, 2021
When I discuss estate planning with clients I try and explain the importance of planning for the cost of long-term care within their estate plan. The cost of long-term care could put your estate assets at risk if you failed to plan for the possibility ahead of time. One option […]
Important Estate Plan Updates for a Surviving Spouse
0 Comments January 5, 2021
For my clients, the loss of a spouse is one of the most emotional experiences they will ever go through. The last thing they usually want to think about while grieving the loss of a spouse is something as seemingly disconnected from their grief as updating their own estate plan. […]
0 Comments January 5, 2021
For my clients, the loss of a spouse is one of the most emotional experiences they will ever go through. The last thing they usually want to think about while grieving the loss of a spouse is something as seemingly disconnected from their grief as updating their own estate plan. […]
Succession Planning for Your Family Business
0 Comments July 23, 2020
Small business ownership is on the rise once again in America. That means I have more clients who come to me with a family business they want to protect as part of their estate plan. The most important advice I give those clients is to stress the need for succession […]
0 Comments July 23, 2020
Small business ownership is on the rise once again in America. That means I have more clients who come to me with a family business they want to protect as part of their estate plan. The most important advice I give those clients is to stress the need for succession […]
Families Gather in Novel Ways in Pandemic
0 Comments May 25, 2020
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing required to fight the virus have been felt by people around the world. As we mark passing holidays, we reflect on the importance of family. Learn how to share time with […]
0 Comments May 25, 2020
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing required to fight the virus have been felt by people around the world. As we mark passing holidays, we reflect on the importance of family. Learn how to share time with […]
Introducing Our 5-Day Rocket Process
0 Comments March 27, 2020
Dear Friends of Clarity: At Clarity Legal Group we see the challenges of dealing with the Covid-19 pandemic as an occasion for all of us to come together as a community while staying physically apart. It is essential to protect each other, especially those who are most vulnerable among us. […]
0 Comments March 27, 2020
Dear Friends of Clarity: At Clarity Legal Group we see the challenges of dealing with the Covid-19 pandemic as an occasion for all of us to come together as a community while staying physically apart. It is essential to protect each other, especially those who are most vulnerable among us. […]
How Does the Coronavirus Impact your Need to do Estate Planning?
0 Comments March 10, 2020
As estate planning attorneys at Clarity Legal Group®, serving Raleigh, Cary, Durham , Chapel Hill and surrounding areas, a big part of what we do is help people prepare for life’s unexpected challenges. How’s the coronavirus for an unexpected challenge? Big, scary, and most of all, something that feels outside […]
0 Comments March 10, 2020
As estate planning attorneys at Clarity Legal Group®, serving Raleigh, Cary, Durham , Chapel Hill and surrounding areas, a big part of what we do is help people prepare for life’s unexpected challenges. How’s the coronavirus for an unexpected challenge? Big, scary, and most of all, something that feels outside […]
What If I Don’t Want to Be the Executor?
0 Comments March 5, 2020
When a loved one passes away, one of the first things people typically do is to look for a Last Will and Testament. One reason they do that is because if the decedent left behind a valid Will, that document will indicate who the decedent appointed to serve as the […]
0 Comments March 5, 2020
When a loved one passes away, one of the first things people typically do is to look for a Last Will and Testament. One reason they do that is because if the decedent left behind a valid Will, that document will indicate who the decedent appointed to serve as the […]
How Do I Know If I Need to Probate My Mother’s Estate?
0 Comments March 3, 2020
The loss of a parent, at any age, is not an easy thing to go through. If you are an adult child at the time, your grief may need to be reined in if you are also responsible for administering your mother’s estate. One of the first decisions you must […]
0 Comments March 3, 2020
The loss of a parent, at any age, is not an easy thing to go through. If you are an adult child at the time, your grief may need to be reined in if you are also responsible for administering your mother’s estate. One of the first decisions you must […]
Are You Eligible for Medicaid If You Own a House?
0 Comments February 20, 2020
I addressed the differences between Medicare and Medicaid as well as introducing some basics of Medicaid Planning in my blog post earlier this week. Today, I want to talk about the biggest mistake I see for children making when helping a parent begin the process of qualifying for Medicaid: […]
0 Comments February 20, 2020
I addressed the differences between Medicare and Medicaid as well as introducing some basics of Medicaid Planning in my blog post earlier this week. Today, I want to talk about the biggest mistake I see for children making when helping a parent begin the process of qualifying for Medicaid: […]
What Is the Difference between Medicare and Medicaid?
0 Comments February 18, 2020
I often have clients ask me about the difference between Medicare and Medicaid. Although most of them have heard of both programs, they may never have needed to rely on them until they reach retirement age. Unfortunately, waiting until you need to qualify for Medicaid, in particular, can put your […]
0 Comments February 18, 2020
I often have clients ask me about the difference between Medicare and Medicaid. Although most of them have heard of both programs, they may never have needed to rely on them until they reach retirement age. Unfortunately, waiting until you need to qualify for Medicaid, in particular, can put your […]
Are There Alternatives for Managing Property When Someone becomes Incapacitated?
0 Comments February 11, 2020
Estate planning, when done properly, accomplishes more than just planning for the division of your property after you are gone. In fact, I always stress to my clients the importance of planning for the possibility of their own incapacity as well. As an estate planning attorney, I have seen firsthand […]
0 Comments February 11, 2020
Estate planning, when done properly, accomplishes more than just planning for the division of your property after you are gone. In fact, I always stress to my clients the importance of planning for the possibility of their own incapacity as well. As an estate planning attorney, I have seen firsthand […]
Estate Planning Conference Discusses SECURE Act and More
0 Comments February 8, 2020
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more.
0 Comments February 8, 2020
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more.
The SECURE Act and What It Means for You
0 Comments February 6, 2020
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more.
0 Comments February 6, 2020
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more.
Can Life Insurance Be Paid to a Trust?
0 Comments February 4, 2020
A lot of our estate planning clients at Clarity Legal Group® maintain life insurance as part of their financial planning and their estate planning. The need for insurance changes as your life changes, and so there is no “general” advice about whether you need insurance or how much you need […]
0 Comments February 4, 2020
A lot of our estate planning clients at Clarity Legal Group® maintain life insurance as part of their financial planning and their estate planning. The need for insurance changes as your life changes, and so there is no “general” advice about whether you need insurance or how much you need […]
Using an Asset Protection Trust as part of your Estate Plan?
0 Comments January 28, 2020
You have worked hard to build you savings and wealth. Having a comfortable financial cushion is an important way to protect those you love. But what about after you’re gone? It is challenging and can be quite expensive for you to protect your assets during your life so that you […]
0 Comments January 28, 2020
You have worked hard to build you savings and wealth. Having a comfortable financial cushion is an important way to protect those you love. But what about after you’re gone? It is challenging and can be quite expensive for you to protect your assets during your life so that you […]
Who Should Manage My Child’s Inheritance?
0 Comments January 25, 2020
If you are the parent of a young child, your child’s financial security is probably a primary goal within your estate plan. Knowing that your child will be well cared for if something happens to you provides invaluable peace of mind to a parent. As a minor though, your child […]
0 Comments January 25, 2020
If you are the parent of a young child, your child’s financial security is probably a primary goal within your estate plan. Knowing that your child will be well cared for if something happens to you provides invaluable peace of mind to a parent. As a minor though, your child […]
My Loved One Just Passed Away. What Steps Do I Need to Take?
0 Comments January 21, 2020
The days, even weeks, that follow the death of a loved one can pass in a fog. It is often difficult to focus on anything but the grief you feel. People sometimes become preoccupied with any number of activities to take their mind off things. At some point, someone must […]
0 Comments January 21, 2020
The days, even weeks, that follow the death of a loved one can pass in a fog. It is often difficult to focus on anything but the grief you feel. People sometimes become preoccupied with any number of activities to take their mind off things. At some point, someone must […]
Are You Cohabiting? If So, Estate Planning Is Essential
0 Comments January 14, 2020
Once upon a time, living together outside the bounds of matrimony was considered scandalous. Today, however, more and more couples are choosing to cohabit prior to, or in lieu of, marriage. If you are one of those couples and live in Raleigh, Durham, Cary, Chapel Hill or surrounding areas, an […]
0 Comments January 14, 2020
Once upon a time, living together outside the bounds of matrimony was considered scandalous. Today, however, more and more couples are choosing to cohabit prior to, or in lieu of, marriage. If you are one of those couples and live in Raleigh, Durham, Cary, Chapel Hill or surrounding areas, an […]
A Strong Estate Planning Law Firm Helps you Handle Life’s Curves
0 Comments January 11, 2020
This morning was so nice, I did my stretching outside on the back porch. It felt like spring — in January. Our Labrador Sofie and I then headed out for a walk. The sun was shining. Two blocks later, we were in a pretty strong rain shower. Again, spring showers, […]
0 Comments January 11, 2020
This morning was so nice, I did my stretching outside on the back porch. It felt like spring — in January. Our Labrador Sofie and I then headed out for a walk. The sun was shining. Two blocks later, we were in a pretty strong rain shower. Again, spring showers, […]
The Ultimate Caregiver Guide
0 Comments October 29, 2019
I remember sitting alone with my mother in her hospital room after a major surgery and doing what I could to help. During one groggy semi-conscious moment, she said “I never thought you’d be any good at this”. I think she was saying she thought I was doing a good […]
0 Comments October 29, 2019
I remember sitting alone with my mother in her hospital room after a major surgery and doing what I could to help. During one groggy semi-conscious moment, she said “I never thought you’d be any good at this”. I think she was saying she thought I was doing a good […]
Understanding the Types of Special Needs Trusts
0 Comments October 26, 2019
Learn how Special Needs Trusts in NC help protect government benefits for loved ones with disabilities. Serving families in Durham, Chapel Hill, Raleigh, and beyond.
0 Comments October 26, 2019
Learn how Special Needs Trusts in NC help protect government benefits for loved ones with disabilities. Serving families in Durham, Chapel Hill, Raleigh, and beyond.
5 Things You Need to Do Immediately If You Are the Executor
0 Comments June 6, 2019
The time period immediately following the loss of a loved one is often filled with heightened emotions and confusion. Understandably, the last thing most people want to think about during this time period are the legal ramifications of the decedent’s death. If, however, the decedent named you as the Executor […]
0 Comments June 6, 2019
The time period immediately following the loss of a loved one is often filled with heightened emotions and confusion. Understandably, the last thing most people want to think about during this time period are the legal ramifications of the decedent’s death. If, however, the decedent named you as the Executor […]
Why You Need to Update Your Estate Plan after a Divorce
0 Comments June 4, 2019
Going through a divorce is never easy. On the contrary, even the most amicable divorce typically causes increased stress and anxiety. It comes as no surprise then that updating your estate plan is probably not at the forefront of your mind if you recently went through a divorce. While that […]
0 Comments June 4, 2019
Going through a divorce is never easy. On the contrary, even the most amicable divorce typically causes increased stress and anxiety. It comes as no surprise then that updating your estate plan is probably not at the forefront of your mind if you recently went through a divorce. While that […]
New Tax Proposal re: Retirement Savings
0 Comments June 3, 2019
There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients.
0 Comments June 3, 2019
There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients.
How to Pick Your Trustee
0 Comments May 28, 2019
As both your estate and your family grow, the need for a more comprehensive estate plan will likely be clear. When you decide to improve your existing estate plan, additional estate planning tools and strategies may need to be considered and ultimately added to your existing plan. At Clarity Legal […]
0 Comments May 28, 2019
As both your estate and your family grow, the need for a more comprehensive estate plan will likely be clear. When you decide to improve your existing estate plan, additional estate planning tools and strategies may need to be considered and ultimately added to your existing plan. At Clarity Legal […]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
0 Comments April 9, 2019
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
0 Comments April 9, 2019
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
How Can I Use a Trust to Protect My Minor Child’s Inheritance?
0 Comments February 12, 2019
Little in life is as simple as we hope or imagine. Having spent most of my legal career working in the estate planning field, I am still surprised by the little ways that a failure to plan can defeat the language in a legal document. Some people have legal documents, […]
0 Comments February 12, 2019
Little in life is as simple as we hope or imagine. Having spent most of my legal career working in the estate planning field, I am still surprised by the little ways that a failure to plan can defeat the language in a legal document. Some people have legal documents, […]
Planning to Avoid Too Much SALT
0 Comments February 9, 2019
The new tax law brought a cap of $10,000 on federal deduction for state and local taxes. People are trying different ways to get around the cap. Some of the ways work and others could land you in hot water. Read the article to find out more.
0 Comments February 9, 2019
The new tax law brought a cap of $10,000 on federal deduction for state and local taxes. People are trying different ways to get around the cap. Some of the ways work and others could land you in hot water. Read the article to find out more.
Why an Executor Should Hire a Probate Lawyer
0 Comments February 5, 2019
My most recent posts have focused on the importance of probate avoidance and what approaches might best accomplish this important estate planning goal. Of course, a lot of people don’t get to this step of planning, and some people establish a probate avoidance plan and the plan falls out of […]
0 Comments February 5, 2019
My most recent posts have focused on the importance of probate avoidance and what approaches might best accomplish this important estate planning goal. Of course, a lot of people don’t get to this step of planning, and some people establish a probate avoidance plan and the plan falls out of […]
You Never Know: Planning for the Unexpected
0 Comments February 2, 2019
This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan.
0 Comments February 2, 2019
This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan.
What is a Revocable Living Trust?
0 Comments January 31, 2019
I’ve talked about probate avoidance in my last two blogs. Among other things, I mentioned that I thought a revocable living trust was the best probate avoidance tool. In truth, there are a number of other important a valuable roles the living trust plays in good estate planning. A revocable living […]
0 Comments January 31, 2019
I’ve talked about probate avoidance in my last two blogs. Among other things, I mentioned that I thought a revocable living trust was the best probate avoidance tool. In truth, there are a number of other important a valuable roles the living trust plays in good estate planning. A revocable living […]
What are Some of the Different Ways to Avoid Probate?
0 Comments January 29, 2019
I talked in my last blog about the reasons you should consider probate avoidance as part of your estate planning. Today I am going to review some of the dos and don’ts of putting a probate avoidance plan into place. If you are interested in finding ways to avoid probate, […]
0 Comments January 29, 2019
I talked in my last blog about the reasons you should consider probate avoidance as part of your estate planning. Today I am going to review some of the dos and don’ts of putting a probate avoidance plan into place. If you are interested in finding ways to avoid probate, […]
Why Avoid Probate?
0 Comments January 26, 2019
At Clarity Legal Group®, we have a lot of conversations with our clients about probate avoidance. This is really about organizing the ownership of your assets in a way which considers your goals and the most efficient way to manage the transfer of those assets upon your death. Estate planning, […]
0 Comments January 26, 2019
At Clarity Legal Group®, we have a lot of conversations with our clients about probate avoidance. This is really about organizing the ownership of your assets in a way which considers your goals and the most efficient way to manage the transfer of those assets upon your death. Estate planning, […]
When Should I Update My Estate Plan?
0 Comments October 30, 2018
Creating a comprehensive estate plan which addresses all of your goals and creates the tools and organizational structure you need is one of the best gifts you can give to yourself and to your loved ones. If you have an estate plan in place, do not make the mistake of […]
0 Comments October 30, 2018
Creating a comprehensive estate plan which addresses all of your goals and creates the tools and organizational structure you need is one of the best gifts you can give to yourself and to your loved ones. If you have an estate plan in place, do not make the mistake of […]
5 Things You Need to Know about Qualifying for Medicaid As a Senior
0 Comments October 4, 2018
Like many people, you may have been fortunate enough to make it through your entire working years covered by employer-sponsored or privately funded health insurance. Consequently, you had no need to qualify for Medicaid. As a senior, however, there is a good chance that might change, and if you are […]
0 Comments October 4, 2018
Like many people, you may have been fortunate enough to make it through your entire working years covered by employer-sponsored or privately funded health insurance. Consequently, you had no need to qualify for Medicaid. As a senior, however, there is a good chance that might change, and if you are […]
Estate Planning Attorneys Offer Counselling about IRAs
0 Comments September 27, 2018
Saving for retirement is important and estate planning and elder law attorneys can provide the help that you need to ensure you have financial security during your golden years. One of the best ways to make sure you have saved enough for retirement is to invest regularly in IRAs, 401(k)s, 403(b)s […]
0 Comments September 27, 2018
Saving for retirement is important and estate planning and elder law attorneys can provide the help that you need to ensure you have financial security during your golden years. One of the best ways to make sure you have saved enough for retirement is to invest regularly in IRAs, 401(k)s, 403(b)s […]
North Carolina Nursing Homes Could be Kicked Out of the Medicare Program
0 Comments September 15, 2018
The Medicaid lawyers of Clarity Legal Group®, serving Raleigh, Durham, Cary, Chapel Hill and surrounding areas, help seniors to make certain they can pay for nursing home care. In most cases, nursing home care has to be paid for by Medicaid because Medicare won’t cover it. Medicare only pays for skilled nursing care […]
0 Comments September 15, 2018
The Medicaid lawyers of Clarity Legal Group®, serving Raleigh, Durham, Cary, Chapel Hill and surrounding areas, help seniors to make certain they can pay for nursing home care. In most cases, nursing home care has to be paid for by Medicaid because Medicare won’t cover it. Medicare only pays for skilled nursing care […]
What Happens to Your Assets if You Don’t Make an Estate Plan?
0 Comments September 6, 2018
Chapel Hill estate planning lawyers can provide personalized help and support in making sure you control what happens to your legacy. It’s imperative that you ensure you have made plans in advance for your money and property so you can control what happens to your wealth after you pass on. […]
0 Comments September 6, 2018
Chapel Hill estate planning lawyers can provide personalized help and support in making sure you control what happens to your legacy. It’s imperative that you ensure you have made plans in advance for your money and property so you can control what happens to your wealth after you pass on. […]
How Trust Lawyers Help Trust Beneficiaries in the Triangle
0 Comments September 4, 2018
The trust lawyers at Clarity Legal Group® will work closely with you as you plan your legacy so that we can help you facilitate the transfer of assets via trust. Transferring money and property via a trust can help your heirs or beneficiaries by making it faster, easier, and less expensive for […]
0 Comments September 4, 2018
The trust lawyers at Clarity Legal Group® will work closely with you as you plan your legacy so that we can help you facilitate the transfer of assets via trust. Transferring money and property via a trust can help your heirs or beneficiaries by making it faster, easier, and less expensive for […]
Your Trust Administration Checklist
0 Comments August 16, 2018
If you have been put in charge of the trust administration process to settle an estate involving a living trust, this trust administration checklist can help you. There is a lot of responsibility that is involved in administering a trust and you need to ensure that you have done the necessary […]
0 Comments August 16, 2018
If you have been put in charge of the trust administration process to settle an estate involving a living trust, this trust administration checklist can help you. There is a lot of responsibility that is involved in administering a trust and you need to ensure that you have done the necessary […]
What is Considered a Countable Asset for Medicaid?
0 Comments August 7, 2018
If you are getting older, it is important that you have a plan for paying for your care should you end up suffering from age related disabilities. Do you have the resources to self pay for home care or skilled nursing care should your family be unable to care for […]
0 Comments August 7, 2018
If you are getting older, it is important that you have a plan for paying for your care should you end up suffering from age related disabilities. Do you have the resources to self pay for home care or skilled nursing care should your family be unable to care for […]
Planning for Frequent Flyer Miles
0 Comments August 4, 2018
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at Anthony Bourdain’s will and its disposition of his miles. The article points out that these are contractual rights and you may or may not be able to transfer them at death.
0 Comments August 4, 2018
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at Anthony Bourdain’s will and its disposition of his miles. The article points out that these are contractual rights and you may or may not be able to transfer them at death.
Should You Talk With Your Loved Ones About Estate Planning?
0 Comments July 26, 2018
The Durham area estate planning attorneys at Clarity Legal Group® can help you to put together a comprehensive estate plan. One of the issues that often comes up during the estate planning process is a question of how involved family members should be as you make your decisions. For example, while husbands and […]
0 Comments July 26, 2018
The Durham area estate planning attorneys at Clarity Legal Group® can help you to put together a comprehensive estate plan. One of the issues that often comes up during the estate planning process is a question of how involved family members should be as you make your decisions. For example, while husbands and […]
What to Do About Leaving Money to an Heir Who is Financially Irresponsible
0 Comments July 24, 2018
An experienced estate planning attorney can help you make plans to thoughtfully provide for the people you care about. Sometimes this means more than simply accounting for who will inherit from you. You need to think about how they will receive what you leave them. Estate planning presents the opportunity […]
0 Comments July 24, 2018
An experienced estate planning attorney can help you make plans to thoughtfully provide for the people you care about. Sometimes this means more than simply accounting for who will inherit from you. You need to think about how they will receive what you leave them. Estate planning presents the opportunity […]
Planning for the International Client
0 Comments July 2, 2018
Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed.
0 Comments July 2, 2018
Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed.
Medicaid Pilot Program Helps North Carolina Residents
0 Comments June 14, 2018
The Elder Law Attorneys of Clarity Legal Group® are pleased to be presenting at the Triangle Caregivers Conference in Durham today Millions of Americans function as family caregivers for loved ones. This is one of the most challenging and difficult phases of anyone’s life. At Clarity Legal Group®, we think […]
0 Comments June 14, 2018
The Elder Law Attorneys of Clarity Legal Group® are pleased to be presenting at the Triangle Caregivers Conference in Durham today Millions of Americans function as family caregivers for loved ones. This is one of the most challenging and difficult phases of anyone’s life. At Clarity Legal Group®, we think […]
How a Chapel Hill Living Trust Attorney Helps You Plan for Incapacity
0 Comments May 29, 2018
A Chapel Hill living trust attorney can provide you with help making an incapacity plan. There are many tools that could be a part of this plan, but living trusts can be especially helpful in ensuring that you are prepared if you become incapacitated. At Clarity Legal Group® we work closely with you […]
0 Comments May 29, 2018
A Chapel Hill living trust attorney can provide you with help making an incapacity plan. There are many tools that could be a part of this plan, but living trusts can be especially helpful in ensuring that you are prepared if you become incapacitated. At Clarity Legal Group® we work closely with you […]
6 Important Estate Planning Considerations – Part 2: Long-Term Care
0 Comments May 24, 2018
Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan should consider how those expenses would get paid. This article looks at several ways to plan for those expenses.
0 Comments May 24, 2018
Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan should consider how those expenses would get paid. This article looks at several ways to plan for those expenses.
Trust Administration is a More Private Way to Transfer Wealth
0 Comments May 22, 2018
The trust administration process is a preferred way of transferring wealth after a death occurs. One of the many valuable features of planning with a Living Trust is the privacy made possible through this planning technique. This privacy is available only if you have organized the management of your affairs through […]
0 Comments May 22, 2018
The trust administration process is a preferred way of transferring wealth after a death occurs. One of the many valuable features of planning with a Living Trust is the privacy made possible through this planning technique. This privacy is available only if you have organized the management of your affairs through […]
Key Things a Chapel Hill Medicaid Attorney Wants You to Know
0 Comments May 19, 2018
The Chapel Hill Medicaid attorneys at Clarity Legal Group® can provide you with very important help through a carefully crafted Medicaid plan which will protect your assets while ensuring your eligbility for Medicaid without penalty. Many people do not realize that Medicare does not pay for long term care. Instead, […]
0 Comments May 19, 2018
The Chapel Hill Medicaid attorneys at Clarity Legal Group® can provide you with very important help through a carefully crafted Medicaid plan which will protect your assets while ensuring your eligbility for Medicaid without penalty. Many people do not realize that Medicare does not pay for long term care. Instead, […]
Durham Estate Planning Attorneys Explain Benefits of Advanced Directives
0 Comments May 11, 2018
Durham and Chapel Hill estate planning attorneys don’t just help you make a will — they help you to prepare for the future. This includes thoughtfully considering what could occur if you suffer a serious medical emergency, such as an unexpected injury or a grave illness. Sometimes, injuries and illnesses happen […]
0 Comments May 11, 2018
Durham and Chapel Hill estate planning attorneys don’t just help you make a will — they help you to prepare for the future. This includes thoughtfully considering what could occur if you suffer a serious medical emergency, such as an unexpected injury or a grave illness. Sometimes, injuries and illnesses happen […]
6 Important Estate Planning Considerations – Part 1: Incapacity
0 Comments May 1, 2018
One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides incapacity planning and the documents which may be used to accomplish that planning. It also looks at how having a plan in place may relieve stress during an emergency.
0 Comments May 1, 2018
One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides incapacity planning and the documents which may be used to accomplish that planning. It also looks at how having a plan in place may relieve stress during an emergency.
What Executors Must Know About the Probate Process
0 Comments April 24, 2018
At Clarity Legal Group®, we build our estate planning around the goals of our clients. These goals can be very personal, but they almost always include making things easy for those who are left behind. Planning to avoid the court supervised process for administering estates known as probate is a […]
0 Comments April 24, 2018
At Clarity Legal Group®, we build our estate planning around the goals of our clients. These goals can be very personal, but they almost always include making things easy for those who are left behind. Planning to avoid the court supervised process for administering estates known as probate is a […]
Common Mistakes When Making a Will
0 Comments April 3, 2018
Estate planning attorneys help you to take control of your legacy. At Clarity Legal Group®, we want to ensure you have the chance to dictate what happens to the wealth you have worked so hard for during the course of your life. That’s why our legal team helps you to make effective […]
0 Comments April 3, 2018
Estate planning attorneys help you to take control of your legacy. At Clarity Legal Group®, we want to ensure you have the chance to dictate what happens to the wealth you have worked so hard for during the course of your life. That’s why our legal team helps you to make effective […]
What are the Biggest Risks to Your Assets?
0 Comments March 13, 2018
Asset protection lawyers at Clarity Legal Group® can help you evaluate the risks to your wealth and determine what steps you can take to keep your money and property as safe as possible. You work hard to build a nest egg hoping to provide for yourself as a senior and to […]
0 Comments March 13, 2018
Asset protection lawyers at Clarity Legal Group® can help you evaluate the risks to your wealth and determine what steps you can take to keep your money and property as safe as possible. You work hard to build a nest egg hoping to provide for yourself as a senior and to […]
Age-Related Retirement Milestones
0 Comments March 8, 2018
Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process.
0 Comments March 8, 2018
Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process.
Why work with a Trust Attorney when Creating a Living Trust?
0 Comments March 6, 2018
The Trust Attorneys at Clarity Legal Group® help residents of Durham, Chapel Hill, Raleigh, Cary, and surrounding areas plan for some of the most critical issues they face. Everybody needs an estate plan, but not everyone needs the same estate plan. Working with an experienced Trust Attorney can help ensure […]
0 Comments March 6, 2018
The Trust Attorneys at Clarity Legal Group® help residents of Durham, Chapel Hill, Raleigh, Cary, and surrounding areas plan for some of the most critical issues they face. Everybody needs an estate plan, but not everyone needs the same estate plan. Working with an experienced Trust Attorney can help ensure […]
Do Trust Lawyers Only Help Wealthy People?
0 Comments February 25, 2018
It’s a common mistake to think that trust lawyers offer help only to people who have a lot of money. Nothing could be further from the truth. There are many uses for and strategies behind trusts. The starting point is the use of a trust as an efficient and powerful […]
0 Comments February 25, 2018
It’s a common mistake to think that trust lawyers offer help only to people who have a lot of money. Nothing could be further from the truth. There are many uses for and strategies behind trusts. The starting point is the use of a trust as an efficient and powerful […]
Can Leaving an Equal Inheritance be unfair?
0 Comments February 20, 2018
What kind of legacy do you want to leave? You could do a lot worse than simply raising good children, helping with their education, and getting them to adulthood prepared for life. But what about after your death? How best do you plan for those you love? Estate planning lawyers […]
0 Comments February 20, 2018
What kind of legacy do you want to leave? You could do a lot worse than simply raising good children, helping with their education, and getting them to adulthood prepared for life. But what about after your death? How best do you plan for those you love? Estate planning lawyers […]
5 Ways Durham Chapel Hill Trust Attorneys Help You Protect Your Family
0 Comments February 6, 2018
The trust attorneys at Clarity Legal Group® will assist you in taking steps to protect the people you love. When you use tools like trusts as part of your incapacity and end of life plan or in planning for an ongoing legacy for your family, it pays to have experience […]
0 Comments February 6, 2018
The trust attorneys at Clarity Legal Group® will assist you in taking steps to protect the people you love. When you use tools like trusts as part of your incapacity and end of life plan or in planning for an ongoing legacy for your family, it pays to have experience […]
The Top Reasons for Avoiding Probate
0 Comments January 25, 2018
Probate attorneys at Clarity Legal Group® can provide you with representation during the probate process. Probate typically takes place after someone has passed on. It is the process by which the assets of the deceased person transfer to new owners. As Investopedia explains, it can be a lengthy and costly […]
0 Comments January 25, 2018
Probate attorneys at Clarity Legal Group® can provide you with representation during the probate process. Probate typically takes place after someone has passed on. It is the process by which the assets of the deceased person transfer to new owners. As Investopedia explains, it can be a lengthy and costly […]
The Steps Involved in Asset Protection
0 Comments January 23, 2018
The Research Triangle area asset protection attorneys at Clarity Legal Group® help you to ensure that the wealth you have worked so hard to acquire is not lost. If you are like most people, you want to do what you can to protect what you have, ensuring that your nest […]
0 Comments January 23, 2018
The Research Triangle area asset protection attorneys at Clarity Legal Group® help you to ensure that the wealth you have worked so hard to acquire is not lost. If you are like most people, you want to do what you can to protect what you have, ensuring that your nest […]
How Can Durham Area Elder Law Attorneys Help You Plan for Incapacity?
0 Comments January 16, 2018
The Raleigh, Durham and Chapel Hill area elder law attorneys at Clarity Legal Group® can provide you with invaluable help in planning ahead in case you become incapacitated. If you do not make advanced plans and have the misfortune of becoming unable to take care of yourself or make your […]
0 Comments January 16, 2018
The Raleigh, Durham and Chapel Hill area elder law attorneys at Clarity Legal Group® can provide you with invaluable help in planning ahead in case you become incapacitated. If you do not make advanced plans and have the misfortune of becoming unable to take care of yourself or make your […]
The Value of a Living Trust
0 Comments January 9, 2018
Living trust attorneys at Clarity Legal Group® can provide assistance in determining if a living trust is right for you and can help you with trust creation. Our attorneys also have significant experience updating and improving Living Trusts which having fallen out of sync with your goals, changes in the […]
0 Comments January 9, 2018
Living trust attorneys at Clarity Legal Group® can provide assistance in determining if a living trust is right for you and can help you with trust creation. Our attorneys also have significant experience updating and improving Living Trusts which having fallen out of sync with your goals, changes in the […]
How Medicaid Attorneys Help Plan for Nursing Home Care
0 Comments January 5, 2018
Medicaid attorneys at Clarity Legal Group®, serving Raleigh, Cary, Durham , Chapel Hill and surrounding areas, provide help affording the costs of nursing home care. The Genworth Cost of Care Survey details costs of different kinds of residential care you may require. A one-bedroom single occupancy unit in an assisted […]
0 Comments January 5, 2018
Medicaid attorneys at Clarity Legal Group®, serving Raleigh, Cary, Durham , Chapel Hill and surrounding areas, provide help affording the costs of nursing home care. The Genworth Cost of Care Survey details costs of different kinds of residential care you may require. A one-bedroom single occupancy unit in an assisted […]
Basics of Estate Planning: Lack of Coordination
0 Comments December 20, 2017
Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
0 Comments December 20, 2017
Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
5 Situations That Should Send you to An Estate Planning Attorney
0 Comments November 14, 2017
Our Durham estate planning attorneys at Clarity Legal Group® provide assistance with creating an estate plan and with updating your plan as your life changes. It is important to have a plan in place to protect yourself and your loved ones. While many people believe they can wait until they […]
0 Comments November 14, 2017
Our Durham estate planning attorneys at Clarity Legal Group® provide assistance with creating an estate plan and with updating your plan as your life changes. It is important to have a plan in place to protect yourself and your loved ones. While many people believe they can wait until they […]
Law in the U.S. can be Participatory
0 Comments October 1, 2017
In the United States, people can participate in making and changing the law. This article is a story of one woman who did just that.
0 Comments October 1, 2017
In the United States, people can participate in making and changing the law. This article is a story of one woman who did just that.
Is Probate Always Required?
0 Comments April 20, 2016
When you are making any type of important financial decision, you are going to do your research. This should extend to your estate planning efforts. You should understand all of your options with regard to asset transfer vehicles, and you should understand the advantages and disadvantages that go along with […]
0 Comments April 20, 2016
When you are making any type of important financial decision, you are going to do your research. This should extend to your estate planning efforts. You should understand all of your options with regard to asset transfer vehicles, and you should understand the advantages and disadvantages that go along with […]
How Can You Provide for Your Pet in Your Estate Plan?
0 Comments April 5, 2016
You may wonder if it is possible to provide for your pet in your estate plan. The answer is yes, there are steps that you can take to make sure that your pet is provided for, come what may. One way to include your pet in your estate plan would […]
0 Comments April 5, 2016
You may wonder if it is possible to provide for your pet in your estate plan. The answer is yes, there are steps that you can take to make sure that your pet is provided for, come what may. One way to include your pet in your estate plan would […]
When Might I Need an Elder Law Attorney?
0 Comments February 18, 2016
Elder law is a relatively new area of the law, having only recently evolved as an answer to the growing legal needs of the elderly population in the United States. Because it is a relatively new area of the law, many people are unsure what types of legal matters an […]
0 Comments February 18, 2016
Elder law is a relatively new area of the law, having only recently evolved as an answer to the growing legal needs of the elderly population in the United States. Because it is a relatively new area of the law, many people are unsure what types of legal matters an […]
I Was Appointed Executor of a Will of a Decedent. Now What?
0 Comments February 16, 2016
Did you recently find out you were appointed the Executor of a Last Will and Testament of someone who recently died? If so, and the appointment comes as a surprise, you are undoubtedly wondering what you are supposed to do now. Unfortunately, people frequently appointment someone as the Executor of […]
0 Comments February 16, 2016
Did you recently find out you were appointed the Executor of a Last Will and Testament of someone who recently died? If so, and the appointment comes as a surprise, you are undoubtedly wondering what you are supposed to do now. Unfortunately, people frequently appointment someone as the Executor of […]
Can’t I Just Save Money by Using a DIY Will?
0 Comments February 11, 2016
Like most people, you probably understand how important it is to have a comprehensive estate plan in place; however, you may not have gotten around to creating one despite knowing how important it is to have one. Is so, you are hardly alone. Surveys show that over half of all […]
0 Comments February 11, 2016
Like most people, you probably understand how important it is to have a comprehensive estate plan in place; however, you may not have gotten around to creating one despite knowing how important it is to have one. Is so, you are hardly alone. Surveys show that over half of all […]
North Carolina May Have to Repay $20 Million in Medicaid Reimbursements
0 Comments February 9, 2016
According to recent news reports, the State of North Carolina may have to repay a staggering $20 million in Medicaid reimbursements because of a retroactive rule change. For those of you who question the amount of money spent on Medicaid to begin with, be careful as there is a very […]
0 Comments February 9, 2016
According to recent news reports, the State of North Carolina may have to repay a staggering $20 million in Medicaid reimbursements because of a retroactive rule change. For those of you who question the amount of money spent on Medicaid to begin with, be careful as there is a very […]
How to Find the Right Estate Planning Attorney
0 Comments February 4, 2016
If you have yet to take the time to create your estate plan, you need to make the time to do so. Despite understanding the importance of estate planning, over half of all Americans do not have an estate plan in place. A comprehensive estate plan does more than simply […]
0 Comments February 4, 2016
If you have yet to take the time to create your estate plan, you need to make the time to do so. Despite understanding the importance of estate planning, over half of all Americans do not have an estate plan in place. A comprehensive estate plan does more than simply […]
How Is Legacy Planning Different from Estate Planning?
0 Comments February 2, 2016
Almost everyone has heard of estate planning – but have you heard of legacy planning? Legacy planning takes the concept of estate planning one step further, allowing you to incorporate your morals, beliefs and ideals into your comprehensive estate plan. Legacy planning also allows you to make a difference through […]
0 Comments February 2, 2016
Almost everyone has heard of estate planning – but have you heard of legacy planning? Legacy planning takes the concept of estate planning one step further, allowing you to incorporate your morals, beliefs and ideals into your comprehensive estate plan. Legacy planning also allows you to make a difference through […]
What Is Involved in Creating a Trust?
0 Comments January 28, 2016
For most people, a Last Will and Testament serves as the foundation of their comprehensive estate plan. Your Will, however, is rarely the sum total of your estate plan. Instead, it is usually the springboard from which other estate planning tools, documents, and strategies grow. Over the last several decades, […]
0 Comments January 28, 2016
For most people, a Last Will and Testament serves as the foundation of their comprehensive estate plan. Your Will, however, is rarely the sum total of your estate plan. Instead, it is usually the springboard from which other estate planning tools, documents, and strategies grow. Over the last several decades, […]
5 Power of Attorney Mistakes to Avoid
0 Comments January 26, 2016
Estate planning typically involves a number of tools and strategies, each aimed at achieving a different goal within the larger plan. One of the most commonly used estate planning tools is a Power of Attorney. When used properly, a Power of Attorney can accomplished, or help to accomplish several different […]
0 Comments January 26, 2016
Estate planning typically involves a number of tools and strategies, each aimed at achieving a different goal within the larger plan. One of the most commonly used estate planning tools is a Power of Attorney. When used properly, a Power of Attorney can accomplished, or help to accomplish several different […]
Gift and Estate Taxes – the Basics
0 Comments January 21, 2016
When you sit down to create your comprehensive estate plan one of the primary goals you will likely have is to create a plan that reduces your estate’s exposure to federal gift and estate taxes. The reason for this is simple – every dollar your estate must pay in gift […]
0 Comments January 21, 2016
When you sit down to create your comprehensive estate plan one of the primary goals you will likely have is to create a plan that reduces your estate’s exposure to federal gift and estate taxes. The reason for this is simple – every dollar your estate must pay in gift […]
Do You Need to Include Medicaid Planning in Your Estate Plan?
0 Comments January 19, 2016
Like most people, you have likely heard of Medicaid, though you may never have needed the benefits afforded by the Medicaid program during your working lifetime. What you may not realize, therefore, if the likelihood that you will need to qualify for Medicaid benefits during your retirement years. Qualifying for […]
0 Comments January 19, 2016
Like most people, you have likely heard of Medicaid, though you may never have needed the benefits afforded by the Medicaid program during your working lifetime. What you may not realize, therefore, if the likelihood that you will need to qualify for Medicaid benefits during your retirement years. Qualifying for […]
Retirement Planning: Consider Assisted Living Costs — Mark Costley
0 Comments November 18, 2015
Retirement planning can actually be a lot of fun as you envision what your life will be like after you put your working years behind you. If you like to travel, hike, play golf or tennis, there will be plenty of time for that. For some people, just getting to […]
0 Comments November 18, 2015
Retirement planning can actually be a lot of fun as you envision what your life will be like after you put your working years behind you. If you like to travel, hike, play golf or tennis, there will be plenty of time for that. For some people, just getting to […]
IRS Announces 2016 Estate Tax Adjustment
0 Comments November 10, 2015
In general these are good days for those of us who worry about the federal estate tax. The federal estate tax exclusion was raised to $5 million under the American Taxpayer Relief Act of 2012. The exclusion is the amount below which, you pay no death tax at the federal […]
0 Comments November 10, 2015
In general these are good days for those of us who worry about the federal estate tax. The federal estate tax exclusion was raised to $5 million under the American Taxpayer Relief Act of 2012. The exclusion is the amount below which, you pay no death tax at the federal […]
What Is Legacy Planning?
0 Comments July 21, 2015
What Is North Carolina Legacy Planning? from Mark Costley With this type of will, you share your moral and spiritual values with the loved ones that you will be leaving behind. Learn more about North Carolina legacy planning in this presentation.
0 Comments July 21, 2015
What Is North Carolina Legacy Planning? from Mark Costley With this type of will, you share your moral and spiritual values with the loved ones that you will be leaving behind. Learn more about North Carolina legacy planning in this presentation.
What Is A Living Will?
0 Comments July 13, 2015
What Is A Living Will? from Mark Costley You should be aware of the fact that a significant percentage of senior citizens become incapacitated at some point in time. A comprehensive estate plan will include an incapacity planning component. Learn more about North Carolina Living Will in this presentation.
0 Comments July 13, 2015
What Is A Living Will? from Mark Costley You should be aware of the fact that a significant percentage of senior citizens become incapacitated at some point in time. A comprehensive estate plan will include an incapacity planning component. Learn more about North Carolina Living Will in this presentation.
Why Would I Want A Revocable Living Trust?
0 Comments July 6, 2015
Why Would I Want A Revocable Living Trust from Mark Costley This person or entity would be empowered to administer the trust in the event of your incapacitation. Learn more about North Carolina Revocable Living Trust in this presentation.
0 Comments July 6, 2015
Why Would I Want A Revocable Living Trust from Mark Costley This person or entity would be empowered to administer the trust in the event of your incapacitation. Learn more about North Carolina Revocable Living Trust in this presentation.
What Is A Special Needs Trust?
0 Comments June 30, 2015
What Is A Special Needs Trust? from Mark Costley The trustee can use the assets in the trust to provide for the supplemental needs of the beneficiary. These would be needs that the government benefits do not cover. Learn more about North Carolina special needs trust in this presentation.
0 Comments June 30, 2015
What Is A Special Needs Trust? from Mark Costley The trustee can use the assets in the trust to provide for the supplemental needs of the beneficiary. These would be needs that the government benefits do not cover. Learn more about North Carolina special needs trust in this presentation.
Is Medicaid Only For the Poor?
0 Comments June 24, 2015
Is Medicaid Only For the Poor? from Mark Costley Medicare does not pay for long-term care, but Medicaid will assist with these costs Because of this, many elders who were never poor ultimately seek Medicaid eligibility. Learn more about North Carolina Medicaid Only For the Poor in this presentation.
0 Comments June 24, 2015
Is Medicaid Only For the Poor? from Mark Costley Medicare does not pay for long-term care, but Medicaid will assist with these costs Because of this, many elders who were never poor ultimately seek Medicaid eligibility. Learn more about North Carolina Medicaid Only For the Poor in this presentation.
What Is An Elder Law Attorney?
0 Comments June 19, 2015
What Is An Elder Law Attorney? from Mark Costley Medicare will not pay for long-term care, but Medicaid will assist with these costs. In fact, Medicaid pays for most of the long-term care that is received by seniors. Learn more about North Carolina Elder Law Attorney in this presentation
0 Comments June 19, 2015
What Is An Elder Law Attorney? from Mark Costley Medicare will not pay for long-term care, but Medicaid will assist with these costs. In fact, Medicaid pays for most of the long-term care that is received by seniors. Learn more about North Carolina Elder Law Attorney in this presentation
Can Probate Be Avoided?
0 Comments June 16, 2015
Can Probate Be Avoided? from Mark Costley After hearing about some of the pitfalls of probate, you may wonder if it can be avoided The answer is yes, there are probate avoidance strategies that can be implemented. Learn more about North Carolina Probate Be Avoided in this presentation.
0 Comments June 16, 2015
Can Probate Be Avoided? from Mark Costley After hearing about some of the pitfalls of probate, you may wonder if it can be avoided The answer is yes, there are probate avoidance strategies that can be implemented. Learn more about North Carolina Probate Be Avoided in this presentation.
Is North Carolina Probate Always Required
0 Comments May 11, 2015
Is North Carolina Probate Always Required from Mark Costley After your death, the joint tenant would assume ownership of the entirety of the property outside of probate. Learn more about North Carolina Probate Always Required in this presentation.
0 Comments May 11, 2015
Is North Carolina Probate Always Required from Mark Costley After your death, the joint tenant would assume ownership of the entirety of the property outside of probate. Learn more about North Carolina Probate Always Required in this presentation.
Creating a North Carolina Basic Estate Plan
0 Comments May 8, 2015
Creating a North Carolina Basic Estate Plan from Mark Costley The majority of adults in the United States do not have a comprehensive estate plan in place. Learn more about North Carolina basic estate plan in this presentation.
0 Comments May 8, 2015
Creating a North Carolina Basic Estate Plan from Mark Costley The majority of adults in the United States do not have a comprehensive estate plan in place. Learn more about North Carolina basic estate plan in this presentation.
What Is A Living Trust?
0 Comments April 21, 2015
What Is A Living Trust? from Mark Costley You have options when you are deciding how you want your assets to be transferred after you die. A last will is one of your options, but there are others that you should certainly explore. One of them is a living trust. […]
0 Comments April 21, 2015
What Is A Living Trust? from Mark Costley You have options when you are deciding how you want your assets to be transferred after you die. A last will is one of your options, but there are others that you should certainly explore. One of them is a living trust. […]
The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax
0 Comments February 23, 2015
Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an annual gift tax limitation provided a large unintended loophole for individuals to distribute inheritances prior to their death and avoid the estate tax. The federal annual gift tax exclusion was […]
0 Comments February 23, 2015
Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an annual gift tax limitation provided a large unintended loophole for individuals to distribute inheritances prior to their death and avoid the estate tax. The federal annual gift tax exclusion was […]
2015 Lifetime and Annual Gift Tax Exclusion Increases
0 Comments February 3, 2015
Lifetime and Annual Gift Tax Exclusions Historical Overview: Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an annual gift tax limitation provided a large unintended loophole for individuals to distribute inheritances prior to their death and avoid the estate tax. The […]
0 Comments February 3, 2015
Lifetime and Annual Gift Tax Exclusions Historical Overview: Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an annual gift tax limitation provided a large unintended loophole for individuals to distribute inheritances prior to their death and avoid the estate tax. The […]