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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Giving
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
      • Special Needs Planning
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Power of Attorney
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Estate Planning 101
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Spliter
        • Philanthropy and Your Estate Plan
        • Planning for Dementia
        • Probate
        • Serving as Executor
        • Special Needs Planning
        • Tax Avoidance Planning
        • Trust Administration
        • Trust Administration & Probate
        • Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate Resources
    • Professional Resources
Home » BLOG
Estate planning tips

10 Estate Planning Tips to Help You Create a Successful Plan

After many years of helping people create successful estate plans, I can confidently say that most people are initially intimidated by the … [Read more...] about 10 Estate Planning Tips to Help You Create a Successful Plan

Date: July 11, 2023 Category: Estate Planning

North Carolina elective share

Spousal Elective Share in North Carolina Explained

When I work with married clients, many of them choose to create reciprocal estate plans, meaning the spouse’s individual estate plans … [Read more...] about Spousal Elective Share in North Carolina Explained

Date: June 29, 2023 Category: Estate Planning

North Carolina NFA gun trust

What Is a North Carolina NFA Gun Trust?

Some of my clients count a valuable firearms collection among their estate assets. When deciding how to handle firearms within an estate … [Read more...] about What Is a North Carolina NFA Gun Trust?

Date: June 29, 2023 Category: Trusts

North Carolina probate checklist

North Carolina Probate Checklist

I frequently have clients who recently lost a loved one and who find themselves in the position of needing to oversee the administration of … [Read more...] about North Carolina Probate Checklist

Date: June 28, 2023 Category: Probate

Avoid estate taxes

4 Ways to Avoid Estate Taxes

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 … [Read more...] about 4 Ways to Avoid Estate Taxes

Date: June 28, 2023 Category: Estate Tax

Pass down real estate

How to Pass Down Real Estate in Your Estate Plan

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 … [Read more...] about How to Pass Down Real Estate in Your Estate Plan

Date: June 28, 2023 Category: Estate Planning

Professional Trustee

What Are the Benefits of Appointing a Professional Trustee?

Many of my clients choose to incorporate a trust agreement into their estate plans. One of the most important decisions they must make when … [Read more...] about What Are the Benefits of Appointing a Professional Trustee?

Date: June 28, 2023 Category: Trusts

Estate planning liquidity

Why Liquidity Is Important Within Your Estate Plan

When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing … [Read more...] about Why Liquidity Is Important Within Your Estate Plan

Date: May 15, 2023 Category: Estate Planning

ABLE Account

What Are the Drawbacks to Creating an ABLE Account?

For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a … [Read more...] about What Are the Drawbacks to Creating an ABLE Account?

Date: May 15, 2023 Category: Special Needs Planning

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