Asset Protection
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Legacy and Protection: Special Estate Planning Considerations for LGBTQIA+ Individuals and Couples
Ensure your partner, chosen family, and assets are legally protected. Discover crucial estate planning considerations for LGBTQ+ couples and single individuals.
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Divorce and Births and Marriage, Oh My!
New life chapters like divorce or marriage require a legal check-in. Discover 4 resolutions to protect your assets in 2026.
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Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design
Learn how Divorce and Creditor Protection Trusts in North Carolina help shield family wealth from lawsuits, creditors, and divorce.
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Can I Access Assets Held in a North Carolina Trust?
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 a trust affects your access…
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Understanding the North Carolina Medicaid Estate Recovery Program: What Families Need to Know
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). This is a federal program…
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Top 5 Mistakes to Avoid If You Receive an Inheritance
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 financial boost, it is important…
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Getting Things Right with Long-Term Care Insurance.
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 for covering the cost of…
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What are the Biggest Risks to Your Assets?
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 leave a financial legacy to…
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The Steps Involved in Asset Protection
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 egg is safe so you…
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Retirement Planning: Consider Assisted Living Costs — Mark Costley
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 the point of being able…
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What Is A Living Trust?
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. Learn more about living trust…
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2015 Lifetime and Annual Gift Tax Exclusion Increases
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 federal annual gift tax exclusion…
Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.