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Estate Planning Information Center

919-484-0012 Attend a Free Seminar
Caregivers Summit
  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Plan Checkup
    • Estate Planning Articles
    • Frequently Asked Questions
      • Elder Law FAQ’s
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • Legacy Wealth Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Is Your Estate Plan Outdated?
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning For Niches
      • Trust Administration
    • Top 10 Estate Planning Techniques

The Elder Law Attorneys of Clarity Legal Group are pleased to be presenting at the Triangle Caregivers Conference in Durham today

June 14, 2018, by Mark Costley

Medicaid planning

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 there is nothing better we can do with our time and experience than serve as support to those caregivers, guiding them through the difficult array of circumstances they may face as a caregiver, all built around the issue of control: control of healthcare decisions, financial accounts, contracts, professional services, … [Read more...]

Filed Under: Elder Law, Estate Administration, Estate Planning, Incapacity Planning, Medicaid in North Carolina, Power of Attorney

Trust Administration is a More Private Way to Transfer Wealth

May 22, 2018, by Mark Costley

trust administration

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 a trust before your death. Furthermore, the privacy is only assured if you use the Trust Agreement as a vehicle for avoiding the court process known as probate, which requires both … [Read more...]

Filed Under: Estate Administration, Estate Planning, Probate, Revocable Living Trust, Trust Administration, Trusts

What Is A Living Trust?

April 21, 2015, Mark Costley

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 in this presentation. … [Read more...]

Filed Under: Asset Protection, Estate Administration, Estate Planning, Trust Administration, Trusts

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