Estate Administration
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Stuck Without an Executor or Trustee? Why You’re Not as Alone as You Think
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.
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Understanding Fiduciary Duties in Estate Planning: What Every North Carolina Family Should Know
Learn the key duties of a fiduciary in North Carolina estate planning. Understand trustee responsibilities and how to avoid common mistakes.
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A Guide to North Carolina Trust Administration
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 trust administration offers an efficient,…
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Avoid These Top 10 North Carolina Probate Mistakes
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 regularly help clients navigate probate…
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Selling a Family Home After a Death: What to Expect Emotionally and Practically
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 more manageable. Here’s an overview…
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Why the AAEPA Spring Summit Matters to Your Family’s Future
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? What Is the AAEPA? The…
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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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Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
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, the case underscores the critical…
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How Do I Trust Thee…Part I
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.…
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Medicaid Pilot Program Helps North Carolina Residents
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 there is nothing better we…
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Trust Administration is a More Private Way to Transfer Wealth
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.…
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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…
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.