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  • WhoWe Are
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    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Giving
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      • 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
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      • 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 & Probate
        • Understanding the Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
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Home » Estate Planning
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

Discuss aging

How Do I Discuss Estate Planning with My Aging Parents?

Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental … [Read more...] about How Do I Discuss Estate Planning with My Aging Parents?

Date: February 22, 2023 Category: Estate Planning

Digital assets

Digital Estate Planning Checklist

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 … [Read more...] about Digital Estate Planning Checklist

Date: February 14, 2023 Category: Estate Planning

How Do I Trust Thee…Part II

When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary … [Read more...] about How Do I Trust Thee…Part II

Date: August 9, 2022 Category: Estate Planning, Legal Education

living trust

Grandparents and Gifting: Using a Living Trust

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 … [Read more...] about Grandparents and Gifting: Using a Living Trust

Date: July 19, 2022 Category: Estate Planning

How Do I Trust Thee…Part I

Sometimes our new clients at Clarity Legal Group show up with a clear idea of all the people they want to serve as responsible parties in … [Read more...] about How Do I Trust Thee…Part I

Date: July 1, 2022 Category: Estate Administration, Estate Planning, Estate Planning, Legal Education, Trust, Trust Administration

How Do I Title Thee…Part II

We often recommend a trust as part of a comprehensive Estate Plan.  We cannot say often enough that whether your plan includes a trust or … [Read more...] about How Do I Title Thee…Part II

Date: July 1, 2022 Category: Estate Planning, Legal Education

estate planning single

Estate Planning is part of a Life Well Lived, Regardless of Marital Status.

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 … [Read more...] about Estate Planning is part of a Life Well Lived, Regardless of Marital Status.

Date: June 28, 2022 Category: Estate Planning

How Do I Title Thee…Part 1

We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building … [Read more...] about How Do I Title Thee…Part 1

Date: June 14, 2022 Category: Estate Planning, Legal Education

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Clarity Legal Group

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.

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