At Clarity Legal Group, we’ve guided thousands of North Carolina families through the estate planning process. One thing we’ve learned: many … [Read more...] about 10 Estate Planning Tips to Help You Create a Successful Plan
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
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
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
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations … [Read more...] about The Joy in Joint Trusts
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?
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
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client … [Read more...] about How Do I Trust Thee…Part III
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
