
Revocable Living Trust
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Why Naming Co-Trustees or Co-Executors Might Be A Huge Estate Planning Mistake
Thinking about naming your adult children as co-trustees or co-executors to keep things fair? Discover why this common estate planning choice often backfires and how to play to your family’s true strengths instead.
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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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Understanding a Lady Bird Deed in North Carolina: What it Does and Doesn’t Do
While a Lady Bird Deed can sound like the perfect “shortcut,” it is rarely a complete substitute for a comprehensive estate plan. Let’s dive into what a Lady Bird Deed actually is, what it can and cannot do in North Carolina, and why a trust-based plan often offers superior protection for your family. When it…
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Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker
Celebrate Black History Month by learning how Madam C.J. Walker used a visionary estate plan to protect her empire and fund social justice for generations.
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How to Protect Your Family’s Inheritance from Creditors and Divorce
Learn how the “low hanging fruit” of Estate Planning shields your family’s inheritance from lawsuits and divorce in North Carolina.
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Why Your Financial Planner Shouldn’t Create Your Estate Planning Documents
Estate planning and financial planning work together, but they are not the same discipline. Your financial planner plays a vital role in helping you save, invest, and plan for your future. But when it comes to drafting legal estate planning documents, the right professional is an experienced estate planning attorney. You can trust your financial…
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Estate Planning Attorney vs Online Service: Don’t Let Your Plan Fall Short
Comparing an estate planning attorney vs an online service? Learn why comprehensive planning done right matters more than you think.
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Top 5 Qualities to Look for When Choosing a Successor Trustee
Choosing a successor trustee is a key part of your estate plan. Learn the top five traits to look for to protect your legacy and loved ones.
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Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
Unsure whether guardianship vs trust is right for your loved one? Learn the differences, pros and cons, and how to choose the best option.
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Recognizing the Signs: When to Update Your Estate Plan for Cognitive Decline
Discover how estate planning for cognitive decline helps protect your legacy and avoid legal complications. Learn when to update key documents like Powers of Attorney and Trusts.
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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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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…
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.
