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  • Who We Are
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    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
    • Estate Planning
    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
      • Business Succession Planning
      • Chapel Hill Charitable Giving
      • Estate and Gift Tax Figures
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
  • Events
  • Resources
    • Webinar on Estate Planning
    • Estate Planning Blog
    • Video Library
    • Estate Planning Resources
      • Estate Planning Articles
      • Frequently Asked Questions
      • Glossary
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
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      • Probate FAQs
      • Probate Articles
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Home » Trusts
Image of Michael Jackson during his 1984 White House Visit. Overlaid are the words "King of Pop's Estate Planning Horror Story."

Michael Jackson’s Estate Planning Horror Story: Don’t Let This Be Your Legacy

October brings falling leaves, pumpkin spice, and spooky stories. But some of the scariest tales don’t involve ghosts. They come from beyond … [Read more...] about Michael Jackson’s Estate Planning Horror Story: Don’t Let This Be Your Legacy

Date: October 6, 2025 Category: Estate Planning, Inheritance, Trusts

Image of a middle aged couple and an older couple to represent an family discussing trustee liability in NC.

Trustee Liability in North Carolina: What You Need to Know

Understanding Trustee Liability in North Carolina More North Carolina families are turning to trusts as part of their estate plans. At … [Read more...] about Trustee Liability in North Carolina: What You Need to Know

Date: October 2, 2025 Category: Trust Administration, Trusts

Photo of a woman using a computer with a neat desk to represent some of the top 5 qualities to look for when choosing a successor trustee

Top 5 Qualities to Look for When Choosing a Successor Trustee

When setting up a trust, one of the most important decisions you’ll make is choosing a successor trustee. This person will manage your trust … [Read more...] about Top 5 Qualities to Look for When Choosing a Successor Trustee

Date: September 29, 2025 Category: Estate Planning, Revocable Living Trust, Trust Administration, Trusts

Image of a woman sitting in the background with a half-packed suitcase in the foreground. She's making a list. This symbolizes the idea of what to put in a trust and what not to put in a trust.

6 Things You Should Never Put in Your Trust (And What to Do Instead)

If you’re setting up a Living Trust, you already know the importance of getting your plan right. But do you know what not to put in a trust? … [Read more...] about 6 Things You Should Never Put in Your Trust (And What to Do Instead)

Date: September 25, 2025 Category: Estate Planning, Trusts

Photo of a man showing surprise and dismay with his hands on his head. The text across reads "3 Common Estate Planning Mistakes."

The 3 Common Mistakes People Make with Their Wills and Trusts in Raleigh Durham

At Clarity Legal Group®, we often meet families who believed they had “taken care of everything” by creating a Will or Trust. But when it … [Read more...] about The 3 Common Mistakes People Make with Their Wills and Trusts in Raleigh Durham

Date: September 18, 2025 Category: Estate Planning, Trusts, Wills

A mother and her daughter "reviewing" homework as a playful representation of the need to Review Your Estate Plan

The New School Year Is Here and You Have Homework: Review Your Estate Plan

Back-to-school season is a reset for families. It’s also the perfect time to review your estate plan. New milestones might mean it's time to … [Read more...] about The New School Year Is Here and You Have Homework: Review Your Estate Plan

Date: August 28, 2025 Category: Estate Planning, Trusts, Wills

Errors North Carolina Trustees

Common Mistakes North Carolina Trustees Make (and How to Avoid Them)

Serving as Trustee is an honor and a serious job. When you accept the role, someone is trusting your judgment. North Carolina law also holds … [Read more...] about Common Mistakes North Carolina Trustees Make (and How to Avoid Them)

Date: August 18, 2025 Category: Trust Administration, Trusts

A photo of a couple with wedding rings between them to symbolize the need for Divorce and Creditor Protection Trusts in North Carolina

Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design

Families in the Triangle work hard to build savings, homes, and businesses. Divorce and Creditor Protection Trusts in North Carolina can … [Read more...] about Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design

Date: August 14, 2025 Category: Asset Protection, Business succession, business succession planning, Estate Planning, Family Owned Business, General, Trusts

A photo of a person looking for papers in a filebox. This illustrates understanding fiduciary duties in estate planning.

Understanding Fiduciary Duties in Estate Planning: What Every North Carolina Family Should Know

If you’ve named a Trustee, Executor, or Power of Attorney in your estate plan, or if you’ve been named one yourself, you hold a fiduciary … [Read more...] about Understanding Fiduciary Duties in Estate Planning: What Every North Carolina Family Should Know

Date: August 4, 2025 Category: Estate Administration, Estate Planning, Trust Administration, Trusts

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