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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Giving
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
      • Special Needs Planning
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Power of Attorney
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
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      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • 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
        • Trust Administration & Probate
        • Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate Resources
    • Professional Resources
Home » BLOG

IRS Announces 2016 Estate Tax Adjustment

In general these are good days for those of us who worry about the federal estate tax.  The federal estate tax exclusion was raised to $5 … [Read more...] about IRS Announces 2016 Estate Tax Adjustment

Date: November 10, 2015 Category: Estate Planning

What Is Legacy Planning?

What Is North Carolina Legacy Planning? from Mark Costley  With this type of will, you share your moral and spiritual values with the loved … [Read more...] about What Is Legacy Planning?

Date: July 21, 2015 Category: Legacy Planning

What Is A Living Will?

What Is A Living Will? from Mark Costley You should be aware of the fact that a significant percentage of senior citizens become … [Read more...] about What Is A Living Will?

Date: July 13, 2015 Category: Elder Law

Why Would I Want A Revocable Living Trust?

Why Would I Want A Revocable Living Trust from Mark Costley This person or entity would be empowered to administer the trust in the event … [Read more...] about Why Would I Want A Revocable Living Trust?

Date: July 6, 2015 Category: Revocable Living Trust

What Is A Special Needs Trust?

What Is A Special Needs Trust? from Mark Costley The trustee can use the assets in the trust to provide for the supplemental needs of the … [Read more...] about What Is A Special Needs Trust?

Date: June 30, 2015 Category: Trusts

Is Medicaid Only For the Poor?

Is Medicaid Only For the Poor? from Mark Costley Medicare does not pay for long-term care, but Medicaid will assist with these costs … [Read more...] about Is Medicaid Only For the Poor?

Date: June 24, 2015 Category: Medicaid in North Carolina

What Is An Elder Law Attorney?

What Is An Elder Law Attorney? from Mark Costley Medicare will not pay for long-term care, but Medicaid will assist with these costs. In … [Read more...] about What Is An Elder Law Attorney?

Date: June 19, 2015 Category: Medicare

Can Probate Be Avoided?

Can Probate Be Avoided? from Mark Costley After hearing about some of the pitfalls of probate, you may wonder if it can be avoided The … [Read more...] about Can Probate Be Avoided?

Date: June 16, 2015 Category: Probate

Is North Carolina Probate Always Required

Is North Carolina Probate Always Required from Mark Costley After your death, the joint tenant would assume ownership of the entirety of … [Read more...] about Is North Carolina Probate Always Required

Date: May 11, 2015 Category: Estate Planning, Probate

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