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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
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
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    • Frequently Asked Questions
      • Elder Law
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      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Estate Planning 101
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      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Spliter
        • Philanthropy and Your Estate Plan
        • Planning for Dementia
        • Probate
        • Serving as Executor
        • Special Needs Planning
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        • Trust Administration & Probate
        • Understanding the Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
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Home » BLOG

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

Creating a North Carolina Basic Estate Plan

Creating a North Carolina Basic Estate Plan from Mark Costley The majority of adults in the United States do not have a comprehensive … [Read more...] about Creating a North Carolina Basic Estate Plan

Date: May 8, 2015 Category: Estate Planning

What Is A Living Trust?

What Is A Living Trust? from Mark Costley You have options when you are deciding how you want your assets to be transferred after you … [Read more...] about What Is A Living Trust?

Date: April 21, 2015 Category: Asset Protection, Estate Administration, Estate Planning, Trust Administration, Trusts

The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax

Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an … [Read more...] about The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax

Date: February 23, 2015 Category: Estate Planning, Estate Tax, General, Inheritance

2015 Lifetime and Annual Gift Tax Exclusion Increases

Lifetime and Annual Gift Tax Exclusions Historical Overview: Congress and the Wilson administration established the original federal … [Read more...] about 2015 Lifetime and Annual Gift Tax Exclusion Increases

Date: February 3, 2015 Category: Asset Protection, Estate Planning, Trusts

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