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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
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • SECURE Act
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    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
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      • Estate Planning Articles
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      • 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      • Is Your Estate Plan Outdated?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 & Probate
        • Understanding the Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
    • Professional Resources
Home » BLOG
Family caregiver

Choosing a Caregiver – Is Family Always the Best Option?

I sometimes have clients who are faced with difficult decisions related to the realities that come with aging. One of the most important of … [Read more...] about Choosing a Caregiver – Is Family Always the Best Option?

Date: October 4, 2022 Category: General

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

Date: August 11, 2022 Category: Estate Planning, Legal Education

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

Date: August 9, 2022 Category: Estate Planning, Legal Education

Paying federal gift and estate tax

You will always want professional help when it comes to filing Estate Tax returns.

I frequently begin a consultation estate taxes with the phrase "I've got great news". That's because only the wealthiest fraction of one … [Read more...] about You will always want professional help when it comes to filing Estate Tax returns.

Date: August 2, 2022 Category: Taxes

living trust

Grandparents and Gifting: Using a Living Trust

I've heard it said that being a grandparent can be an exceptional gig. If you are fortunate enough to be a grandparent, you understand the … [Read more...] about Grandparents and Gifting: Using a Living Trust

Date: July 19, 2022 Category: Estate Planning

Alzheimer’s diagnosis

What to Do after an Alzheimer’s Diagnosis

An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and may take some time to accept. At Clarity Legal Group … [Read more...] about What to Do after an Alzheimer’s Diagnosis

Date: July 12, 2022 Category: General

Using Entities in Estate Planning

Our clients at Clarity Legal Group sometimes ask us about the issue of legal entities such as partnerships, corporations or limited … [Read more...] about Using Entities in Estate Planning

Date: July 7, 2022 Category: business succession planning, Estate Planning, Legal Education Tagged With: attorney, client, consumer, Estate Planning, family entity, limited liability company, limited partnership, member, membership interest, operating agreement, partnership, partnership agreement

Trustee liability

Can I Be Liable for Mistakes I Make as a Trustee?

In my last post I discussed the fact that you are not obliged to serve as a Trustee just because you are appointed. One of the reasons you … [Read more...] about Can I Be Liable for Mistakes I Make as a Trustee?

Date: July 5, 2022 Category: Trust

How Do I Trust Thee…Part I

Sometimes our new clients at Clarity Legal Group show up with a clear idea of all the people they want to serve as responsible parties in … [Read more...] about How Do I Trust Thee…Part I

Date: July 1, 2022 Category: Estate Administration, Estate Planning, Estate Planning, Legal Education, Trust, Trust Administration

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