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    • Our Commitment to Equity and Inclusion
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    • 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
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      • Estate and Gift Tax Figures
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      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
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    • A Message From Mark Costley
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    • Webinar on Estate Planning
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      • Top 10 Estate Planning Techniques
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Home » BLOG
nursing home planning North Carolina

Navigating Nursing Home Planning in North Carolina: A Comprehensive Guide

For my clients who are navigating the complex landscape of long-term care options, I stress the importance of planning ahead. Clients are … [Read more...] about Navigating Nursing Home Planning in North Carolina: A Comprehensive Guide

Date: February 23, 2024 Category: Elder Law

Intestate estate

What is an Intestate Estate and Why You Want to Avoid It

The choice as to how someone's hard earned wealth is distributed after their death is one of the most basic foundations of estate planning. … [Read more...] about What is an Intestate Estate and Why You Want to Avoid It

Date: February 15, 2024 Category: Estate Planning Tagged With: Estate Planning, intestate estate

What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning

I wanted to share an interesting blog post from my friend, Tereina Stidd, at the American Academy of Estate Planning Attorneys. In this … [Read more...] about What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning

Date: January 1, 2024 Category: Estate Planning, Legal Education

Beneficiary Defective Inheritance Trust

Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?

For my clients who own a small business, I always stress the importance of incorporating a business succession planning component into their … [Read more...] about Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?

Date: December 5, 2023 Category: business succession planning

Assisted living North Carolina

Understanding Assisted Living in North Carolina

For some of my older clients or clients providing care to older family members, there comes a time when consideration must be given to … [Read more...] about Understanding Assisted Living in North Carolina

Date: December 5, 2023 Category: Elder Law

Estate planning tips

10 Estate Planning Tips to Help You Create a Successful Plan

At Clarity Legal Group, we’ve guided thousands of North Carolina families through the estate planning process. One thing we’ve learned: many … [Read more...] about 10 Estate Planning Tips to Help You Create a Successful Plan

Date: July 11, 2023 Category: Estate Planning

North Carolina elective share

Spousal Elective Share in North Carolina Explained

When I work with married clients, many of them choose to create reciprocal estate plans, meaning the spouse’s individual estate plans … [Read more...] about Spousal Elective Share in North Carolina Explained

Date: June 29, 2023 Category: Estate Planning

North Carolina probate checklist

North Carolina Probate Checklist

I frequently have clients who recently lost a loved one and who find themselves in the position of needing to oversee the administration of … [Read more...] about North Carolina Probate Checklist

Date: June 28, 2023 Category: Probate

Avoid estate taxes

4 Ways to Avoid Estate Taxes

For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave … [Read more...] about 4 Ways to Avoid Estate Taxes

Date: June 28, 2023 Category: Estate Tax

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Clarity Legal Group is conveniently located in the heart of the Triangle, based in Chapel Hill and proudly serving the state of North Carolina including Durham, Cary, Apex, Pittsboro, Hillsborough, Holly Springs, and Raleigh.

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