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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
    • Social Entrepreneurship & Business Law
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    • Peace Of Mind
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    • Elder Law Reports
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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      • Is Your Estate Plan Outdated?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

How Do I Title Thee…Part II

We often recommend a trust as part of a comprehensive Estate Plan.  We cannot say often enough that whether your plan includes a trust or … [Read more...] about How Do I Title Thee…Part II

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

Trustee

Do I Have to Accept the Job of Trustee?

When it comes time to administer a trust, the person appointed as the Trustee is responsible for doing so. I am sometimes surprised to have … [Read more...] about Do I Have to Accept the Job of Trustee?

Date: June 30, 2022 Category: Trust Administration

estate planning single

Estate Planning is part of a Life Well Lived, Regardless of Marital Status.

I have a significant number of people ask me why they would need an estate plan as a single adult. This is because there is a common … [Read more...] about Estate Planning is part of a Life Well Lived, Regardless of Marital Status.

Date: June 28, 2022 Category: Estate Planning

The Kiddie Tax is No Child’s Game

AT Clarity Legal Group encourage our clients to ask questions before making any transfer of wealth, even the relatively small gifts.  One of … [Read more...] about The Kiddie Tax is No Child’s Game

Date: June 25, 2022 Category: Estate Planning, Legal Education, tax Tagged With: 529 Plan, attorney, consumer, estate planning, Kiddie Tax, Tax Cuts and Jobs Act of 2017, tax practitioner, unearned income, Uniform Gifts to Minors Act

Medicaid waiting period

What Is the Medicaid Waiting Period?

Many of our older clients are unfamiliar with the eligibility requirements and participant benefits of the Medicaid program because they … [Read more...] about What Is the Medicaid Waiting Period?

Date: June 21, 2022 Category: Medicaid in North Carolina

Durham Elder Law Attorneys

Solutions When Siblings Cannot Agree on Medical Care for A Parent

I spent twenty years of my legal career as a part time Mediator of civil court disputes in North Carolina Superior Court. I can't say I … [Read more...] about Solutions When Siblings Cannot Agree on Medical Care for A Parent

Date: June 16, 2022 Category: Elder Law

How Do I Title Thee…Part 1

We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building … [Read more...] about How Do I Title Thee…Part 1

Date: June 14, 2022 Category: Estate Planning, Legal Education

Durham estate planning attorney

What Is a “Stepped-Up” Basis and Why Does It Matter?

For many of my clients, taxes are a big concern. In any event, tax consequences play and important role when crafting an estate plan. … [Read more...] about What Is a “Stepped-Up” Basis and Why Does It Matter?

Date: June 7, 2022 Category: Estate Planning

Durham estate planning attorneys

How Can an Estate Planning Attorney Help Me?

You undoubtedly know that an estate planning attorney can help you create your estate planning documents, however, estate planning -- at … [Read more...] about How Can an Estate Planning Attorney Help Me?

Date: April 26, 2022 Category: Estate Planning, General

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