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
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?
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.
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
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?
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
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
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?
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?
