Protecting Loved Ones with Special Needs: Understanding Special Needs Trusts in North Carolina If you want to leave money or … [Read more...] about Understanding the Types of Special Needs Trusts
5 Things You Need to Do Immediately If You Are the Executor
The time period immediately following the loss of a loved one is often filled with heightened emotions and confusion. Understandably, the … [Read more...] about 5 Things You Need to Do Immediately If You Are the Executor
Why You Need to Update Your Estate Plan after a Divorce
Going through a divorce is never easy. On the contrary, even the most amicable divorce typically causes increased stress and anxiety. It … [Read more...] about Why You Need to Update Your Estate Plan after a Divorce
New Tax Proposal re: Retirement Savings
There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings … [Read more...] about New Tax Proposal re: Retirement Savings
How to Pick Your Trustee
As both your estate and your family grow, the need for a more comprehensive estate plan will likely be clear. When you decide to improve … [Read more...] about How to Pick Your Trustee
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
My friend Steve Hartnett, Director of Education for the American Academy of Estate Planning Attorneys has a clear blog post addressing the … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
How Can I Use a Trust to Protect My Minor Child’s Inheritance?
Little in life is as simple as we hope or imagine. Having spent most of my legal career working in the estate planning field, I am still … [Read more...] about How Can I Use a Trust to Protect My Minor Child’s Inheritance?
Planning to Avoid Too Much SALT
The 2018 changes in the federal tax laws were a mixed bag. One of the disadvantages for many tax payers was the new cap of $10,000 on … [Read more...] about Planning to Avoid Too Much SALT
Why an Executor Should Hire a Probate Lawyer
My most recent posts have focused on the importance of probate avoidance and what approaches might best accomplish this important estate … [Read more...] about Why an Executor Should Hire a Probate Lawyer
