If you have yet to take the time to create your estate plan, you need to make the time to do so. Despite understanding the importance of … [Read more...] about How to Find the Right Estate Planning Attorney
How Is Legacy Planning Different from Estate Planning?
Almost everyone has heard of estate planning – but have you heard of legacy planning? Legacy planning takes the concept of estate planning … [Read more...] about How Is Legacy Planning Different from Estate Planning?
What Is Involved in Creating a Trust?
For most people, a Last Will and Testament serves as the foundation of their comprehensive estate plan. Your Will, however, is rarely the … [Read more...] about What Is Involved in Creating a Trust?
5 Power of Attorney Mistakes to Avoid
Estate planning typically involves a number of tools and strategies, each aimed at achieving a different goal within the larger plan. One of … [Read more...] about 5 Power of Attorney Mistakes to Avoid
Gift and Estate Taxes – the Basics
When you sit down to create your comprehensive estate plan one of the primary goals you will likely have is to create a plan that reduces … [Read more...] about Gift and Estate Taxes – the Basics
Do You Need to Include Medicaid Planning in Your Estate Plan?
Like most people, you have likely heard of Medicaid, though you may never have needed the benefits afforded by the Medicaid program during … [Read more...] about Do You Need to Include Medicaid Planning in Your Estate Plan?
Retirement Planning: Consider Assisted Living Costs — Mark Costley
Retirement planning can actually be a lot of fun as you envision what your life will be like after you put your working years behind you. If … [Read more...] about Retirement Planning: Consider Assisted Living Costs — Mark Costley
IRS Announces 2016 Estate Tax Adjustment
In general these are good days for those of us who worry about the federal estate tax. The federal estate tax exclusion was raised to $5 … [Read more...] about IRS Announces 2016 Estate Tax Adjustment
What Is Legacy Planning?
What Is North Carolina Legacy Planning? from Mark Costley With this type of will, you share your moral and spiritual values with the loved … [Read more...] about What Is Legacy Planning?
