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?
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are … [Read more...] about What Everyone Should Know about the New FDIC Regulations
What You Do Not Know about Estate Planning Could Hurt You
Initially, the concept of estate planning is a mystery for many of my clients. That is completely understandable given how many different … [Read more...] about What You Do Not Know about Estate Planning Could Hurt You
