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  • Who We Are
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    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
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    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
      • Business Succession Planning
      • Chapel Hill Charitable Giving
      • Estate and Gift Tax Figures
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
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    • Webinar on Estate Planning
    • Estate Planning Blog
    • Video Library
    • Estate Planning Resources
      • Estate Planning Articles
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      • Glossary
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
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Home » Estate Planning
Intestate estate

What is an Intestate Estate and Why You Want to Avoid It

The choice as to how someone's hard earned wealth is distributed after their death is one of the most basic foundations of estate planning. … [Read more...] about What is an Intestate Estate and Why You Want to Avoid It

Date: February 15, 2024 Category: Estate Planning Tagged With: Estate Planning, intestate estate

Using Entities in Estate Planning

Our clients at Clarity Legal Group sometimes ask us about the issue of legal entities such as partnerships, corporations or limited … [Read more...] about Using Entities in Estate Planning

Date: July 7, 2022 Category: business succession planning, Estate Planning, Legal Education Tagged With: attorney, client, consumer, Estate Planning, family entity, limited liability company, limited partnership, member, membership interest, operating agreement, partnership, partnership agreement

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 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

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The SECURE Act and What It Means for You

Those of you who attended our 2019 Clarity Legal Group® Annual Client Education Program heard our discussion and predictions regarding the … [Read more...] about The SECURE Act and What It Means for You

Date: February 6, 2020 Category: Estate Planning, Legal Education Tagged With: 7e3806e854867555e7c35161997fa64d, Estate Planning, retirement plan

Planning for Frequent Flyer Miles

This is a post from my friend Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, about the … [Read more...] about Planning for Frequent Flyer Miles

Date: August 4, 2018 Category: Estate Planning, Legal Education Tagged With: Anthony Bourdain, contractual rights, Estate Planning, frequent flyer miles

Planning for the International Client

Estate planning for the international client can be tricky. In this post, my friend Steve Hartnett, the Director of Education for the … [Read more...] about Planning for the International Client

Date: July 2, 2018 Category: Estate Planning, Legal Education Tagged With: Estate Planning, estate tax, green card holder, international non-resident alien, lawful permanent resident alien

6 Important Estate Planning Considerations – Part 2: Long-Term Care

Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an … [Read more...] about 6 Important Estate Planning Considerations – Part 2: Long-Term Care

Date: May 24, 2018 Category: Estate Planning, Legal Education Tagged With: Estate Planning, insurance, long term care, LTC, Medicaid, Medicare, retirement, trust

6 Important Estate Planning Considerations – Part 1: Incapacity

One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides … [Read more...] about 6 Important Estate Planning Considerations – Part 1: Incapacity

Date: May 1, 2018 Category: Estate Planning, Legal Education Tagged With: emergency, end-of-life, Estate Planning, incapacity, power of attorney

Age-Related Retirement Milestones

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The … [Read more...] about Age-Related Retirement Milestones

Date: March 8, 2018 Category: Estate Planning, Legal Education Tagged With: 401(k), 7e3806e854867555e7c35161997fa64d, distribution, Estate Planning, Medicare, retirement

Clarity Legal Group

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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