Practice Areas
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Long-Term Care Insurance Denial
You Held Up Your End of the Bargain. Now the Insurance Company Needs to Hold Up Theirs. For years, you paid your premiums faithfully. You did this because you wanted to protect your dignity and your family’s financial future. You bought peace of mind, trusting that your insurance company would be there when you needed […] -
Comprehensive Estate Planning in North Carolina
At Clarity Legal Group®, we think estate planning is more than just papers. Comprehensive estate planning is about peace of mind and safety for you and your loved ones. Our service offers a complete, customized approach to preparing for the future. If you want to keep your wealth, avoid probate, protect your family, or plan for […] -
Trust Administration
Experienced North Carolina Trust Administration Attorney in Wake, Durham, Orange, Chatham, Franklin, and Johnston Counties If your loved one established a revocable living trust, their estate may avoid probate, allowing for a faster, private, and more cost-effective distribution of assets. However, trust administration still requires careful legal and financial management. At Clarity Legal Group, we […] -
Probate
Get clear, compassionate guidance through the legal and financial responsibilities that follow the loss of a loved one. -
Wills
Why Every Adult in North Carolina Needs a Will No matter your age or financial situation, having a will is essential. A will ensures that your assets go to the people and causes you care about, rather than leaving the state to decide. Without a will, your family could face costly legal battles, delays, and […] -
Special Needs Trusts: Secure Your Child’s Future Without Risking Essential Benefits
Protecting Your Child’s Financial Security and Benefits in Wake, Durham, Orange, Chatham, Franklin, and Johnston Counties If you have a child with special needs, planning for their future is essential. Without the right legal protections, an inheritance or financial gift could unintentionally disqualify them from government benefits like Medicaid and Supplemental Security Income (SSI). At […] -
Living Trusts
Protect your assets and make their eventual transfer to your loved ones simpler, private, and more efficient. -
Power of Attorney and Healthcare Documents in Durham, Wake, and Chatham Counties
Plan for the Unexpected – Protect Your Future Life is unpredictable. A sudden illness or accident can leave you unable to make financial or healthcare decisions for yourself. Already having in place your Power of Attorney and Healthcare Documents in North Carolina ensures that your wishes are honored and that your loved ones have the […] -
Chapel Hill Charitable Giving
Many of our clients find that providing financially for a favorite charity or charities helps them support the programs and institutions that are most important to them and can be a meaningful way to preserve their legacy. To further their philanthropic goals, we encourage clients to incorporate charitable gifts into their estate plans. At Clarity […] -
Attorneys For Elder Law & Medicaid
Elder Law and Special Needs Planning Most people spend their lives working hard so they and their families will have what they need. Sometimes, at the end of life, we have no control over what we need. We may face significant challenges as our health deteriorates. Our families can lose everything they have when costs […] -
Estate Planning
Build a comprehensive plan that protects your family, your assets, and the legacy you want to leave behind. -
Business Succession Planning
Business succession planning is of vital importance to everyone who owns an interest in a business, whether you operate a sole proprietorship, corporation, or Limited Liability Company (LLC). The process of business succession planning can ensure your company is able to survive and serve as a lasting legacy to be handed down through the generations […] -
Family Foundation
When your family is committed to establishing your legacy and making a difference through significant philanthropy, the creation of a family foundation may be an effective way to accomplish your goals. A family foundation can provide you with much more control over your charitable contributions than donating to other organizations, as well as providing important […] -
Family Limited Partnerships
A family limited partnership is a powerful way to transfer assets while reducing or avoiding gift and estate taxes. Family Limited Partnerships (or Family Limited Liability Companies) can be a beneficial way not only for business owners to transfer control of their companies to their loved ones, but also for those who have substantial wealth […] -
Estate and Gift Tax Figures
FEDERAL Estate and Gift Tax Applicable Exclusion: The amount that can be passed of federal tax. Whatever amount is used during lifetime is no longer available for use to pass assets at death. The Estate and Gift Tax Applicable Exclusion is currently $15 million. Annual Gift Tax Exclusion: The amount that can be given to […] -
Elder Law & Medicaid
Plan ahead for long-term care while protecting assets and helping your family navigate important decisions.