Resources
-
Basic Estate Planning
Estate Planning with Individual Retirement Accounts Probate: An Executor's Role and Responsibilities The Trouble of Joint Tenancy Set The Stage for Medicaid Eligibility Where There's a Will, There's a Probate 15 Common Reasons To Do Estate Planning Planning It Right the Second Time Around Living Trusts: Calculating the Benefits Dangers of Do-It-Yourself Wills and Living…
-
Do you know the health of your estate plan?
Our estate plan checkup will take you step by step to gauge the health of your estate plan. Call us at 919-484-0012 or book your consultation with one of our highly qualified North Carolina estate planning attorneys.
-
Client Asset Information
Personal and Confidential General Information Congratulations on your decision to protect your family with a comprehensive estate plan. Now that you have made this important decision, the next step is to gather and provide us with information about your assets so we can assist you with the funding of your trust. Remember, having a trust…
-
Webinar 7/20
Webinar 7/20 heading h1 Webinar 7/20 Hidden Heading We are now offering our popular Wills, Trusts & Estate Planning Seminar online. Join us from the comfort of your couch! Learn how to protect yourfamily home & nest egg! Tuesday, July 20, 2021 6:00 PM ET Discover How to Protect YourAssets and Provide for Your Loved…
-
Webinar 7/20 – FB
Webinar 7/20 – FB Heading h1 Webinar 7/20 – FB Hidden Heading We’re now offering our popular Wills, Trusts & Nursing Home Asset Protection Seminar online. Join us from the comfort of your couch! Learn how to protect yourfamily home & nest egg Tuesday, July 20, 2021 6:00 PM ET Discover How to Protect YourAssets…
-
Clarity With Your Coffee
Clarity Law Group Clarity With Your Coffee is a series of hour-long, small group meetings that give attendees the opportunity to discuss special topics in estate planning and elder law with Clarity attorneys Mark Costley and Jonathan Williams. Click ‘Save My Seat’ Below to register for the Clarity With Your Coffee event that you…
-
We Wrote a Book!
The Ultimate Caregiver Guide Co-Authored by Attorneys: Mark Costley and Jonathan Williams with Robert Armstrong and Sanford M. Fisch Free Preview Worried about providing the best care for your loved ones while tackling never-ending tasks and decisions? You’re not alone! You are exactly why we created the Ultimate Caregiver Guide. This how-to guide…
-
Caregiver’s Toolkit
Click on the links below to download each worksheet! Caregiver Support Caregiver’s Journal Caregiver’s Document Organizer Caregiving Decision Questionnaire Caregiver’s Log Sample Filing System Checklist for Visiting Elderly Patients General Personal Details Important Contact Information Valuable Records Rewards Program Information Net Worth Calculation Worksheet The Right Financial Planner Home Safety All Areas of the Home…
-
Estate Planning Checkup
Do you have a Will? If you have minor children, do you have a current Will which names Guardians? If the total gross value of all your assets is over $100,000 do you have an Estate Plan? If you have a Living Trust, have you transferred your assets into it? In case you become disabled,…
Free Estate Planning Worksheet
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.