• Home
  • BLOG
  • Reviews
    • Our Reviews
    • Review Us
  • Videos
  • Contact Us
  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Plan Checkup
    • Estate Planning Articles
    • Frequently Asked Questions
      • Elder Law FAQ’s
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • Legacy Wealth Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Is Your Estate Plan Outdated?
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning For Niches
      • Trust Administration
    • Top 10 Estate Planning Techniques

WAEstate

Estate Planning Information Center

919-484-0012 Attend a Free Seminar
Caregivers Summit
  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Plan Checkup
    • Estate Planning Articles
    • Frequently Asked Questions
      • Elder Law FAQ’s
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • Legacy Wealth Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Is Your Estate Plan Outdated?
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning For Niches
      • Trust Administration
    • Top 10 Estate Planning Techniques

Sitemap

Pages

  • A Message From Mark Costley
  • About The American Academy
  • Advantages of Working with Clarity Legal Group
  • Attorneys For Elder Law & Medicaid
  • Attorneys For Your Estate Planning Needs
  • BLOG
  • Business Succession Planning FAQs
  • Caregiver’s Worksheets And Checklists
  • Client Resources
  • Client Reviews
  • Client Seminars
  • Contact Us
  • Corporate and Non-Profit Presentation Sponsors
  • Disclaimer
  • Diversity
  • Durham Advanced Estate Planning
  • Elder Law
  • Meet Our Team
  • Newsletters
  • Our Reviews
  • Peace Of Mind
  • Process
  • Resources
    • Consumer Resources
    • Definitions
    • Elder Law Reports
    • Estate Planning Articles
    • Estate Planning Checkup
    • Frequently Asked Questions
      • Elder Law FAQ’s
      • Estate Planning FAQ’s
      • FAQ’s for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning FAQ’s
      • Trust Administration & Probate FAQ’s
    • Is Your Estate Plan Outdated?
    • Professional Resources
    • Reports
    • Top 10 Estate Planning Techniques
  • Review of Our Services
  • Services
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Asset Protection & Business Planning
    • Counseling Non-Profits
    • Digital Estate Planning
    • Durham, North Carolina Pet Planning Services
    • Elder and Special Needs Law
      • Special Needs Resources
    • Elder Law & Medicaid Services
      • Elder Law & Medicaid Definitions
      • Elder Law Resources
    • Estate & Trust Litigation
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Financial Planning Assistance
    • How the New Estate Tax Exclusion Affects Your Estate Plan
    • Incapacity Planning
      • Incapacity Planning Definitions
    • IRA & Retirement Planning
    • Legacy Planning
      • Legacy Planning Definitions
      • Top 10 Estate and Legacy Planning Techniques
      • What is Legacy Planning?
    • Legacy Real Estate Trust
    • LGBTQ Estate Planning
      • LGBTQ Resources
    • Litigation
    • Pet Planning
    • Probate & Trust Administration
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
    • Social Entrepreneurship & Business Law
  • Special Needs Planning
  • Videos
  • We Wrote a Book!
  • Why We Do It
  • Client Testimonials
  • Mission Statement
  • Published Books
  • Speaker Connection
  • The Academy Fellow Designation

Posts by category

  • Category: Asset Protection
    • What are the Biggest Risks to Your Assets?
    • The Steps Involved in Asset Protection
    • Retirement Planning: Consider Assisted Living Costs — Mark Costley
    • What Is A Living Trust?
    • 2015 Lifetime and Annual Gift Tax Exclusion Increases
  • Category: Elder Law
    • Estate Planning Attorneys Offer Counselling about IRAs
    • The Elder Law Attorneys of Clarity Legal Group are pleased to be presenting at the Triangle Caregivers Conference in Durham today
    • When Might I Need an Elder Law Attorney?
    • What Is A Living Will?
  • Category: Estate Administration
    • Trust Administration is a More Private Way to Transfer Wealth
  • Category: Estate Planning
    • Why You Need to Update Your Estate Plan after a Divorce
    • New Tax Proposal re: Retirement Savings
    • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
    • Planning to Avoid Too Much SALT
    • You Never Know: Planning for the Unexpected
    • When Should I Update My Estate Plan?
    • What Happens to Your Assets if You Don’t Make an Estate Plan?
    • Planning for Frequent Flyer Miles
    • Should You Talk With Your Loved Ones About Estate Planning?
    • What to Do About Leaving Money to an Heir Who is Financially Irresponsible
    • Planning for the International Client
    • 6 Important Estate Planning Considerations – Part 2: Long-Term Care
    • Durham Estate Planning Attorneys Explain Benefits of Advanced Directives
    • 6 Important Estate Planning Considerations – Part 1: Incapacity
    • Common Mistakes When Making a Will
    • Age-Related Retirement Milestones
    • Can Leaving an Equal Inheritance be unfair?
    • Basics of Estate Planning: Lack of Coordination
    • 5 Situations That Should Send you to An Estate Planning Attorney
    • Law in the U.S. can be Participatory
    • Is Probate Always Required?
    • How Can You Provide for Your Pet in Your Estate Plan?
    • How to Find the Right Estate Planning Attorney
    • 5 Power of Attorney Mistakes to Avoid
    • IRS Announces 2016 Estate Tax Adjustment
    • Is North Carolina Probate Always Required
    • Creating a North Carolina Basic Estate Plan
    • The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax
  • Category: Estate Tax
    • Gift and Estate Taxes – the Basics
  • Category: General
    • The Top Reasons for Avoiding Probate
  • Category: Incapacity Planning
    • How a Chapel Hill Living Trust Attorney Helps You Plan for Incapacity
    • How Can Durham Area Elder Law Attorneys Help You Plan for Incapacity?
  • Category: Inheritance
  • Category: IRA
  • Category: Legacy Planning
    • How Is Legacy Planning Different from Estate Planning?
    • What Is Legacy Planning?
  • Category: Legal Education
  • Category: Medicaid in North Carolina
    • 5 Things You Need to Know about Qualifying for Medicaid As a Senior
    • North Carolina Nursing Homes Could be Kicked Out of the Medicare Program
    • What is Considered a Countable Asset for Medicaid?
    • Key Things a Chapel Hill Medicaid Attorneys Wants You to Know
    • How Medicaid Attorneys Help Plan for Nursing Home Care
    • North Carolina May Have to Repay $20 Million in Medicaid Reimbursements
    • Do You Need to Include Medicaid Planning in Your Estate Plan?
    • Is Medicaid Only For the Poor?
  • Category: Medicare
    • What Is An Elder Law Attorney?
  • Category: Power of Attorney
  • Category: Probate
    • 5 Things You Need to Do Immediately If You Are the Executor
    • Why an Executor Should Hire a Probate Lawyer
    • What are Some of the Different Ways to Avoid Probate?
    • Why Avoid Probate?
    • What Executors Must Know About the Probate Process
    • Can Probate Be Avoided?
  • Category: Retirement Planning
  • Category: Revocable Living Trust
    • Why Would I Want A Revocable Living Trust?
  • Category: Special Needs Planning
    • Understanding the Types of Special Needs Trusts
  • Category: Trust
    • The Ultimate Caregiver Guide
    • What is a Revocable Living Trust?
    • How Trust Lawyers Help Trust Beneficiaries in the Triangle
    • Why work with a Trust Attorney when Creating a Living Trust?
    • Do Trust Lawyers Only Help Wealthy People?
    • 5 Ways Durham Chapel Hill Trust Attorneys Help You Protect Your Family
    • The Value of a Living Trust
    • What Is Involved in Creating a Trust?
  • Category: Trust Administration
    • How to Pick Your Trustee
    • What to Know Before Agreeing to be a Trust Administrator
    • Your Trust Administration Checklist
  • Category: Trusts
    • How Can I Use a Trust to Protect My Minor Child’s Inheritance?
    • What Is A Special Needs Trust?
  • Category: Wills
    • I Was Appointed Executor of a Will of a Decedent. Now What?
    • Can’t I Just Save Money by Using a DIY Will?

Free Estate Planning Checklist

Follow Us

Address

Clarity Legal Group
1414 Raleigh Road
Suite 445, Chapel Hill, NC 27517
United States (US)
Phone: 919-484-0012

reply@claritylegalgroup.com

Mailing Address
PO Box 2207
Chapel Hill, NC 27515

Exchange West Office Map

Office Hours

Monday9:00 AM - 5:30 PM
Tuesday9:00 AM - 5:30 PM
Wednesday9:00 AM - 5:30 PM
Thursday9:00 AM - 5:30 PM
Friday9:00 AM - 5:30 PM

Map

clarity_sidbr_map
  • About The American Academy
  • Disclaimer
  • Diversity
  • Sitemap
  • Privacy Policy
  • © 2019 American Academy of Estate Planning Attorneys.
    All Rights Reserved.
    Attorney Advertisement
  • Clarity Legal Group

"AV® , AV Preeminent® , Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are Certification Marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies."

x

Fill out the form below to access to the worksheets and checklists discussed in The Ultimate Caregiver Guide! After submitting this form, you can click to download any of the worksheets listed here. Thank you!