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Category: Asset Protection
- Legacy and Protection: Special Estate Planning Considerations for LGBTQIA+ Individuals and Couples
- Divorce and Births and Marriage, Oh My!
- Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design
- Can I Access Assets Held in a North Carolina Trust?
- Understanding the North Carolina Medicaid Estate Recovery Program: What Families Need to Know
- Top 5 Mistakes to Avoid If You Receive an Inheritance
- Getting Things Right with Long-Term Care Insurance.
- 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: Business succession
- Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker
Category: business succession planning
- Business Succession Planning in North Carolina
- Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?
- Using Entities in Estate Planning
Category: Caregiver
- Navigating an Alzheimer’s Diagnosis: A Guide to Protecting Your Future
- Crisis Preparedness for Caregivers and Families: Why It Matters and How to Get Ahead of the Emergency
- What Happens If I Become Incapacitated? Incapacity Planning in North Carolina
- Support for Unpaid Caregivers in North Carolina
- Estate Planning for Caregivers
- How to Protect your Loved Ones Needing Care: Questions to Ask When Choosing a Long-Term Care Facility
Category: consumer protection
- What Everyone Should Know about the New FDIC Regulations
Category: Elder Law
- 3 Signs It’s Time to Talk to Your Parents About Estate Planning
- Planning for Incapacity: Why Early Action is the Greatest Gift for Your Family
- Most Americans Are Unprepared for Aging. Estate Planning Helps You Avoid That Mistake
- Navigating an Alzheimer’s Diagnosis with a North Carolina Estate Plan: What You Need to Know to Protect Yourself and Your Loved Ones
- When Your Parent Has Dementia: Legal Tools to Step In and Help
- Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
- Summer Scams: Protecting Seniors from Financial Abuse
- Finding Alternatives to Guardianship for Aging Parents in North Carolina
- Using a Special Needs Trust for a Loved One with Alzheimer’s or Other Dementias
- Recognizing the Signs: When to Update Your Estate Plan for Cognitive Decline
- Why the AAEPA Spring Summit Matters to Your Family’s Future
- Planning for Aging Parents: Legal Steps You Should Take Now
- How Does North Carolina Rank on Elder Abuse Protection?
- Top 10 Tips to Help You Pick the Right Nursing Homes in NC
- How to Protect Older Loved Ones from Financial Exploitation
- How to Protect Seniors from Identity Theft
- A Comprehensive View of Seniors Living in the United States
- Navigating Nursing Home Planning in North Carolina: A Comprehensive Guide
- Understanding Assisted Living in North Carolina
- Solutions When Siblings Cannot Agree on Medical Care for A Parent
- Are You and Your Parents Safe from Financial Predators?
- Bacteria Found in Gum Disease May Lead to Alzheimer’s
- Estate Planning Attorneys Offer Counselling about IRAs
- Medicaid Pilot Program Helps North Carolina Residents
- When Might I Need an Elder Law Attorney?
- What Is A Living Will?
Category: Estate Administration
- Stuck Without an Executor or Trustee? Why You’re Not as Alone as You Think
- Understanding Fiduciary Duties in Estate Planning: What Every North Carolina Family Should Know
- A Guide to North Carolina Trust Administration
- Avoid These Top 10 North Carolina Probate Mistakes
- Selling a Family Home After a Death: What to Expect Emotionally and Practically
- Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
- How Do I Trust Thee…Part I
- Trust Administration is a More Private Way to Transfer Wealth
Category: Estate Planning
- Why Naming Co-Trustees or Co-Executors Might Be A Huge Estate Planning Mistake
- Understanding a Lady Bird Deed in North Carolina: What it Does and Doesn’t Do
- Why Adding Your Kids to Your Deed is a Major Mistake
- Is “Equal” Really “Fair”? Why Your Estate Plan Shouldn’t Fall Into the 50/50 Trap
- Could Your Loved Ones Benefit from a Letter of Instruction?
- Love & Legacy: Why Estate Planning is the Ultimate Gift to Your Family
- Why Estate Planning is a Process, Not a Document: The Messy Bedroom Metaphor
- Debunking 3 Dangerous Estate Planning Myths
- Why a Will is a Guaranteed Court Date (and How to Avoid It)
- How to Protect Your Family’s Inheritance from Creditors and Divorce
- A Gift of Peace: Why Estate Planning is One of the Most Important Gifts You Can Give Your Family
- Year-End Financial Planning? Don’t Forget Your Estate Plan
- Apple and Google Legacy Tools: Part of a Comprehensive Estate Plan
- Thanksgiving Table Talk That Matters: 4 Conversations to Have With Your Family Now
- Why Your Financial Planner Shouldn’t Create Your Estate Planning Documents
- Estate Planning Attorney vs Online Service: Don’t Let Your Plan Fall Short
- Estate Planning for Veterans in North Carolina: What You Need to Know
- 10 Ways to Show Gratitude Through Charitable Giving in Your Estate Plan
- Thankful and Forward-Thinking: How a Donor Advised Fund Can Help You Give Back
- Estate Planning Isn’t a One-Time Event… Here’s Something We Do Differently
- Buying a Home in the Triangle? Here’s Why You Might Want It in a Living Trust
- No Tricks, Just Treats: How to Avoid Estate Planning Mistakes
- Welcoming a Baby in 2025? Here’s Why It’s Time to Update Your Estate Plan
- Michael Jackson’s Estate Planning Horror Story: Don’t Let This Be Your Legacy
- Top 5 Qualities to Look for When Choosing a Successor Trustee
- 6 Things You Should Never Put in Your Trust (And What to Do Instead)
- 4 Clear Signs You Need to Update Your Estate Plan
- The 3 Common Mistakes People Make with Their Wills and Trusts in Raleigh Durham
- Roth Conversions for Legacy Planning: A Strategy Too Many Families Overlook
- The New School Year Is Here and You Have Homework: Review Your Estate Plan
- 5 Estate Planning Myths That Could Cost Your Family Thousands
- Estate Planning Checklist for Summer: 5 Essential Tasks to Complete Before Fall
- Summer Weddings? Don’t Forget to Update Your Estate Plan
- Freedom from Probate: Avoiding Probate with a Living Trust to Liberate Your Loved Ones
- Pre‑Travel Estate Planning: Make Sure Your Legal Plans Are in Place Before Vacation
- From Fitness to Finances: Taking Charge of Your Legacy
- Honoring Juneteenth: 19 Non-Financial Legacy Gifts to Preserve Your Family’s Story
- Is a North Carolina Spendthrift Trust a Smart Choice for Your Estate Plan?
- Estate Planning for Transgender Individuals: Protecting Identity, Dignity, and Autonomy
- Estate Planning for LGBTQ+ Families: Personalized Needs and Smart Solutions
- Honoring Dignity at Life’s End: Supporting Hospice Care in Durham and Chapel Hill
- What Is the Uniform Transfers to Minors Act?
- What Is a “Stepped-Up” Basis and Why Does It Matter?
- Can You Set Up a Trust Without an Attorney?
- What Is a Durable Power of Attorney?
- 5 Important Questions to Ask Your Estate Planning Attorney
- Is Your Graduate Ready for the Real World? Don’t Forget Their Estate Plan
- Why Every Durham Homeowner Needs an Estate Plan—Even If You’re Not Retired Yet
- Common Estate Planning Mistakes and How to Avoid Them
- Estate Planning for New Parents: Why It Matters and How to Get Started
- Is Your Adult Child Prepared to Inherit?
- Estate Planning for New Parents: Protect Your Child’s Future
- How Should a Beneficiary Respond to a Crummey Notice?
- 5 Things You Should Discuss with Your Family When Creating Your Estate Plan
- Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap
- A Legacy of Love: Estate Planning for Grandparents
- Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now
- How to Keep Your Estate Plan Up to Date when Life Changes
- 8 Common Estate Planning Mistakes and How to Avoid Them in 2025
- 3 Estate Planning Resolutions in 2025
- Why Power of Attorney Documents Are Essential in 2025
- 5 Ways to Make Estate Planning Easy on Family
- How to Protect Digital Assets in 2025
- Eight Important Steps in Navigating Divorce and Estate Planning
- Why This is the Perfect Year to Create or Update Your Estate Plan
- Warren Buffett’s Down-to-Earth Estate Planning Advice
- New Year, New Home, New Plan: A Free Luncheon to Secure Your Legacy
- 25 Estate Planning Myths to Leave Behind as We Welcome 2025
- Estate Planning For Beginners: An Action Plan for the New Year
- Is Your Estate Plan Still Aligned with Your Goals?
- Holiday Travel and Estate Planning: How to Prepare for the Unexpected
- 5 Essential Elements to Review in Your North Carolina Estate Plan Before the Year Ends
- 2 Estate Planning Conversations to Have with Your Family During Thanksgiving
- Now is a Good Time for a Donor Advised Fund
- Blog Post: Estate Planning for New Parents – Protecting Your Family’s Future
- Pumpkin Kisses and Harvest Wishes
- The Importance of Beneficiary Designations in Estate Planning
- Estate Planning: There’s Something Here for Everyone – Part II
- Estate Planning: There’s Something Here for Everyone – Part I
- Why a Living Trust Beats a Power of Attorney for Securing Your Legacy in the event of Incapacity
- Navigating the Complexities of Specific Bequests in Estate Planning
- An Estate Planning Lesson from the Murdochs
- Naming a Guardian for Your Minor Children in Your Estate Plan
- Top 10 Estate Planning Tips for Parents with Young Children
- What is an Intestate Estate and Why You Want to Avoid It
- What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning
- 10 Estate Planning Tips to Help You Create a Successful Plan
- Spousal Elective Share in North Carolina Explained
- How to Pass Down Real Estate in Your Estate Plan
- Why Liquidity Is Important Within Your Estate Plan
- The Joy in Joint Trusts
- How Do I Discuss Estate Planning with My Aging Parents?
- Digital Estate Planning Checklist
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part II
- Grandparents and Gifting: Using a Living Trust
- How Do I Title Thee…Part II
- Estate Planning is part of a Life Well Lived, Regardless of Marital Status.
- The Kiddie Tax is No Child’s Game
- How Do I Title Thee…Part 1
- How Can an Estate Planning Attorney Help Me?
- What You Do Not Know about Estate Planning Could Hurt You
- 5 Reasons to Use a Living Trust to Distribute Your Estate
- How Do I Include Intellectual Property into My Estate Plan?
- A Living Will brings Clarity to your Estate Plan.
- Tax Reporting with Trusts
- Taxation of Nongrantor Trusts
- Advantages of Using a “Grantor Trust” in Planning
- What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
- How to Pick the Best Person to Administer Your Estate
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act Basics
- Getting it right when Disinheriting an Heir
- Asserting Control and Exercising Care over Multigenerational Wealth
- The Whole Point of doing a Will is to Get it Right and Know you Got it Right
- How Can I Keep My Estate Plan Private?
- Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
- Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
- Important Estate Plan Updates for a Surviving Spouse
- Families Gather in Novel Ways in Pandemic
- What If I Don’t Want to Be the Executor?
- Estate Planning Conference Discusses SECURE Act and More
- The SECURE Act and What It Means for You
- Are You Cohabiting? If So, Estate Planning Is Essential
- A Strong Estate Planning Law Firm Helps you Handle Life’s Curves
- 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 Planning
Category: Estate Tax
- 4 Ways to Avoid Estate Taxes
- Gift and Estate Taxes – the Basics
Category: Events
Category: Family Owned Business
- Succession Planning for Your Family Business
Category: Financial Planning
Category: General
- 3 Essential Documents Your Adult Child Needs as They Head Out on Their Own
- When Estate Planning Fails: Lessons from the $10 Billion Lakers Legacy
- The Smart Family’s Guide: 6 Questions to Ask Before Hiring In-Home Care in North Carolina
- Clarity Wrapped: Highlights from 2025
- The Hidden Dangers of Online Wills and AI: Why DIY Estate Planning is a Ticking Time Bomb
- The Critical Year-End Estate Planning Checklist: 5 Things to Review Before December 31
- Avoid These 5 Mistakes When Administering a Loved One’s Estate
- Estate Planning for Empty Nesters: Preparing for Life’s Next Chapter
- What Happens If You Become Incapacitated on Vacation?
- Empowering Futures: Estate Planning for Disabilities in North Carolina
- Divorced? Here’s Why Your NC Estate Plan Needs a Fresh Look
- Long-Term Care Insurance Denials: What Insurance Companies Don’t Want You to Know
- 5 Creative Ways to Share Your Love in Your Estate Plan
- What Is a Letter of Intent? Why Every Parent Needs One
- How Powers of Attorney and HIPAA Releases Protect Your Adult Children
- The Role of Trusts in Supporting Generational Holiday Traditions
- Top 10 Estate Planning Lessons to Take to Heart as We Enter the New Year
- Why Guardianship Provisions Are a Holiday Must-Have for Parents
- Special Needs Trusts and the Holidays: Supporting Loved Ones Year-Round
- Make a Charitable Impact This Holiday Season
- The Corporate Transparency Act is Here. Are you ready?
- Who Needs a Special Needs Trust?
- 4 Things You Should Leave Out of a Revocable Living Trust
- Who Needs a Revocable Living Trust?
- Understanding Annuities and Their Options for Passing Them On
- Do You Qualify for Veterans Aid and Attendance Benefits?
- When Parents Die Without a Will: How to Settle Their Estate in NC
- Your Legacy: Beyond Estate Plans and Assets
- Choosing a Caregiver – Is Family Always the Best Option?
- What to Do after an Alzheimer’s Diagnosis
- Getting Estate Planning Right: Who Decides If I Am “Incapacitated?”
- Seven Steps to Prepare for your Own Long-Term Care
- Introducing Our 5-Day Rocket Process
- How Does the Coronavirus Impact your Need to do Estate Planning?
- My Loved One Just Passed Away. What Steps Do I Need to Take?
- The Top Reasons for Avoiding Probate
Category: GPOA
Category: Incapacity Planning
- Denied by your long-term care insurance? 5 Things You Need to Fight Back and Win
- Are There Alternatives for Managing Property When Someone becomes Incapacitated?
- 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
- Adult Inheritance Planning: Protecting Family Wealth & Avoiding Common Pitfalls
- Ensuring Your Child’s Inheritance Stays in the Family
- Let’s Get it Right for Problem Beneficiaries — The Addict
- Who Should Manage My Child’s Inheritance?
Category: IRA
Category: irrevocable trusts
Category: Legacy Planning
- How Is Legacy Planning Different from Estate Planning?
- What Is Legacy Planning?
Category: Legal Education
Category: LGBTQ+ Resources
Category: Life Insurance
- Understanding Your Life Insurance Options
- Can Life Insurance Be Paid to a Trust?
Category: Medicaid in North Carolina
- What Is the Medicaid “Spend Down” Requirement?
- What Is the Medicaid “Look-Back” Provision?
- What Is the Medicaid Waiting Period?
- Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
- Are You Eligible for Medicaid If You Own a House?
- 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 Attorney 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 the Difference between Medicare and Medicaid?
- What Is An Elder Law Attorney?
Category: Power of Attorney
- Understanding the Power of a Durable Power of Attorney in NC
- Understanding Your Power of Attorney in NC
Category: Probate
- Can You Decline to Serve as Executor in North Carolina?
- 5 Things an Heir Should Know About Probate and Inheritance in North Carolina
- How to File a Creditor Claim in North Carolina: A Guide to Recovering Debt from an Estate
- North Carolina Probate Checklist
- How Do I Know If I Need to Probate My Mother’s Estate?
- 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: Provisions for Children
- Supporting Local Organizations That Make a Difference for Special Needs Families
Category: Retirement Planning
Category: Revocable Living Trust
- Why Would I Want A Revocable Living Trust?
Category: Special Needs Planning
- Caring Beyond Your Lifetime: How a Special Needs Trust Provides for Your Child
- 4 Signs You Need a Special Needs Trust Now
- Summer Camp to Lifetime Support: Long-Term Planning for Children with Disabilities
- 8 Things Not to Include in a Special Needs Trust
- What Are the Drawbacks to Creating an ABLE Account?
- What Is an ABLE Account?
- Understanding the Types of Special Needs Trusts
Category: tax planning
Category: Taxes
- You will always want professional help when it comes to filing Estate Tax returns.
Category: technology
Category: Trust Administration
- A Successor Trustee’s Guide: Navigating Trust Administration in North Carolina
- Trustee Liability in North Carolina: What You Need to Know
- Common Mistakes North Carolina Trustees Make (and How to Avoid Them)
- What to Know Before Agreeing to be a Trust Administrator
- If I’m the Trustee Do I Need an Attorney to Help?
- How Much Discretion Does a Trustee Have?
- Do I Have to Accept the Job of Trustee?
- A Living Trust can significantly reduce costs of Administration.
- Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?
- How to Pick Your Trustee
- Your Trust Administration Checklist
Category: Trusts
- Planning for Firearms in Your Estate: Understanding the North Carolina NFA Gun Trust
- Can a Beneficiary Sell Their Interest in a Trust?
- What Are the Benefits of Appointing a Professional Trustee?
- Can I Be Liable for Mistakes I Make as a Trustee?
- How implementing a Living Trust helps you get planning right.
- The Ultimate Caregiver Guide
- The Unique Benefits of Establishing an Irrevocable Trust
- How to Protect your Beneficiaries from Bad Choices and Bad Luck
- Using an Asset Protection Trust as part of your Estate Plan?
- The Ultimate Caregiver Guide
- How Can I Use a Trust to Protect My Minor Child’s Inheritance?
- 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?
- What Is A Special Needs Trust?
Category: Videos
Category: Wills
- Benefits of Including a Living Will in Your North Carolina Estate Plan
- How to Choose the Executor When Creating Your Last Will and Testament
- Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
- I Was Appointed Executor of a Will of a Decedent. Now What?
- Can’t I Just Save Money by Using a DIY Will?

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