Posted on June 10, 2016 by Gregory Herman-Giddens

Types of Trust Beneficiaries

Primary, contingent and remainder trust beneficiaries have different rights as beneficiaries. Who has the right to bring a claim against the trustee of a revocable living trust? […]

Posted on June 7, 2016 by Gregory Herman-Giddens

Rights of Trust Beneficiaries

Trust beneficiaries have legal rights detailed in the trust documents and governed by state and federal trust code. If problems have resulted from a negligent trustee, or the trustee fails to adequately address issues brought to his or her attention by the beneficiary, it might be time for the beneficiary to reach out to a trust attorney and, potentially, the courts for corrective action. […]

Posted on June 6, 2016 by Gregory Herman-Giddens

Why an Executor Might Need Probate Counsel in North Carolina

An executor's knowledge of state and federal legislation pertaining to estate administration might be limited. This limited knowledge poses a risk of errors. […]

Posted on May 9, 2016 by Gregory Herman-Giddens

Remarriages and Inheritances in North Carolina

Individuals in North Carolina who have married more than once might have estate planning issues they are not aware of. Whether one has remarried following a spouse’s death or divorce, one should take time to review existing estate planning documents. […]

Posted on May 7, 2016 by Gregory Herman-Giddens

Dave Ramsey Might be Misinformed About Living Trusts

Financial guru Dave Ramsey shares advice regarding managing debt and finances with millions of people. However, one of his books makes a broad statement about living trusts that is not entirely true. […]

Posted on April 29, 2016 by Gregory Herman-Giddens

Estate Planning for Multiple Homes

Families may consider ownership of multiple properties for different reasons. Some folks prefer to have an extra property closer to family, for professional purposes, for leisure, or as an investment. While owning multiple properties may accomplish one or more of these goals, acquiring additional property can cause liability issues, tax complications, and probate concerns. […]

Posted on April 29, 2016 by Gregory Herman-Giddens

Asset Protection Failures

Accumulating assets takes time and effort; protecting assets properly requires both as well. Here are various factors that could ruin a plan and risk asset loss. […]

Posted on April 28, 2016 by Gregory Herman-Giddens

3 Things Living Trusts Won’t Control

Trusts can help to minimize an estate tax burden and allow the trust grantor to retain control and flexibility. While trusts may serve as a powerful estate planning tool, there are some aspects that a living trust will not control. […]

Posted on April 27, 2016 by Gregory Herman-Giddens

What To Do if You Inherit an Out-of-State Home

If a property owner has not proactively and wisely planned for multiple properties in their estate plan, or if they have no estate plan in place, properties could be at risk of creditor claims, which is one of the many challenges heirs face. […]

Posted on April 25, 2016 by Gregory Herman-Giddens

Who Needs an Estate Plan?

Our estate planning attorneys in Chapel Hill look at a few demographics that some might consider are not in need of a plan and discuss why these segments of our society would in fact benefit from an estate plan. […]


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