Dave Ramsey Might be Misinformed About Living Trusts

Posted on: May 7th, 2016
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....

3 Things Living Trusts Won’t Control

Posted on: April 28th, 2016
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....

Trust Modifications if you Move Out-of-State

Posted on: August 27th, 2013
If you are moving to North Carolina and already established a living trust in another state, or if you established a living trust in North Carolina and are now moving out-of-state, are you compromising the terms of your trust with your relocation?...

Can I Use a Power of Attorney to Modify a Trust?

Posted on: August 18th, 2013
Although not an everyday question, at times those who are attorneys-in-fact—the authorized agents appointed in an individual’s power of attorney—inquire about their abilities to amend a trust....

Transferring Vehicles to a Revocable Living Trust

Posted on: September 26th, 2012
The use of revocable living trusts to avoid probate is common in North Carolina. However, one type of property that is rarely transferred to a living trust is automobiles, since doing so involves a trip to the local DMV office and paying to change the title. ...

Why You Might Not Want a Simple Estate Plan

Posted on: April 25th, 2011
Many people come in to see me with the notion that all that they need and want is a "simple" estate plan. Generally that means no living trust, and a will with no trust provisions for surviving family members. ...
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