- Advance Directives
- Asset Protection
- Business Succession
- Charitable Gift Planning
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- Gift Tax
- Health Care
- Income Tax
- Life Insurance
- Living Trusts
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Qualified Plans
- Real Property
- Social Security
- Special Needs Planning
- Tax Fraud
5 Concerns for First-Time Executors
Posted on: June 6th, 2017
A person serving as executor for the first time must manage the time demands of the probate process while allowing leeway for their own learning curve. Our probate attorneys produced a few overviews of the estate administration process to help facilitate a productive start....
Pros and Cons of Living Probate in North Carolina
Posted on: June 5th, 2017
Living probate legislation was passed in North Carolina almost two years ago. While many issues may be prevented if a testator properly implements living probate during their lifetime, some estate administration issues nevertheless might occur. ...
Factors That Affect Length of Probate
Posted on: May 11th, 2017
The duration of a North Carolina probate administration depends on a variety of factors. Understanding common causes of probate delays can help executors and other parties involved in the estate administration to prevent unnecessary interruptions. ...
Important North Carolina Probate Forms
Posted on: May 9th, 2017
Executors must maintain records of accounting and other required documentation as part of their administrative duties. Customarily, the following probate forms are used for North Carolina estates (links provided to official documents where available)...
Last-Minute Estate Planning in North Carolina
Posted on: April 9th, 2015
Forbes cited a survey in 2014 that revealed 51% of Americans aged 55 to 64 do not have an estate plan. Sometimes a health crisis prompts an individual to create a plan for bequeathing their assets. ...
Asset Protection in Second Marriages
Posted on: August 25th, 2014
What asset protection strategies should an individual consider after divorce if they play to re-marry? Whether a marriage is a first or fifth, some planning tools always offer a degree of protection. Every couple’s goals, life stage, and assets are unique. ...
Changes to Effect of Will Caveat on Probate Proceeding
Posted on: July 20th, 2009
Beginning October 1, 2009, when a lawsuit is filed to contest a Will (Caveat), the probate administration will no longer be fully suspended until the caveat is resolved. ...