Estate Planning

5 Concerns When Gifting a Down Payment on a Home

Posted on: January 5th, 2016
Family members might want to gift money to children to be used toward a down payment on a home. Cash down payment gifts, when not handled properly, could trigger tax consequences or create other complications....

3 Estate Planning Items to Consider When Selling a Business

Posted on: December 15th, 2015
With a growing number of entrepreneurs in North Carolina, combined with a reliable survival rate, small business owners might encounter an opportunity to sell their business. How will proceeds from the sale be managed, protected, and taxed?...

7 Power of Attorney Conflicts

Posted on: November 25th, 2015
Maintaining powers of attorney in one’s estate plan is generally an optimal planning practice. However, some conflicts can develop....

Same-Sex Couples and Social Security Spousal Benefits

Posted on: November 20th, 2015
Our Chapel Hill estate planning attorney Samantha Reichle recently wrote a post explaining the eligibility requirements and benefits that are now legally available to married same-sex couples nationwide. ...

August is National Make-a-Will Month

Posted on: August 13th, 2015
An increasing number of Americans fail to plan appropriately for the future needs of themselves and their families, both through inadequate retirement savings as well as neglected estate planning. August is Make-a-Will Month...

3 Things to Consider When Creating a Pet Trust in North Carolina

Posted on: July 31st, 2015
Americans love their pets and often feel connected to their animals as part of a family unit. How can the well-being of a pet be ensured if a pet owner dies?...
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