- 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
3 Questions to Ask if You Own Real Property With Joint Title in NC
Posted on: September 23rd, 2015
There are several ways to hold joint title to real property in North Carolina. The method of titling can also leave the property at risk to certain claims while both owners are alive, a factor which might be considered when choosing how to hold title. ...
Changes to North Carolina Trust Code Affect Estate Planning
Posted on: September 22nd, 2015
In August 2015, the Act to Amend the Law Governing Estate Planning and Fiduciaries (Senate Bill 336) was enacted to modify North Carolina’s Uniform Trust Code. The Act sets forth new provisions regarding trustee duties and liability, trust decanting, guardianship, and living probate....
North Carolina Special Needs Planning Update: Pending Autism Bill
Posted on: September 21st, 2015
North Carolina Senate Bill 676, which has passed the Senate and is currently in the House Rules Committee, sets forth changes to healthcare coverage for autistic patients. ...
Including Jewelry in North Carolina Estate Plans
Posted on: July 13th, 2015
June is a popular choice of month for weddings. This past June was the first one that same-sex marriages were nationally legalized. How should couples include engagement rings and wedding bands in their estate plans?...
Avoid a Will Dispute
Posted on: May 26th, 2015
An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain factors. ...
Opportunities for 529 College Savings Plans
Posted on: May 24th, 2015
529 College Savings Plans consistently offer long-term tax-deferred growth for future students. As a savings tool, 529 plans come with a few restrictions. For one, contributions must be made with after-tax dollars. ...