- 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
Who Needs an Estate Plan?
Posted on: April 25th, 2016
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....
Tax Considerations in Structuring Inheritances
Posted on: November 18th, 2015
When dividing assets in an estate plan, the testator might be inclined to evenly split assets for heirs. However, if not planned for properly, federal and state tax requirements nevertheless could result in an uneven split of assets upon distribution...
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?...