First Steps for Executors in North Carolina

Posted on: December 10th, 2013
In most cases of estate administration in North Carolina, an executor is aware of their appointment before the decedent passes away. Occasionally, an individual only learns they are the executor of an estate after a close friend or family member dies. ...

Why You Should Update Your Beneficiaries

Posted on: April 24th, 2013
Neglecting to update beneficiaries, or failing to name them, may leave life insurance and retirement accounts to unintended recipients, create probate expenses, and cause tax problems. ...

Executors Held Personally Liable for Unpaid Taxes

Posted on: March 23rd, 2012
In a recent federal District Court case, the co-executors of a decedent’s estate were held to be personally liable for the decedents unpaid income taxes under the federal priority statute because they distributed assets of the estate,...

Tax Related Duties of an Executor

Posted on: February 1st, 2012
I just came across this article, Closing Down the Estate, on It gives a good overview of what an executor is responsible for from a tax perspective, but is by no means exhaustive. Since Executors can be personally liable for certain tax penalties, they should make sure to engage an experienced tax attorney or CPA to ensure that everything is done timely and correctly. ...

New NC Estates Court Costs in 2012

Posted on: January 3rd, 2012
Effective January 1, 2012, North Carolina has added a couple of new court costs in estate matters:...

Estate Planning and Probate Seminar for Paralegals

Posted on: December 5th, 2011
North Carolina legal assistants working with estate lawyers may be interested in a day-long seminar, Estate Planning and Probate Practice for Paralegals, to be held in Chapel Hill on January 25, 2012. I will be presenting the portion on Assisting with Guardianships....
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