Beneficiaries

Step-Parents and Step-Children in Estate Planning

Posted on: January 24th, 2014
Estate planning for blended families is critical to ensure that assets are distributed as intended. A spouse’s family members are not included under North Carolina intestacy laws. Without a will, individuals who die in the Tar Heel State may not effectively leave assets to non-blood relatives....

Mistakes in Beneficiary Designations

Posted on: January 3rd, 2014
Beneficiary designations are an important tool in estate planning – one must always remember that their terms trump the distributions provided in a decedent’s Will. Retirement accounts, life insurance, and other assets offer owners the power to entitle individuals to these assets upon the owner’s death. Errors could cost a surviving family member their expected share of a loved one’s estate, pass assets to an unintended party, incite family conflict, or cause unnecessary tax burdens for beneficiaries....

Estate Planning for Posthumous Conceptions

Posted on: December 30th, 2013
A child may be born after a parent dies, which is a possibility couples can address in their estate plan. However, what are the inheritance rights of posthumously conceived children in North Carolina? ...

What to Know About Last-Minute Will Changes

Posted on: December 9th, 2013
Any competent individual over the age of 18 can create or update their Will in North Carolina. Sometimes a simple codicil (amendment) is sufficient in reflecting an individual’s wishes, but in other situations a completely new Will should be prepared. ...

3 Concerns for Minors Inheriting IRAs

Posted on: November 7th, 2013
Beneficiary designations for Individual Retirement Accounts (IRAs) allow account holders to designate a trust, charity, or any individual, regardless of their age, as a beneficiary. ...

Affordable Care Act Info Session in Raleigh

Posted on: November 1st, 2013
Disability Rights of North Carolina, a not-for-profit dedicated to preserving the rights of those disabled in the Tar Heel State, hosts information sessions about the Affordable Care Act in Raleigh on November 6 and November 12, 2013....
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