Disadvantages of a DIY Will in North Carolina

Posted on: March 25th, 2013
Everyone wants to save money, but choosing to cut corners on estate planning in North Carolina may end up costing individuals more than they ever expected. ...

More Estate Planning Opportunities Forecasted for Roth 401(k)s

Posted on: March 1st, 2013
A new study reveals more employers will offer Roth 401(k)s to their employees in 2013. About a third of all employers surveyed by Aon, a human resource services provider, have plans to add a Roth contribution option. ...

IRS Extends Deadline for Carryover Basis Form for 2010 Estates

Posted on: April 5th, 2011
The IRS is extending the filing deadline of Form 8939, Allocation of Increase in Basis of Property Acquired from a Decedent, which must be submitted to determine the new basis of assets in 2010 estates that opt out of the federal estate tax....

Depictions of “Reading of the Will” are an Anachronism

Posted on: February 12th, 2011
Modern day movies and television commercials (including a recent one by DirecTV) sometimes feature a lawyer reading the will of a deceased testator to his family. Occasionally I even get questions about the ceremony. ...

What’s Involved in Serving as Executor?

Posted on: October 6th, 2010
If you’re asked to serve as the executor of an estate, think carefully about the decision before accepting the position. Acting as an executor or administrator of an estate can involve a great deal of work, depending on assets and the complexity of the estate....

Does Your Will Waive Bond for the Executor?

Posted on: January 5th, 2010
The following is a guest post by Chris Birk of, which also publishes the Surety Bond Insider:...
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