Estate Planning Documents for Young Adults

Posted on: November 26th, 2015
Many legal responsibilities and freedoms are afforded to United States citizens when they reach the age of 18. Who will provide reliable care and maintenance of a young adult’s affairs if they are incapacitated? ...

Estate Planning for New Parents in North Carolina

Posted on: May 20th, 2014
According to the North Carolina State Center for Health Statistics, over 17,800 babies were born in the three major counties of the Triangle during 2012. How should parents update their estate plans for new babies?...

Cohabiting Couples on the Rise

Posted on: February 7th, 2014
The National Survey of Family Growth, a federal report completed every four years, shows significantly more couples are having children and delaying or avoiding marriage. ...

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. ...

Special Needs Law Month

Posted on: October 7th, 2013
Special Needs Law addresses multiple legal, financial, and medical concerns for families who care for a disabled loved one. October is Special Needs Law Month, a time when resources for special needs issues are promoted and explained. ...

Creditor Protection for Inherited IRAs

Posted on: September 29th, 2013
In June 2013, North Carolina’s Governor signed Senate Bill 279 into law, which made changes to statutes related to estates, trusts, and guardianships. One change provides additional creditor protection on retirement accounts in North Carolina....
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