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- Estate Tax
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- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
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- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
- Trusts
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POA
Updating Revocable Trusts in North Carolina
Posted on: September 29th, 2016
Updates to one’s revocable trust may be made by an amendment or a complete restatement. An amendment updates a specific part of the trust, while a restatement updates the entire trust. ...
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?
...
7 Power of Attorney Conflicts
Posted on: November 25th, 2015
Maintaining powers of attorney in one’s estate plan is generally an optimal planning practice. However, some conflicts can develop....
Downsides of Do-It-Yourself Powers of Attorney
Posted on: March 27th, 2015
Powers of attorney are powerful documents that grant another individual broad rights over medical and financial decisions. Such an important power should involve careful planning. Ready-made legal forms found online, software programs with legal templates, and other DIY solutions are attractive to many individuals due to the ease of access and low cost. ...
Named in a Power of Attorney for a Foreign Account? FBAR Rules Required
Posted on: June 10th, 2014
Individuals may or may not know if they are listed as an agent of a power of attorney, but they are still subject to Foreign Bank and Financial Accounts (FBAR) requirements....
Starting College? Start an Estate Plan
Posted on: August 23rd, 2013
Students leaving home for college may be focusing on studying for classes, but they may want to consider studying their own estate plan. ...
