Month: January 2014
Step-Parents and Step-Children in Estate Planning
Estate planning for blended families is critical to ensure that assets are distributed as intended. A spouse’s family members are not included…
3 Things When You Inherit an IRA
Last year North Carolina passed legislation that provides added creditor protection for Individual Retirement Accounts (IRAs). The law protects retirement accounts during and…
Pending Legislation May Change Veterans Service Pension Benefits
Congress has a few pending law changes that may affect Veterans Service Pension Benefits. Current regulations do not penalize veterans for making…
North Carolina Ranks in Top 15 for Trust Decanting
Attorney Steven J. Oshins, the force behind the annual Domestic Asset Protection Trust and Dynasty Trust Rankings, released the inaugural Trust Decanting Rankings Chart. The chart…
Estate Planning and Real Estate Titles in North Carolina
Some families attempt to manage their own estate planning. For those who own a home and plan to eventually leave the home…
Mistakes in Beneficiary Designations
Beneficiary designations are an important tool in estate planning – one must always remember that their terms trump the distributions provided in…
