Month: May 2015

Posted on May 29, 2015

New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made…

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Categories
Category: Estate Planning
Posted on May 27, 2015

Covering Retirement v. Leaving Inheritance

Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate…

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Categories
Category: Nursing Homes
Posted on May 26, 2015

Avoid a Will Dispute

contest a willAn individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully…

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Categories
Category: Wills
Posted on May 25, 2015

3 Reasons to Choose a Non-Family Trustee

Creating a trust generally involves the intention of preserving assets for loved ones. Benefiting from a trust’s preservation might not be possible…

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Categories
Category: Trusts
Posted on May 23, 2015

Looking Ahead: Rising Nursing Home Costs in North Carolina

When retirement saving makes headlines, it is often to highlight that Americans are not saving enough for their senior years. Individuals should…

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Categories
Category: Retirement
Posted on

Opportunities for 529 College Savings Plans

529 College Savings Plans consistently offer long-term tax-deferred growth for future students. As a savings tool, 529 plans come with a few…

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Categories
Category: Pending Legislation
Posted on

Tax Concerns for New Domicile

Living in one state while claiming domicile in another could offer many benefits depending on the jurisdictions. Tax benefits are generally a…

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Categories
Category: Real Property
Posted on May 21, 2015

2015 Top 5 States for Domestic Asset Protection Trusts

For the past six years, attorney Steve Oshins has ranked the states that offer Domestic Asset Protection Trusts (DAPTs). The chart generally…

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Categories
Category: Asset Protection
Posted on May 8, 2015

A Will’s Limits in North Carolina Probate

A will cannot achieve every goal of the testator. No matter how finely crafted provisions are made and assets are addressed in…

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Categories
Category: Estate Planning
Posted on May 7, 2015

North Carolina Retirement Concerns

Climate, cost of living, and amenities generally affect an individual’s retirement destination choice. North Carolina’s convenient location between major cities like Atlanta…

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Categories
Category: IRAs
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