Estate Planning
Tax Planning for 2015
Advanced tax planning anticipates changes ahead. Retirement accounts, estate plans, and trusts may be impacted by possible federal tax law changes next…
Beneficiary Designation Reminder
Beneficiary designation forms are an important way for account and asset owners to ensure the respective assets pass to the individuals of…
When To Omit Beneficiaries From a Trust
There are a few times when you don’t need to name beneficiaries. Depending on the goals of the individual, trusts might name…
5 Tips for Millennials’ Estate Plans
Every adult can benefit from an estate plan, regardless of marital status, age, income, or assets. Our Chapel Hill estate planning attorneys…
State Residency and Domicile in Estate Planning
You may claim domicile in one jurisdiction and live in another, which can be helpful in estate planning. Tax, probate, and asset…
Estate Planning Mistake: Forgetting to Fund
Many estate plans include a living trust, a tool that can be amended at any time during the trust creator’s life and…
Portability Deadline Weeks Away for Estate Tax Exclusion
For estates of decedents who died in 2011 or 2012, the chance to elect portability of the decedent’s estate tax exemption will…
Estate Planning and Tax Refunds for Art
A court ruling might change how other art collectors manage their estates and fractional interests in art. Art collections require specialized estate and…
Same-Sex Marriages Legal in NC: Prenuptial Agreements & Estate Plans
Estate planning for married LGBT couples in North Carolina. Before October 10, 2014, same-sex marriages were not recognized in North Carolina. This…
Title Issues in North Carolina Estates: Joint Tenants
How you title real estate determines how property will pass on. This post addresses the possible issues that may develop with one…
