Living Trusts
Dave Ramsey Might be Misinformed About Living Trusts
Well-known financial guru and speaker Dave Ramsey shares advice regarding managing debt and finances with millions of people. Many folks have managed…
3 Things Living Trusts Won’t Control
Individuals and families often choose to create a revocable living trust because they understand it offers more control and flexibility than a…
Trust Modifications if you Move Out-of-State
If you are moving to North Carolina and already established a living trust in another state, or if you established a living…
Can I Use a Power of Attorney to Modify a Trust?
Although not an everyday question, at times those who are attorneys-in-fact—the authorized agents appointed in an individual’s power of attorney—inquire about their…
Transferring Vehicles to a Revocable Living Trust
The use of revocable living trusts to avoid probate is common in North Carolina. However, one type of property that is rarely…
Why You Might Not Want a Simple Estate Plan
Many people come in to see me with the notion that all that they need and want is a “simple” estate plan….
IRS Announces Tax Filing Relief for NC Victims of April 16 Storms
From NC-2011-20, April 20, 2011: GREENSBORO — Victims of severe storms, tornadoes and flooding on April 16, 2011 in parts of North…
How Does Your Living Trust Stack Up?
Click “Continue Reading” for a Comprehensive Living Trust Checklist to determine whether or not your trust needs to be upgraded. Thanks to…
When NOT to use a Living Trust
Practically every day, I discuss with clients the pros and cons of revocable living trusts. In my opinion, the positives generally far…
SECU has Ridiculous Policy on Living Trusts
I have long known that the North Carolina State Employees Credit Union (SECU) refuses to refinance any residence owned by a revocable…
