Possible Tax Items to Expect With Trump Adminstration
Our Chapel Hill tax attorneys prepared a brief overview of the tax changes anticipated under the forthcoming Trump Administration. Significant tax changes…
3 Errors North Carolina Executors Might Encounter Without Legal Counsel
Executors have time-consuming and complex matters to address after the death of a loved one. These individuals are placed in positions with…
Penalties for Executors Due to Attorney Fault
A recent court ruling serves as a reminder of the personal financial liability executors may face even when they retain a probate…
Steps to Take After a Spouse’s Death in North Carolina
The loss of a spouse is a devastating event that has long-term repercussions, both emotional and financial. A surviving spouse is often…
We Americans are Generous Folks
Below is a recent article by Will Swarts on SmartMoney.com: IF YOU THINK OF yourself as financially generous, you probably are, particularly…
NC Marriage Ruled Valid Despite Lack of Marriage License: How This Affects Estates
While case law is often fact-dependent and, thus, might not prove directly applicable to one’s own circumstances, it nevertheless provides precedent that…
Caveat to IRA Contributions
Americans’ deficiency in retirement savings has sparked headlines in the news and difficult discussions at home. A recent analysis by the Economic…
Updating Revocable Trusts in North Carolina
Getting a revocable trust established and properly funded is a significant accomplishment in structuring one’s estate plan, yet it is not an…
Overview of North Carolina’s Digital Assets Act
North Carolina Governor Pat McCrory signed a bill into law in June 2016 that allows digital account holders to provide a fiduciary…
What Executors Should Know About Digital Assets in North Carolina Probate
In late June 2016, the North Carolina governor signed Senate Bill 805, Revised Uniform Fiduciary Access to Digital Assets Act, into law. The…