Asset Protection
Protecting Tangible Assets
Asset protection in North Carolina is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items…
Trust Trend: Make Heirs Wait
How long will it take you to receive your inheritance in North Carolina? If our state follows a national trend, the time…
North Carolina Bill Affecting Digital Assets
Recently we reviewed the challenges of digital estate planning—the ways surviving family members’ access to a decedent’s online accounts are affected—and how…
Protect Your Ancestors’ Legacy with an Inheritor’s Trust
If you’re like many folks, you may be deeply concerned about how litigious our society has become and fear that your assets…
Inherited IRA Issues in North Carolina
Federal and state laws and regulations impact how tax applies to inherited retirement accounts. Inherited IRAs (Individual Retirement Accounts) face differing regulation…
Why North Carolina Trustees Should Acquire Liability Insurance
Without liability insurance, trustees remain personally accountable for trust administration mistakes. Certain insurance policies help to manage trustee liability. These errors and omissions…
Terminating a Trust in North Carolina
Termination or revocation of a trust may occur for several reasons. The circumstances surrounding a trust termination, and the type of trust,…
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…
North Carolina Ranks 15th For Trust Decanting in 2016
For the past three years, attorney Steve Oshins has ranked states based on the flexibility their laws allow for trust decanting. He…
Almost 1 in 4 Caregivers are Millennials
New research shows that almost 25 percent of caregivers are Millennials. The research came from a joint study between the National Alliance for…
