Asset Protection

Posted on November 21, 2015

Problems With Old Trusts

Individuals and families establish trusts for a number of reasons. A trust can help to preserve wealth from being lost to an…

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Category: Trusts
Posted on November 18, 2015

Tax Considerations in Structuring Inheritances

When dividing assets in an estate plan, the testator might be inclined to evenly split assets for heirs. However, if not planned…

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Category: Tax
Posted on November 17, 2015

Legal Planning: Greater Costs for Dementia and Alzheimer’s Care

Planning for the costs of elder care is a crucial element to one’s estate plan, particularly as the costs of elder care continue to…

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Category: Elder Care
Posted on September 28, 2015

Protect an Elderly Relative’s Identity During Life and After

Throughout one’s lifetime, an individual takes great care to ensure credit card, financial, and other personal information remains private. While identity theft…

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Category: Elder Care
Posted on September 2, 2015

Assets Not Distributed According to One’s Will

will provisionsKeeping one’s last will and testament and other estate planning documents up-to-date is a critical part of maintaining one’s estate plan….

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Category: Wills
Posted on July 7, 2015

3 Financial Scams Targeting the Elderly

Senior citizens have unique concerns and challenges when structuring their assets. The elderly are concerned with maintaining sufficient funds for retirement, qualifying…

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Category: Elder Care
Posted on June 24, 2015

Phone Scam Using Our Firm Name

Be advised TrustCounsel does not make unsolicited phone calls to persons with whom we have no prior relationship, regarding tax advice or…

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Category: Estate Planning
Posted on June 17, 2015

NC Estate Planning Blog New Platform

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Category: Estate Planning
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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Category: Trusts
Posted on January 30, 2015

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…

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Category: Estate Planning
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