Beneficiaries
Important North Carolina Probate Forms
Executors must maintain records of accounting and other required documentation as part of their administrative duties. Failing to do so might result…
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,…
Rights of Trust Beneficiaries
Trust beneficiaries have legal rights detailed in the trust documents and governed by state and federal trust code. If a beneficiary experiences…
Why an Executor Might Need Probate Counsel in North Carolina
While an executor must take an inventory of the decedent’s estate, notify creditors, calculate and pay taxes, and oversee other estate administration…
3 Mistakes Parents Make in Estate Plans
Family structures have evolved beyond the nuclear family unit over the past few decades. With notable rates of divorce and re-marriage, more…
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….
Avoid a Will Dispute
contest a willAn individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully…
A Will’s Limits in North Carolina Probate
A will cannot achieve every goal of the testator. No matter how finely crafted provisions are made and assets are addressed in…
Last-Minute Estate Planning in North Carolina
Forbes cited a survey in 2014 that revealed 51% of Americans aged 55 to 64 do not have an estate plan. Sometimes…
Inherited IRA Distributions Might Face Changes
Inherited Individual Retirement Accounts (IRAs) experienced a see-saw effect with bankruptcy for years. Last year the federal government ruled that IRAs are…
