Life Insurance
Creditor Claims Against Decedents in North Carolina
One of the many responsibilities executors have is ensuring that the decedent’s debts are satisfied. Creditor claims against estates in North Carolina…
3 Problems With Life Estate Title of Real Property
Real estate laws in North Carolina allow property owners to create and convey remainder interests in real property, while retaining lifetime rights…
Estate Plan Update: New Life Insurance Option life insurance trust
Life insurance can be a great estate planning tool. Payments generally do not go through probate, loved ones may not need to…
Mistakes in Beneficiary Designations
Beneficiary designations are an important tool in estate planning – one must always remember that their terms trump the distributions provided in…
Why You Should Update Your Beneficiaries
Neglecting to update beneficiaries, or failing to name them, may leave life insurance and retirement accounts to unintended recipients, create probate expenses,…
How to Determine Date of Death Values
When administering an estate, determining the date of death values of the decedent’s assets is essential. Filing federal and state estate tax…
How to Determine Date of Death Values
When administering an estate, determining the date of death values of the decedent’s assets is essential. Filing federal and state estate tax…
“First-to-Die” Life Insurance Now Available
Second-to-die life insurance has long been used by married couples to provide liquidity to pay estate taxes at the death of the…
Finance Charity-Owned Life Insurance with your IRA
In a private Letter Ruling issued late in 2007, the IRS approved a clever technique to leverage a gift to your favorite…
