Welcome! Pull up a chair and grab a frosty glass of lemonade. Prepare to benefit from our years of experience in researching legal briefs, journals, and case studies as we dive into the wild world of estate planning and administration!
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Cary Probate Lawyer Weighs in on Whether to Add Your Child to Your Bank Accounts to Avoid ProbateIf you are considering adding a loved one to a bank account as a means to avoid probate, it’s important to talk to a probate attorney about your options.
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An Estate Plan for Santa ClausWhat if Santa and Mrs. Claus decided to do an estate plan? Although they would doubtless be great clients, the actual plan could be challenging.
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Probate Attorney in Wake County Answers, “How do I obtain a death certificate?”If you have lost a loved one and are now trying to close out their estate, our probate team can help guide you through the next steps of the probate process.
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Deadline Nears for Reporting Option That Applies to Many Large EstatesExecutors of the estates of decedents who died in 2010 can opt out of the estate tax, and elect to be governed by the repealed carryover basis rule.
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Designating a Charitable Gift with Your Cary Wills LawyerAs a wills lawyer in Cary, it is always gratifying to see clients who are both able and willing to use their assets to support their favorite cause or charity
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New Disclosure Rules Will Expose ‘Hidden’ Fees inside Retirement PlansAdvisors know there's a host of unknown costs and fees lurking inside a client’s 401(k) plans, IRAs and other retirement accounts.
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Grantor Charitable Lead Annuity Trust: An Opportunity For End Of Year Deduction And Leveraged GiftingGrantor Charitable Lead Annuity Trusts can help you “have your cake and eat it too” when it comes to end of the year tax deductions and gifting options.
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Another State Sees the Value in Allowing Asset Protection TrustsHawaii recently embraced Asset Protection Trusts, which can help professionals in high-risk jobs protect assets from lawsuits and predatory creditors.
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Cary Estates Lawyer Suggests Letting Your Teens Know Now About Their InheritanceExplaining your estate planning choices to your teenage child regarding his or her inheritance can help prevent any confusion should you pass away unexpectedly.
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Cary Estate Planner Asks, “Is Your Power Of Attorney Powerful Enough?”Estate planning attorney, Jackie Bedard, discusses common pitfalls of fill-in-the-blank powers of attorney.