Read our blog articles about estate planning in North Carolina including wills, trusts, powers of attorney, long-term care planning and more!
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How to Set Up a Trust Fund for Your Kids Without Stress in North CarolinaLearn how to create a trust fund for your kids in North Carolina. It is a smart move any parent can make to secure their future and protect their inheritance.
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10 Steps to Create a Trust in North Carolina for Aging ParentsEnsure peace of mind for your aging parents in North Carolina by setting up a trust. Overcome fears and learn the steps to secure their estate and medical decisions.
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Avoiding Medicaid Spend-Down in North Carolina: The Hidden Dangers of ProcrastinationDiscover what the Medicaid spend-down period is and when you must use up your assets to qualify for Medicaid coverage.
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Corporate Transparency Act & New Reporting Requirements for BusinessesThe Corporate Transparency Act (“CTA”) was enacted on January 1, 2024. Because the CTA is new, instructions on compliance and other updates will be evolving. We will provide clarifications and updates to our clients as we have them.
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IRS Revenue Ruling 2023-2 Impacts Step-Up in Basis for Irrevocable Trust AssetsIn Revenue Ruling 2023-2, the IRS set forth that assets transferred into an irrevocable trust during the owner's lifetime that are removed from their estate for estate tax purposes won't qualify for a step-up in basis at the time of their death
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My Dad Was Diagnosed With Dementia in North Carolina. Medicare's 7-Word Response Baffled Me."We don’t consider dementia a medical issue in North Carolina,” a Medicare rep told me." This is a massive misconception that most people have. Medicare doesn't help pay for Alzheimer's/dementia care.
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How Life Insurance Can Be Used to Protect AssetsFind out how life insurance can help you protect your assets and leave a lasting legacy for your loved ones. Learn about the benefits, types, and strategies of using life insurance as an asset protection tool.
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The Difference Between Asset Protection Planning and Estate Planning in North CarolinaDiscover how asset protection planning and estate planning differ in their goals, strategies, and benefits. NC long-term care planning lawyer explains.
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What is a Young Adult POA and Why is it Important?The Importance of Young Adult Power of Attorney: Protecting Your Child as They Enter Adulthood
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Our North Carolina Long-Term Care Planning Lawyers Can Help You Include Digital Assets in Your Estate PlanNorth Carolina long-term care planning attorney discusses some of the most overlooked assets in estate planning for online accounts.