Free Estate Information Guide
Keep track of your estate assets for future generations. Get this instant downloadable PDF you can print and bind to use as a tool for your family’s legacy.
FREE ESTATE INFORMATION GUIDE
Keep track of your estate assets for future generations. Get this instant downloadable PDF you can print and bind to use as a tool for your family’s legacy. .
8 Important Provisions Small Businesses Should Include in Commercial Leases
Starting a new business includes answering a lot of questions that you may not have thought about before, including where you want to operate. You may need to lease an office or retail space to run your small business and you want to make sure your business is...
The Estate Planning Cast of Characters
It can seem overwhelming to begin an estate plan for yourself and your loved ones. What will happen to my children if I die? How do I avoid excessive taxes and costs? Who do I trust to carry out my wishes? If you do not address these questions, you risk burdening...
AOC-E-505, the Inventory of a Decedent’s Estate in Probate
When you are appointed as the executor of an estate of a deceased person in the State of North Carolina, you are signing up for a litany of obligations. In addition to gathering assets, handling the filing of taxes, dealing with the distribution of assets, and paying...
Making Sense of the Will
When a loved one passes away, the first thing many family members do is search for a Will. If one is located, the family may gather and read the Will to see how their loved one wanted their assets distributed. Most often, though, there is not a formal will reading,...
Charitable Remainder Trusts
What is a Charitable Remainder Trust? As people get older and begin to think about how they want their estate settled, one thing that often crosses their mind is donating some of their assets to charity. One way to do that is with a Charitable Remainder Trust (CRT)....
Guardianship with Loved Ones In Long Term Care Facilities During COVID-19
On March 30, 2020 at 5:00 pm North Carolinians were ordered to stay home in an effort to slow down the spread of the novel coronavirus. While North Carolina is shifting into Phase 2 of reopening the State and our economy, long-term care facilities and those that house...
Estate Planning for Business Owners
Estate planning is something everyone should consider to make sure your wishes are followed after you pass away. If you are a business owner, estate planning can help ensure your business will be taken care of in accordance to your wishes in the event you should die...
The North Carolina Long-Term Care Partnership Program
At least 70 percent of people over age 65 will require some long-term care services at some point in their lives. Contrary to what many people believe, Medicare and health insurance do not pay for the long-term care services that most people need. With the Deficit...
Taxes and Revocable Trusts
Revocable Trusts have grown in popularity. They provide a lot of things that other estate planning tools do not – control, privacy, and streamlining. While trust planning was a critical component of an estate plan when the estate tax threshold was much lower, now the...
Business Contracts for Supply Chain Disruption
We're putting together a series of videos based on the concerns that we are hearing from our business clients so that we can disseminate some of that information out into the wider market, let people know what's available to them, what we can do to help you out in...
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