A Wake County Probate Lawyer Provides a Quick Overview of the Probate Process

In some circles, “probate” almost feels like a dirty word.  There are plenty of reasons that a person may prefer to skip the probate process, when possible, but it is a fact of wills and trust administration.  The details of probate can vary somewhat from place to place.  For example, probate in California will likely [...]

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Keeping the Family Together this Holiday Season and Beyond

This article was original featured in our newsletter last year. Don’t receive our newsletter?  If you’re a Triangle area resident, sign up here. The holidays are finally upon us!  I hope that in the weeks to come you are able to spend time with family and friends that you don’t get to see regularly through [...]

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Deadline Nears for Reporting Option That Applies to Many Large Estates

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. For once, it seems that the IRS did something to [...]

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How a Cary Estate Planning Lawyer Can Help You Create Your Legacy

There are a variety of reasons that people in Cary seek out a qualified estate planning lawyer.  There’s the need to provide for your heirs or to protect them from tax penalties, for example.  But, many people are discovering that an estate planning lawyer can also help them develop the legacy they wish to leave [...]

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Designating a Charitable Gift with Your Cary Wills Lawyer

As 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 through a will or trust.  Even small gifts can have a large impact, and many people are taking this into consideration during their estate planning [...]

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Don’t Miss Out! Just 13 Months Left to Act on Planning Opportunities under the 2010 Tax Relief Act

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. The Tax Relief Act of 2010 is a short one. [...]

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Grantor Charitable Lead Annuity Trust: An Opportunity For End Of Year Deduction And Leveraged Gifting

The following article originally appeared in an issue of Planning Partners Press, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. Do you have a client with large income this year? [...]

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Another State Sees the Value in Allowing Asset Protection Trusts

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. Hawaii recently embraced Asset Protection Trusts, which can help professionals [...]

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A Trust Can Save Your Client from a Court-Appointed Guardianship

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. It happens in even the most privileged of families. An [...]

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