Articles & Firm News

Estate Planning and Succession Planning for North Carolina Business Owners.

Estate Planning and Succession Planning for North Carolina Business Owners

Estate planning is important for everyone, but it is especially important for small business owners. A comprehensive and thoughtfully prepared estate plan must go beyond managing personal assets. It should ensure the long-term success of your busines… Read More
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Estate Planning for Blended Families.

Estate Planning for Blended Families

Blended families are increasingly common in North Carolina and throughout the United States. These changing family dynamics form new partnerships and bring together children from previous relationships. While blended families offer joy and fulfillmen… Read More
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What Assets Are Subject to Probate in North Carolina.

What Assets Are Subject to Probate in North Carolina

Probate is the legal process of administering a deceased person’s estate. It is overseen by the probate court and generally involves appointing an estate executor or personal representative who identifies and inventories the deceased person’s ass… Read More
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Is a Handwritten Will Valid in North Carolina.

Is a Handwritten Will Valid in North Carolina

When people think about estate planning, most are familiar with the traditional, typed Will that is prepared and executed with assistance from an attorney. To be valid in North Carolina, the Will must be signed by the person making it, witnessed by t… Read More
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How Guardianships of the Elderly Work in North Carolina.

How Guardianships of the Elderly Work in North Carolina

When an elderly loved one begins to experience difficulty caring for themselves, making legal and financial decisions independently, or performing daily life tasks, you may find yourself asking difficult questions about how to best protect your loved… Read More
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Navigating Estate Planning in Second Marriages.

Navigating Estate Planning in Second Marriages

A second marriage–with blended families, separate properties you want to keep separate, and shared assets acquired with your second spouse–complicates estate planning. Further, because a second marriage often occurs a bit later in life, healthcar… Read More
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Categories: Estate Planning
What Is Digital Estate Planning.

What Is Digital Estate Planning

The idea of estate planning may have once conjured images of wealthy individuals passing along sprawling country mansions, gleaming yachts, and jewel-encrusted family heirlooms. But modern-day estate planning is for everyone. Today’s comprehensive… Read More
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Categories: Estate Planning
What’s the Difference Between Trust Administration and Probate.

What’s the Difference Between Trust Administration and Probate

Your estate planning choices today–including making no plan at all–determine how your assets are passed on at your death. If you have a trust (usually a revocable living trust or RLT), the process of passing on your assets is known as trust admin… Read More
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Merger announcement concept image.

Announcing Our Merger with Van Camp, Meacham & Newman, PLLC

We are thrilled to announce that Carolina Tax, Trusts & Estates has merged with the esteemed law firm of Van Camp, Meacham & Newman, PLLC. Our formal name is now Carolina Tax, Trusts & Estates, a Department of Van Camp, Meacham & Newm… Read More
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Categories: Firm News
Irrevocable trust document binding your estate plan

Implementing an Irrevocable Trust in Your Estate Plan

When you begin planning your estate, you might be wondering if an irrevocable trust is a good option. While a wide variety of trusts may be utilized to accomplish your estate planning objectives, this type of trust can be beneficial for those seeking… Read More
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Categories: Estate Planning