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Category Archives: trusts
How to properly pass on an IRA
North Carolina residents who have an IRA may designate a beneficiary to the account or otherwise include it in an estate plan. How it is accounted for generally depends on…
How to pick the right successor trustee
A living trust can provide many benefits to North Carolina residents. Part of creating such a trust is naming a trustee. While this may seem like an easy thing to…
Educational trusts and estate planning
Parents and grandparents living in North Carolina are often concerned about the cost of higher education. These individuals often seek out ways to begin saving and investing early so that…
The uses of a funeral trust
People in North Carolina who are creating an estate plan might want to consider a funeral trust. If a person has enough money to pay for long-term care and funeral…
Creating trusts in blended families
North Carolina couples who are creating an estate plan and who have children from previous marriages might be concerned about making sure that children are treated equally. For example, one…
Using a trust in an estate plan
People in North Carolina who are creating an estate plan might think that a trust is just for wealthy families. That is not accurate, as they can be used in…
Tips for making beneficiary designations
Some North Carolina residents may have filled out beneficiary designations for their retirement account along with a lot of other new hire paperwork. They may not have carefully considered their…
The benefits of irrevocable trusts
People in North Carolina have many options to choose from when deciding how they want to protect the assets they intend to leave to heirs. However, an irrevocable trust has…
Setting up a charitable trust
People in North Carolina can contribute to a charity as well as passing on assets to a beneficiary with a charitable split-interest trust. There are two types of charitable trusts.…
Funding lifetime care for special needs children
North Carolina parents may need to spend a great deal of money to ensure that their special needs child is properly taken care of during his or her lifetime. While…
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