Resources

Resources

What’s the Difference Between a Will and a Trust?

Estate Planning Checklist: 5 Initial Steps You Can Take

Corporate Transparency Act

2025 Estate & Gift Tax Exemptions

You May Need a Revocable Trust With Your Durable Power of Attorney

Guide to Clio for Clients

What Is Probate and Why Do I Want to Avoid It?

Five Things You Need to Know About Special Needs Planning

Should You Transfer 529 College Savings to an Able Account?

Naming a Special Needs Trust as Beneficiary of Your IRA

SSI Rental Subsidy Rule Allows More People to Qualify

Directory of State ABLE Account Programs

Top 5 Things to Know When Your Child With Disabilities Turns 18

ABLE Accounts vs. Special Needs Trusts - Why Not Have it All?

Should an SSI Recipient Refuse an Inheritance?

Assistance for Voters with Disabilities

Brochure: 6 Mistakes to Avoid When Planning for a Child with Special Needs

What You Need to Know About Being an Adult With Disabilities

Duties of the Executor

What to Know About Probate

North Carolina Court Forms

North Carolina Courts Estates Brochure: How to Administer the Estate of a Loved One

North Carolina Courts Decedents Estate Procedures

North Carolina eCourts Guide and File

Guardianship Duties

Alternatives to Guardianship

Guardianship and the Right to Vote

Transferring Guardianship Across State Lines