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

Hiring a Caregiver - What You Don’t Know Might Hurt You

Using An Irrevocable Trust to Protect Your Home

Why Hire An Elder Law Attorney?

Medicaid’s “Snapshot Date” and Its Impact on a Couple’s Financial Picture

Medicaid Application Checklist

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