Site Map

• Home
• Our Firm
  • Community Outreach
  • Speaker Connection
• Meet Our Team
  • Beth Marks
  • Tarrah Brown
  • David Mickus
  • Carol Coakley
  • Ellie Bruss
• Estate Planning
  • Asset Protection & Business Planning
  • About The American Academy Of Estate Planning Attorneys
  • Estate & Gift Taxes
  • Incapacity Planning
    • Powers of Attorney
    • Living Will
  • LGBTQ Estate Planning
  • Minor Children & Young Adult Planning
  • Outdated Estate Planning Documents
  • Remarriage & Blended Families Protection
  • Special Needs Planning
  • Trusts
  • Pet Trusts
  • Wills
• Business Law
• Real Estate
• Resources
  • Estate Planning Resources
    • Are You A Caregiver
    • Coping with Alzheimer's
    • Estate Planning Checkup
    • Estate Planning Definitions
    • Incapacity Planning Definitions
    • Is Your Estate Plan Outdated
    • LGBTQ Resources
    • Special Needs Resources
    • Top 10 Estate Planning Techniques
    • Estate Planning Reports
• Workshops
• Belmont Estate Planning
• Concord Estate Planning
• Blog
  • 2026
    • February
      • Tools in the Kit: Estate Planning Trusts Can Satisfy Targeted Objectives
      • When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
      • Choosing a Living Trust Successor Trustee: See the Big Picture
    • January
      • North Carolina Elective Share and Spousal Allowance Explained
      • LGBTQ Estate Planning: Act Now to Assert Your Choices
      • Estate Planning for Grandchildren: Connecting at the Roots
      • Vesting Real Property in North Carolina
      • Beyond Closing: How Property Title Impacts Your Estate Plan
      • The Seedier Side of the Holidays
  • 2025
    • December
      • Lessons Learned From These Celebrity Estate Planning Mistakes
      • What’s a Personal Property Memorandum and Why Do I Need One?
      • What's the 2026 Estate Tax Exclusion?
      • Do I Need to Update My Estate Planning Documents If I Move to a New State?
    • November
      • Wills vs. Trusts Explained Simply
      • Heirlooms Issues: Emotional Attachments in Estate Transfers
      • Inheritance Planning for Minor Children: An Ounce of Prevention
      • Estate Planning Myths Debunked
    • October
      • Consider an Estate Plan Review This Fall
      • Obergefell v. Hodges: An Overturn's Impact on Estate Planning?
      • Placing Your Home in a Trust: Why You Should Consider It
      • Do You Need a Will If You Have a Living Trust?
    • September
      • Understanding POAs: What You Should Know
      • Are Living Trust Distributions Taxed?
      • Who Chooses the Executor of an Estate in North Carolina?
      • Adding a Child to a Deed in North Carolina? Think Twice!
      • Estate Planning for Single Women: Key Considerations
    • August
      • Will My Family Pay Estate Taxes?
      • Does Medicaid Seize Assets Left in a Special Needs Trust?
      • Why Do Many Estate Plans Avoid Probate?
      • No More Cheeseburgers in Paradise
    • July
      • Own an Out-of-State Vacation Home? You Need a Living Trust
      • Estate Planning 101: Where Do I Begin?
      • Guide Your Estate Administrator With a Letter of Last Instructions
      • Can You Name a Trust as a Life Insurance Beneficiary?
      • Estate Administration: How to Proceed After a Loved One's Death
    • June
      • IRA Inheritance Planning: What You Need to Know
      • Updating Your Estate Plan: When and How
      • How Can My Inheritance Plan Protect an Irresponsible Heir?
      • DIY Estate Planning: What Could Go Wrong?
    • May
      • A Hole in Hackman’s Plan
      • Digital Assets in Estate Planning: What You Need to Know
      • Estate Planning for Small Business Owners
      • Incapacity Planning Assistance: Assert Your Choices in Advance
    • April
      • How to Choose an Executor/Successor Trustee
      • Estate Planning and Baseball
      • Considerations for Choosing a Guardian for a Minor Child
      • Steer Clear of These Common Estate Planning Mistakes
      • How to Communicate Your Estate Plan to Your Family
    • March
      • Where There's a Will, There's Probate
      • Estate Planning for Parents of Minor Children
      • Proper Estate Planning Brings Peace of Mind During a Disaster
      • Estate Planning Insight for Members of the LGBTQ Community
    • February
      • Why Do You Need an Estate Plan?
      • How Does an Executor Settle an Estate?
      • Can You Create a Trust for a Pet in North Carolina?
      • Can You Give Lifetime Gifts to Sidestep the Estate Tax?
    • January
      • What’s the Difference Between a Living Will and a DNR Order?
      • Special Needs Planning: Consider a Supplemental Needs Trust
  • 2024
    • December
      • Resolve to Plan Your Estate in 2025
      • Is There a North Carolina Inheritance Tax?
    • October
      • Common Misconceptions in Estate Planning
      • A Pet Trust Can Assuage Longevity Concerns
    • September
      • Top 5 Reasons to Use a Living Trust
      • Funding Your Trust: The Most Important Step in Estate Planning
      • Estate Planning Checklist for Beginners
      • Estate Planning 101: Understanding the Basics
      • Estate Planning Inaction: Don't Get Frozen
  • 2023
    • September
      • Exploring the Many Issues Surrounding the Estate
• Reviews
• FAQs
• Contact Us
• Site Map