Cheryl David

How Does the Estate Tax Work for a Married Couple?

One of the most common reasons people give for creating a comprehensive estate plan is the desire to ensure their assets will be passed down to loved ones after they are gone. If that is one of your estate planning goals, you clearly want to pass down as much as possible to your family and loved ones to ensure that they are well provided for after you are gone. Simply amassing a large …  read more

Free Report: Guardians in North Carolina – Part2

Thank you to cloud storage, files are brimming hard drive limitations of your PC. Now you can work on a laptop, tablet, smartphone, or even mini-PC and laptop dongles. However, many users are still not fully worked the cloud into the way they go about their daily business. Here's how to seamlessly integrate the cloud into your workflow, starting with the most crucial part: Choosing a …  read more

Do I Need to Include Medicaid Planning in My Estate Plan?

  When most people think of “estate planning” they think of protecting loved ones after their own death by creating a plan for the distribution of their estate assets after death. While this is certainly the primary focus of most estate plans, there are also some popular secondary goals and objectives found in most estate plans, such as Medicaid planning. If you are unfamiliar …  read more

Free Report: Common Questions About North Carolina Powers of Attorney

When people create powers of attorney, they do so in order to allow one or more agents the ability to represent them and their interests. But how does this take place? The process is fairly simple. When a principal decides to create a power of attorney, he or she creates a document that has to meet some basic state legal standards. The document will, at the very least, name the person …  read more

What Happens to Your Online Stuff After You Die?

Estate planning, along with almost every other aspect of life, has changed significantly as online assets and digital properties have become more ingrained with our day-to-day lives. How often do you go online every day? Do read emails on your cell phone or send text messages. Do you check on social media accounts, pay your bills, or do anything else over the Internet? How much of …  read more

Basic Questions About Estate Planning – What if We Are Living Together?

If you are like many people in the Greensboro, North Carolina area, you might be living together with a romantic partner but not be married. People who live together outside of marriage need to consider estate planning just like every other capable adult, but there are some specific areas that can prove to be more problematic. Married couples automatically earn a variety of rights when …  read more

How Do I Petition for Guardianship of an Adult in North Carolina?

For an adult child, there are few things more emotionally devastating and draining than watching the natural aging process turn a parent back into a child. If you see signs of this happening to your parent, however, the worst thing you can do is ignore the situation. It will not get better. In fact, failing to intervene could result in serious physical harm to your parent or financial …  read more

Who Needs to Include Asset Protection in Their Estate Plan?

While the primary focus of your estate plan may be the creations of a road map to be used to distribute your estate assets following your death, a well thought out estate plan can – and should – accomplish far more than just that. A comprehensive estate plan should incorporate several additional goals and objectives, such as incapacity planning, probate avoidance, and/or Medicaid …  read more

Transferring Inheritance in North Carolina

Even though it isn't exactly a common situation, there may come a time where transferring inheritance, or transferring inheritance rights, to someone else might be in your best interests. The question of why you might want to transfer inheritance, and how you can do it, is something your attorney will explain to you in more detail. Until then, however, there are some basic issues about …  read more

Common Estate Planning Questions – What if I Move?

  If you should move away from, or to, Greensboro, North Carolina, what changes will you have to make to your estate plan? Will your old plan still be good if you created it in a different state? What if you created your estate plan in accordance with the laws of North Carolina, but subsequently move away from North Carolina and to a state that has different laws? While no two …  read more

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