What is Probate Administration and How Does It Work?

After someone dies, the legal process begins to substantiate their will and determine who receives the assets of the deceased person’s estate. In many cases, the court must appoint a representative for the deceased person to gather the deceased person’s assets, pay debts and handle the distribution of property to the heirs. The court-supervised administration…

Read More

Understanding Trust Administration and How We Can Help

An estate’s trustee must juggle an extensive list of responsibilities to provide closure to beneficiaries. In this article, we discuss the roles and responsibilities involved in Trust Administration and how we can help. What Is Trust Administration? Trust administration can be overly complicated if you don’t have proper assistance. Trust administration typically encompasses distributing the…

Read More

What are the Alternatives to Guardianship?

If you are considering the possibility of pursuing guardianship for a loved one, there are a few alternatives that can be considered first before taking such drastic measures. Although circumstances are never the same, some of these alternatives can still prove beneficial even if it is just to allow the future guardian to become more…

Read More

What You Need to Know About Medicaid Crisis Planning

Long-term care and assisted living can strain the finances of many Americans. Injuries and illnesses often catch us off guard, requiring extensive care and ongoing treatment. It can be hard to know where to turn first with medical bills accumulating.  Fortunately, some individuals may be eligible for Medicaid benefits, which can help pay for long-term…

Read More

Join Us for the Just for Seniors Free Seminar!

Join Attorney Gretchen Cleevely and Realtor Todd Harrison at this FREE seminar. Protect Your Assets Sell Your Home Make It All Easy When: Wednesday, June 15th at 10:00 am – 11:15 am Where: Glen Lake One (Office Building) Spark Conference Room (4th Floor) 4140 Parklake Ave, Raleigh, NC 27612 To RSVP, call 919-384-6104 or email us today.

Read More

How Taxes Affect Estate Planning

Nothing is certain in life other than death and taxes. What is the impact of taxes on estate planning? In 2022, the federal estate tax exemption is $12.06 million per person. If the value of your estate is under this threshold, then your estate will not be subject to tax. Those with estates totaling more…

Read More

When and How to Contest a Will

When and how do you contest a Last Will and Testament? The answer is both simple and quite complex. The simple answer is to file what is called a “Caveat” in the estate where the Will is being probated. A Caveat outlines the grounds by which the Will is being contested, typically attacking what makes…

Read More