Trusts and Estates Law Group Welcomes Its New Member, Attorney Gretchen Cleevely
The Trusts and Estates Law Group welcomes its newest member, Attorney Gretchen Cleevely. Attorney Cleevely is happy to join the team of the firm in 2019. The entire side of the company is also enthusiastic in welcoming her on their legal group. She has sound knowledge and experience in the legal work. Her practice focuses…
Read More2019 Scholarship Essay Contest
The Trusts and Estates Law Group is pleased to sponsor a 2019 scholarship essay contest with $4,500 in prizes to help students with education expenses. The attorneys at the Trusts and Estates Law Group understand the value of careful planning at all stages of life—when planning for college, when getting married and starting a family,…
Read MoreUnmarried Couples and Estate Planning: Does It Make Sense?
Sometimes we are asked whether a couple that lives together — an unmarried couple — needs estate planning. Our answer is an emphatic “Yes.” There are protections married couples have that unmarried couples do not, which makes estate planning more important in many ways for unmarried couples. Whether they are a younger couple not ready…
Read MoreDo I Need To Revise My Estate Plan After Having A Baby?
The impact of having a baby is an incredible thing. This small person depends on you for everything. You know you will need to be there for your child. But you should be aware that your child will still depend on you, even if something happens and you are no longer there. As a new…
Read MoreDon’t Create a Legal Disaster as Your Legacy
Our estate planning attorneys at the Trusts and Estates Law Group often get calls from families in the Raleigh area who are trying to untangle messes created by departed loved ones who thought they could use an online form to write a will. With so many instructional videos online, do-it-yourselfers try their hands at everything…
Read MoreRetirement Finances for Those Who Have No Intention of Retiring
If you love your work and don’t want to give it up, your retirement plan is different than the person who is counting the days until they can stop going to work. The number of people who chose to keep working is expected to rise, as reported in a recent article from MarketWatch, “How to…
Read MoreA Relatively New Task for Executors: Digital Footprint
It is hard enough to deal with a home filled with a lifetime of possessions! Now add to that the executor’s newest responsibility: their loved one’s digital footprint. Executors today are facing a relatively new task: managing online accounts, photos, posts and more that comprise an individual’s digital footprint. According to an article in The…
Read MoreWhat You Need to Know to Make Required Minimum Distributions Less Taxing
Those pesky RMDs can wreak havoc if you haven’t done proper tax planning. With the deadline just around the corner, it’s time to finalize your RMD decisions. If you’re 70½ and required to take your annual RMD or face the 50% IRS penalty, you don’t have much time left to act. With the stock market…
Read MoreHoliday Season Brings Increase in Phone Scams Targeting Seniors
When the holiday decorations go up, so do the number of phone calls to the elderly. This is when scammers work to gain access to their bank accounts, credit cards and other financial assets. According to a survey from the financial educational organization Investor Protection Trust, one in five Americans age 65 and older has…
Read MorePlanning on Working Part Time During Retirement?
There are pros and cons to working during retirement, even if you are just working part time. You’ll need to know how the additional income impacts your Social Security and retirement account distributions. Not everyone’s idea of a blissful retirement includes a life of full-time hobbies. For those who want or need to keep working,…
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