Cheryl K. David’s Guides

Cheryl K. David

Greensboro Wills and Living Wills Lawyer.

Contributor Level 15
  1. How to handle an estate in North Carolina

    Written by attorney Cheryl David, almost 5 years ago.

    Determine if an estate plan exists. Search through the personal papers of the person who has passed to see if you can find an original estate plan such as a will or trust. Read the estate plan and de

    5 people found this Legal Guide helpful

  2. How to avoid Estate Tax in 2010

    Written by attorney Cheryl David, almost 5 years ago.

    Determine the size of the Estate. No matter what the size of the estate there is no estate tax in 2010. Get an estate plan. Estate tax is coming back next year. If you think you are going to be here,

    1 person found this Legal Guide helpful

  3. Elder Law

    Written by attorney Cheryl David, about 5 years ago.

    As people age, estate planning is important. As we age, our legal needs change. Health concerns and issues surrounding death and dying become more real, as friends and family members start experienci

    4 people found this Legal Guide helpful

  4. Converting a Traditional IRA to a Roth IRA

    Written by attorney Cheryl David, about 5 years ago.

    Compare the types of IRAs and determine if a Roth IRA makes more sense for your family than a Traditional IRA The assets placed in Traditional IRAs are not subject to income tax upon receipt, but are

    3 people found this Legal Guide helpful

  5. Tax Credit for Home Buyers

    Written by attorney Cheryl David, about 5 years ago.

    Credit Limits First time buyers may receive a credit up to $8000 while existing home buyers may receive up to $6500. Income Limits The credit is based on annual income. A single person is entitled t

    1 person found this Legal Guide helpful

  6. Parents With A Child Who Has Special Needs Have Special Estate Planning Concerns.

    Written by attorney Cheryl David, about 5 years ago.

    See an attorney and create a special needs trust. A special needs trust, also known as a supplemental needs trust, is a contract which, if properly drafted, protects assets left to a special needs ch

    1 person found this Legal Guide helpful

  7. What gifts may I make tax free in 2010?

    Written by attorney Cheryl David, about 5 years ago.

    Gift before year end. Make a gift of money and other stuff worth up to $13,000.00 before year end. If you are married, you may gift up to $26,000 before year end. These gifts may be made without gift

    2 people found this Legal Guide helpful

  8. Special Estate Planning for Blended Families

    Written by attorney Cheryl David, about 5 years ago.

    Make sure that the estate plan encompasses the needs of all family members. Typically, a married couple wants to protect their assets for the surviving spouse. Often this results in excluding the fam

    2 people found this Legal Guide helpful

  9. A Revocable Trust Must Be Funded To Avoid Probate

    Written by attorney Cheryl David, about 5 years ago.

    Find a qualified attorney to do steps two through five. This is a complicated process. The wrong steps could result in unintended outcomes from a tax and distribution perspective. Make sure that the

    2 people found this Legal Guide helpful

  10. Why you need a North Carolina Durable Property Power of Attorney.

    Written by attorney Cheryl David, about 5 years ago.

    Create a Durable Property Power of Attorney I highly recommend you hire an attorney to assist you with your power of attorney. This is a very powerful document, it gives the person you choose, the ri

    3 people found this Legal Guide helpful

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