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Cheryl K. David
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Cheryl David’s Legal Guides

27 total

  • How to protect your estate for a child who is receiving state and/or federal benefits.

    Determine if you want to leave money or resources at your death to benefit a child receiving state and/or federal benefits. Analyze what you want to accomplish for this child when you are no longer h

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  • How to write a valid holographic will.

    Write the will. The will must be written entirely in your handwriting. It may not be typed. Indicate in the document that it's a will. The will should indicate that it is your intention that this doc

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  • How to handle an estate in North Carolina

    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

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  • How to avoid Estate Tax in 2010

    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,

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  • Elder Law

    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

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  • Converting a Traditional IRA to a Roth IRA

    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

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  • Tax Credit for Home Buyers

    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

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

    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

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  • What gifts may I make tax free in 2010?

    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

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  • Special Estate Planning for Blended Families

    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

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