Protecting your estate in NC with Law Offices of Cheryl David.
There are about 1000 steps which need to be taken, start to finish, when someone passes. All the steps must be handled in a certain order and within certain time frame. The court will not sign off on the estate until all the steps are done right. When someone uses our service...
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
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
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
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,
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
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
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
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