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Friday, October 31, 2014

Give Hope Gala in Charlotte, NC

Join Monk Law Firm on Saturday Nov. 1st at the Give Hope Gala in Charlotte, NC. Give Hope Global is an amazing non-profit organization that supports orphans in Haiti. We are proud to donate a Simple Estate Package which includes: Will (with testamentary trust for children), Power of Attorney, Health Care Power of Attorney, HIPAA, Living Will and Personal Property Memorandum for the silent auction. Visit their website to make a bid today!

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Previous Posts

Asset Protection Strategies That Are Useful In Estate Planning

Estate Planning Considerations for Blended Families

How To Avoid Trust Disputes

The Importance of Estate Planning as a Parent

What Happens When a Personal Representative Doesn’t Do Their Job?

How Much Does the Executor of an Estate Get Paid in South Carolina?

Does All Property of the Deceased Pass Through Probate?

No Valid Will? What Happens Next?

Spendthrift Trusts and Protecting Your Legacy

How Will Your Heirs Divide Up Your Tangible Personal Property?

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Archived Posts

Creditor Claims During Estate Administration in South Carolina

Most Americans Do Not Have an Estate Plan in Place
Get a Power of Attorney for Your College-Age Kid
Why Are Medicaid Applications Denied?

Funding Your Living Trust
Who to Choose as Trustee
Monk Law Firm, PLLC is excited to announce that Simon J. O’Brien has joined our team!
Taxes Relevant to Estate Planning

Charitable Lead Trusts
Differences Between a Conservatorship and a Power of Attorney
What Makes Up My Estate?

Estate Planning Considerations for Single Parents
Make Important Health Care Decisions While You are Healthy
Should You Sell Your House If You Are Moving to a Nursing Home?

Planning for Assets with Sentimental Value
Ways to Make Sure Your Children Inherit Your Home
The Differences Between a Will and Living Trust

Estate Planning Checklist
Have You Ever Heard of a Pour Over Will?
Who Inherits if a Primary Beneficiary Dies?

What Happens in Medicaid Planning?
Funding Your Trust With Out of State Property
Will My Revocable Trust Avoid Probate?

Does a Revocable Trust Help Avoid Probate?
Clauses to Include in Your Revocable Trust
Should Estate Plans Include Advance Directives?

What is Medicaid Planning?
Why Your Aging Parent Needs a Durable Power of Attorney in Place
What Can Special Needs Trust Proceeds Be Used For?

Add Estate Planning on Your Moving To-Do List
Why You Should Plan for Long-Term Care As Soon As Possible

Things to Consider in Choosing Your Health Care Surrogate and Power of Attorney Agent
What Happens During Probate?
What Is a Revocable Living Trust?

What You Need to Know About the Proposed For the 99.5 Percent Act
What Can Delay the Probate Process?
How to Choose a Personal Representative

What Is the Elective Share?
The Pitfalls of DIY Estate Planning
Estate Plan in Place? Where You Should Consider Storing Your Original Documents

The Benefits of Charitable Giving in Your Estate Plan
The Relevance of “Domicile” in Estate Planning
The Benefits of a Spendthrift Trust

What Type of Planning Should a Child with Special Needs Have in Place?
What Is a Spendthrift Trust?
What Is a Third Party Special Needs Trust?

A Prenuptial Agreement as an Estate Planning Document
What Does Special Needs Mean?
What Is the Portability of the Estate Tax Exemption?

What Are the Eligibility Requirements for Medicaid in North Carolina?
Can Adult Children Be On the Hook for Their Parents’ Long Term Care Bills?
What Are the Different Types of Trusts?

What Can You Accomplish with a Will?
How Are Revocable Trusts Taxed?
How Are Irrevocable Trusts Taxed?

What Should You Ask Your Medicaid Planning Attorney
When It May Be Time to Move to a Nursing Home
The Importance of Supporting Family Caregivers

Nursing Home Reopenings: What to Know Before You Go
What Burial and Memorial Benefits Are Offered by the VA?
What You Should Know About Medicare Open Enrollment

How Testamentary Capacity Is Determined
Taking Time to Honor Our Seniors on International Day of Older Persons
When Should You Revisit Your Estate Plan?

Health Care Documents You Should Have in Place for Your College-Age Kid
How to Boost the Morale of a Loved One living in a Nursing Home During COVID-19
Keeping Elderly Loved Ones Safe During Hurricane Season

How to Talk to Your Parents About Moving to a Senior Care Facility
Why You Can Never Be Too Young to Estate Plan
Talking to Your Elderly Parents About When It Is Time for Them to Stop Driving

Things to Do When Moving a Loved One to a Nursing Home
What Happens If There Is No Named Executor of an Estate?
How Long Does an Executor Have to Settle an Estate in North Carolina?

What Is Parents’ Dependency and Indemnity Compensation (DIC)?
What Is an Irrevocable Life Insurance Trust?
Which Assets Avoid Probate?

Why You Should Consider Incorporating 529 Plans Into Your Estate Plan
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The CDC’s Coronavirus Guidance for Older Adults

What Are the Responsibilities of an Executor?
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How Can I Include Charitable Giving in My Estate Plan?

Why You Are Never Too Young to Estate Plan
How to Keep Your Family Business in the Family
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What Should Be Included in Your Partnership Agreement?
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What Happens in Probate Court?

What Are the Fiduciary Duties of a Trustee?
What Is a QTIP Trust?
Are Long Term Care Benefits Available to Veterans?

How to Select the Right Nursing Home Facility
What Happens When an Estate Is Closed?
Should You Specify Your Desired Funeral Arrangements in Your Will?

How Can You Protect an Heir’s Inheritance from His or Her Spouse?
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Why Would You Want to Avoid Probate?

Choosing an Executor
What to Include in Your Will
What to Consider in Choosing a Guardian for your Children

North Carolina Small Estates
Inheritance for Surviving Spouses
Filing the Estate Income Tax

What Is Medicaid Planning?
James Brown's Estate
Recent Supreme Court Ruling Regarding Taxation of Trusts

How Do You Create a Valid Will in North Carolina?
What Is a Durable Power of Attorney?
What Is an Incentive Trust?

Terminating a Living Trust
Dying Without a Will
Advanced Health Care Directives

Estate Planning for Your Pet
Don’t Wait to Estate Plan
Taxation of Trusts

A Lawyer To English Dictionary
Inheritance Taxes: The Estate Tax’s Sneaky Cousin
How To Challenge A Will

Apprising You Of Appraisals
Can I Ask My Parents For Money Now Instead of Waiting Until They Die?
Step-Sister Swindles Siblings Out Of Inheritance

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Estate Planning In The Opioid Era
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Burt Reynolds Disinherits Son?

Estate Planning For Farmers Helps The Next Generation Grow
Saying Goodbye To The Queen
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Estate Planning For New Parents
Cutting Someone Out Of Your Will May Be Harder Than You Think
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Remembering Terri Schiavo
Dealing With A Loved One’s “Stuff” After They Are Gone
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Help For North Carolina Seniors In Need Of Home Repairs
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What Is A Reverse Mortgage? And Should I Get One?
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Special Needs Trusts Protect The Special People In Your Life

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Harper Lee’s Will Keeps Her Affairs Private
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Division is Difficult

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A New Scam To Look Out For
D-I-V-O-R-C-E And E-S-T-A-T-E P-L-A-N-N-I-N-G

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The Importance of Giving This Holiday Season
Who’s Reading Your Emails?
Exposing Guardianship Abuse

Buried Next To Marilyn Monroe, But That’s About All We Know
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A True Horror Story For One North Carolina Family
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Protect Yourself & Your Loved Ones from Elder Abuse
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Keep Your Beneficiary Designations Up to Date
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Hybrid Long-Term Care Policies
A Primer on Business Succession Planning

Why shouldn't I use a form from the internet for my will?
What Your Loved Ones Absolutely Need to Know About Your Estate Plan
The Rule against Perpetuities

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Turning Over the Keys: Helping older drivers make the tough decision
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Mediation: Is It Right For You?

What Is the Spousal Share of an Estate?
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Controlling Estate Planning Through Trusts
Glossary of Estate Planning Terms

Pooled Income Trusts and Public Assistance Benefits
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Estate Planning Don’ts
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Estate Planning for the Chronically Ill

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Borrowing from your retirement accounts: Issues to consider
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Making your home senior-proof
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Choosing a Guardian for Minor Children

Executors Fees
Is There Anyway a Disinherited Child Could Receive an Inheritance From an Estate?
Leaving a Timeshare to a Loved One

Problems with Using Joint Accounts as a Vehicle for Inheritance
Selecting An Executor Post Mortem
Role of the Successor Trustee

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8 Things to Consider When Selecting a Caregiver for Your Senior Parent

Young and Ill, without Advance Directives
Can I Get In Trouble With the IRS for Trying to Reduce the Amount of Estate Tax That I Owe?
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Removal of a Trustee
A Shared Home but Not a Joint Deed
Life Insurance and Medicaid Planning

When to Involve Adult Children in the Estate Planning Process
Happy Memorial Day
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"Funding the Trust"

Paying for Your Grandchildren’s Education
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Refusing a Bequest

Testamentary Trusts vs. Inter Vivos Trusts
Your wishes in words
When will I receive my inheritance?

A Living Will or Health Care Power of Attorney?
Utilizing Family Limited Partnerships
Issues to Consider When Setting Up Your Estate Plan

Veterans’ Non-Service Connected Pension Benefits
Special Needs Trusts
Common Estate Planning Myths

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1365 Broadcloth St, Suite 201, Fort Mill, SC 29715 | Phone: 803-594-4453
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