• Charlotte: +704.369.9977
  • Fort Mill: +803.594.4453
Consultation Request
Share

Estate Planning

Wednesday, September 22, 2021

Add Estate Planning on Your Moving To-Do List


Moving can be a great adventure! Sometimes a change of scenery and a new place to grow roots can be the start to an exciting new chapter of your life. As you embark on your fresh start, you likely have a long list of things to get done. There will be the logistics of settling into your new home. It may include updating your driver’s license and vehicle tags. It may include updating your mailing address.


Read more . . .


Tuesday, August 31, 2021

Things to Consider in Choosing Your Health Care Surrogate and Power of Attorney Agent


Estate planning includes much more than plans for after you die. In fact, many important legal tools that are included in a comprehensive estate plan provide protection for you and your wishes while you are still alive. The health care surrogate and power of attorney documents are two such examples.
Read more . . .


Monday, July 26, 2021

What You Need to Know About the Proposed For the 99.5 Percent Act


While you might not necessarily think of estate tax is a hot news topic, it has been recently. This has been, in large part due to the “For the 99.5% Act” that Senator Bernie Sanders proposed on March 25, 2021. The sweeping changes in


Read more . . .


Monday, July 19, 2021

How to Choose a Personal Representative


The personal representative of an estate has a lengthy list of important tasks to accomplish in probate proceedings. In fact, while probate is the court-supervised process that follows in the wake of a person’s death, the personal representative is instrumental in helping to ensure that probate goes smoothly, that everything needed gets done, and that things get accomplished without undue delays and complications. Personal representatives play a significant role in the administration of the estates they are appointed to oversee.

Did you know that, with proper Read more . . .


Wednesday, June 30, 2021

What Is the Elective Share?


Have you ever heard of the elective share? While many have not, it can have significant impact on a person’s estate plan. Established in state legislatures across the U.S.
Read more . . .


Tuesday, June 29, 2021

The Pitfalls of DIY Estate Planning


The Do It Yourself, DIY, craze persists in the U.S. People are engaging in DIY home renovations, DIY life hacks, DIY arts and crafts, and so much more. What about DIY Read more . . .


Monday, June 28, 2021

Estate Plan in Place? Where You Should Consider Storing Your Original Documents


Congratulations on checking off a vital task on your to-do list! Estate planning puts legal tools in place that will protect both you and your family. The sense of relief and peace of mind that can come with putting a strong estate plan in place can be great. You may have designed a will that distributes your property as you wish after you pass away.
Read more . . .


Friday, May 28, 2021

The Benefits of Charitable Giving in Your Estate Plan


Giving back to causes that are important to you may be a priority. If there are charities whose mission you support, providing them with financial resources to continue pursuing their goals can be fulfilling in so many ways. In addition to bringing you joy and a feeling that you are contributing something bigger than yourself, there can be other benefits of charitable giving. These benefits, however, can vary depending on how you do the giving. For instance, have you ever heard of charitable giving through an estate plan? By using different Read more . . .


Monday, May 24, 2021

The Relevance of “Domicile” in Estate Planning


Where do you live? It sounds like a simple enough question, but the more you really dive into it with some people, it can get more complicated than anticipated. With many people owning multiple properties in different states, and sometimes even splitting time evenly between them, what is considered to be the permanent residence or “domicile” can be difficult to determine. A person’s domicile is considered to be the place where he or she lives with an intent to permanently stay. There is no uniform way of defining or determining domicile and, often, a number of different factors will be considered in its determination. In some states, you can even file a Declaration of Domicile in order to formally establish your intent to make a certain location your domicile.
Read more . . .


Wednesday, March 31, 2021

A Prenuptial Agreement as an Estate Planning Document


Prenuptial agreements, or “prenups,” seem to have developed a bad reputation over the years. Allegations of dooming a marriage or preparing for a divorce before the marriage has even begun have become intertwined with the concept of a prenup. A prenuptial agreement, however, can be an extremely valuable legal tool. While there may be controversy surrounding prenups, we invite you to look past the common misconceptions surrounding them. Prenups have many uses, even in the Read more . . .


Thursday, March 25, 2021

What Is the Portability of the Estate Tax Exemption?


If you have a rather sizeable estate, it can be incredibly important to consider all of your estate planning options as the federal estate tax can take a large chunk of your estate’s value away from your heirs. The federal estate tax exemption will allow you to avoid some taxation as the exemption amount is subtracted from the value of the estate and only the remaining amount will be subject to the federal estate tax. In 2019, the federal estate tax exemption was at $11.
Read more . . .


Archived Posts

2021
2020
December
November
October
September
August
July
June
May
April
March
February
January
2019
2018
December
November
October
September
August
July
June
May
April
March
February
January
2017
December
November
October
September
August
July
June
May
April
March
February
January
2016
December
November
October
September
August
July
June
May
April
March
January
2015
December
November
October
September
August
July
June
May
April
March
February
January
2014
December
November
October
September
August
July
June
May
April
March
February
January
2013

← Newer12 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Older →


Monk Law Firm, PLLC assists clients throughout Charlotte, Rock Hill, Fort Mill and the surrounding areas.



© 2021 Monk Law Firm, PLLC | Disclaimer
1701 First Baxter Crossing, Suite 101, Fort Mill, SC 29708
| Phone: 803-594-4453
6000 Fairview Road, Suite 1200, Charlotte, NC 28210
| Phone: 704-369-9977

Estate Planning | Elder Law / Medicaid Planning | Guardianships | Probate / Estate Administration | Special Needs Planning | Veterans Benefits | Business Law | Business Succession Planning | Florida Veteran's Aid and Attendance | Covid-19 Update

Law Firm Website Design by
Zola Creative