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610 entries · North Carolina practice
Everything we know about administering an estate in this state, written for the people who do it for a living.
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When a family member passes away, accessing their bank accounts can feel overwhelming, especially if they left no will or the estate seems small. Many heirs don't realize that probate isn't always...
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A step-by-step guide for NC executors on closing a deceased person's bank accounts, opening an estate account, handling joint and POD accounts, and paying creditors before beneficiaries.
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Comprehensive NC pre-death planning checklist. Legal documents, financial organization, healthcare planning, funeral arrangements, and family communication to prepare before death.
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A complete guide for CPAs and tax professionals navigating NC estate tax compliance, from Form 1041 to stepped-up basis calculations and Afterpath data integration.
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Learn what happens to a mortgage after death in NC, including Garn-St. Germain Act protections, options for heirs, reverse mortgages, and foreclosure risks.
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How to start the conversation about passwords, online accounts, cryptocurrency, and digital estate planning with your aging parents in North Carolina.
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When someone passes away, managing their estate involves far more than just financial accounts and property deeds. The personal belongings, jewelry, furniture, artwork, photographs, collections, and...
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Organize your parent's critical documents before the crisis hits. Master checklist of legal, financial, property, insurance, and digital assets.
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You're probably looking at tax documents and thinking, "Do I really have to deal with this right now?" The answer is yes, but it's not as complicated as it might seem. Filing a final tax return for...
About the library
Six hundred and ten entries on North Carolina estate administration - county guides, statutory deep dives, tax strategy, and practice development, in one place.
