Estate Planning Q&A Series

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Estate Planning Q&A Series

Jun 3, 2026

How do I make a simple will that leaves everything to my spouse? NC

Estate Planning Q&A Series

Jun 3, 2026

If a family member manages the inheritance in a separate account, will that still count against benefit eligibility? NC

Estate Planning Q&A Series

Jun 3, 2026

Do I need anything besides a will to make sure my spouse can handle my affairs if something happens to me? NC

Estate Planning Q&A Series

Jun 3, 2026

What happens if a trustee sends tax payments to the wrong state and I end up with penalties? NC

Estate Planning Q&A Series

Jun 3, 2026

How do I handle a trust dispute when the trust, beneficiaries, and related estate issues involve more than one state? - NC

Estate Planning Q&A Series

Jun 3, 2026

What happens if I die without a will and I want my spouse to receive everything? NC

Estate Planning Q&A Series

Jun 3, 2026

What is the deadline we’re trying to meet to reduce taxes, and what happens if we miss it? NC

Estate Planning Q&A Series

Jun 3, 2026

What information or documents do we need to provide before the meeting so we don’t lose time? NC

Estate Planning Q&A Series

Jun 2, 2026

Why does the attorney need both of us present and consenting before moving forward? NC

Estate Planning Q&A Series

Jun 2, 2026

If the other person can’t be reached or won’t respond, what options do we have to move the process forward? NC

Estate Planning Q&A Series

Jun 2, 2026

How can we protect an inheritance for a disabled adult so they don’t lose their public benefits? NC

Estate Planning Q&A Series

Jun 2, 2026

Does receiving inheritance proceeds reported on a tax form affect disability or needs-based benefits even if no taxes are owed? NC

Estate Planning Q&A Series

Jun 2, 2026

How long does it usually take to get a basic will prepared and signed? NC

Estate Planning Q&A Series

Jun 2, 2026

Can a special needs trust be set up before the inheritance is paid out, and what happens if the money is distributed first? NC

Estate Planning Q&A Series

Jun 2, 2026

Can we still file the taxes this year if we can’t meet the earlier deadline? NC

Estate Planning Q&A Series

Jun 2, 2026

What happens if the testamentary trust isn’t set up promptly—can that delay transferring or managing estate assets? NC

Estate Planning Q&A Series

Jun 2, 2026

Can the executor also serve as the trustee of a testamentary trust, and are there any downsides or conflicts to doing that? NC

Estate Planning Q&A Series

Jun 2, 2026

What address should be used as the trust’s official mailing address for account statements and legal notices? NC

Estate Planning Q&A Series

Jun 2, 2026

Do I need a separate tax ID number for a testamentary trust, and who is responsible for applying for it? NC

Estate Planning Q&A Series

Jun 1, 2026

Do I need a lawyer who specifically handles irrevocable trusts? NC

Estate Planning Q&A Series

Jun 1, 2026

Can I help arrange a trust for my parent if they live in another jurisdiction? NC

Estate Planning Q&A Series

Jun 1, 2026

What happens if I got an EIN for a trust before the trust was formally drafted? NC

Estate Planning Q&A Series

Jun 1, 2026

How long does it usually take to prepare a will from the first consultation to having it ready to sign? NC

Estate Planning Q&A Series

Jun 1, 2026

What is the difference between a revocable trust and an irrevocable trust? NC