News and Articles

Page 448 of 653

Probate Q&A Series

What can I do if co-heirs are selling estate assets like the house or RV without my consent?: North Carolina Probate

What can I do if co-heirs are selling estate assets like the house or RV without my consent? – North Carolina Short Answer In North Carolina, co-heirs cannot unilaterally sell estate property. The personal representative (executor or administrator) controls estate personal property (like the car, RV, and furniture) and handles any sale. Real estate can…

Read more
Probate Q&A Series

What legal steps can I take if co-heirs remove furniture or other property from estate assets without permission?: North Carolina Probate

What legal steps can I take if co-heirs remove furniture or other property from estate assets without permission? – North Carolina Short Answer In North Carolina, you can open or convert the estate to full administration and ask the Clerk of Superior Court to order the return of estate property. A verified petition in an…

Read more
Guardianship Q&A Series

What information does the court consider when reviewing a request to change guardianship?: North Carolina

What information does the court consider when reviewing a request to change guardianship? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court looks at the ward’s current abilities and needs, whether a less restrictive arrangement would work, the guardian’s performance and suitability, and whether a different person can better meet the…

Read more
Probate Q&A Series

What documents do I need to gather to assert my beneficiary rights and administer the estate?

What documents do I need to gather to assert my beneficiary rights and administer the estate? – North Carolina Short Answer Start by gathering proof of death, any original will or codicils, and basic family and asset information. For the employer account dispute, collect every beneficiary form, plan document, and the company’s written communications (including…

Read more
Probate Q&A Series

Can I require the company to honor a previous beneficiary designation if they now say it was a mistake?: North Carolina

Can I require the company to honor a previous beneficiary designation if they now say it was a mistake? – North Carolina Short Answer In North Carolina, a valid beneficiary designation generally controls who receives nonprobate assets like life insurance, retirement accounts, or POD/TOD accounts. If an employer or financial institution denies a designation as…

Read more
Probate Q&A Series

Can I protect the surviving spouse’s home and joint account funds from IRS claims while probate is pending?: North Carolina

Can I protect the surviving spouse’s home and joint account funds from IRS claims while probate is pending? – North Carolina Short Answer In North Carolina, a surviving spouse’s home titled as tenants by the entirety is generally protected from the decedent’s individual creditors under state law, but federal tax liens can reach the decedent’s…

Read more
Probate Q&A Series

What documentation do I need to show the IRS that my parent’s taxes were paid properly?: North Carolina Probate

What documentation do I need to show the IRS that my parent’s taxes were paid properly? – North Carolina Short Answer In North Carolina, the personal representative (the court‑appointed executor or administrator) is the only person the IRS will recognize to discuss and resolve the decedent’s taxes. You will need Letters (testamentary or of administration)…

Read more
Probate Q&A Series

What steps do I need to dispute the IRS’s claimed tax liability against my parent’s estate?: North Carolina Probate

What steps do I need to dispute the IRS’s claimed tax liability against my parent’s estate? – North Carolina Short Answer In North Carolina, you must first open the estate and obtain Letters of Administration so someone has legal authority to act. The personal representative then publishes and mails a formal Notice to Creditors (including…

Read more
Estate Planning Q&A Series

What is the difference between a revocable trust and an irrevocable trust for protecting family land?: North Carolina

What is the difference between a revocable trust and an irrevocable trust for protecting family land? – North Carolina Short Answer Under North Carolina law, a revocable trust avoids probate and keeps management private, but assets in it are treated as yours while you’re alive and are generally reachable by your creditors and, after death,…

Read more
Go to Top
Free Consultation

Talk with a North Carolina attorney

Tell us a bit about your situation and we'll respond within one business day.