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Can I exclude a spouse’s interest in property currently titled in my parent’s name?: North Carolina Estate Planning

Can I exclude a spouse’s interest in property currently titled in my parent’s name? – North Carolina Short Answer Under North Carolina law, your spouse’s death-time rights attach to assets you own or control. If title is still in your parent and sibling’s names, your spouse has no claim today, and you cannot place that…

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What steps are required to add or remove family members as beneficiaries of the trust?: North Carolina

What steps are required to add or remove family members as beneficiaries of the trust? – North Carolina Short Answer In North Carolina, the steps depend on whether the trust is revocable or irrevocable. For a revocable trust, the settlor signs a written amendment or complete restatement that updates the beneficiary provisions and delivers it…

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Probate Q&A Series ·

How is inheritance determined when heirs were never legally adopted by the decedent?: North Carolina

How is inheritance determined when heirs were never legally adopted by the decedent? – North Carolina Short Answer In North Carolina, a person inherits as a “child” in intestacy only if they are the decedent’s biological child (with paternity/maternity established as the law requires) or a child legally adopted by the decedent. Stepchildren or individuals…

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Probate Q&A Series ·

How do rights of survivorship affect probate when one decedent’s property transfers automatically?: North Carolina

How do rights of survivorship affect probate when one decedent’s property transfers automatically? – North Carolina Short Answer In North Carolina, property held with a valid right of survivorship (or similar beneficiary designations) passes directly to the survivor and usually does not require probate. A will still must be delivered to the Clerk if one…

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Probate Q&A Series ·

What can I do when the executor or spouse won’t provide access to the account information?: North Carolina Probate

What can I do when the executor or spouse won’t provide access to the account information? – North Carolina Short Answer In North Carolina, transfer-on-death (TOD) securities pass directly to the named beneficiary when the owner dies, and you can claim them from the brokerage with a death certificate and the firm’s claim forms—no executor…

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