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My blog can be a helpful resource as you plan your estate.
Information is powerful when putting together your estate plan. At Vail Gardner Law, I update my blog regularly with helpful estate planning information, as well as updates about my upcoming estate planning workshops and other news about my law firm in Durham, North Carolina.
The information on this website is for general information purposes only. It should not be taken as legal advice for any situation. By viewing this website, no attorney-client relationship is established.
Special Needs Trust Protects Inheritance and SSI for Disabled Individuals
If you have a loved one who is disabled, you may be wondering how you can help them receive their inheritance and still meet the eligibility requirements for government benefits. A special needs trust (SNT) allows you to set aside assets for your loved one, so they can continue to receive public funds such as Medicaid or Social Security Insurance (SSI). Learn how special needs trusts work and how they can help your loved one receive the financial assistance they need.
Does a Will Avoid Probate?
When most people think about estate planning, the first thing that comes to mind is a will. A will is a document that lets you inform the court of your wishes after you die. However, having a will does not avoid probate. Learn why to avoid probate (and how to do it!)
How to Prevent Joint Property Ownership Disputes with a Partner
When two people own joint property, they both have an equal right to use the property and make decisions about it. This seems like a fair arrangement, but in reality, it can often lead to disputes between partners. If you are considering joint tenancy with a life partner in North Carolina, it is essential to understand the risks involved and how to avoid potential problems. Learn about common joint ownership disputes and how to avoid them.
The Benefits of Dynasty Trusts: How to Leave a Lasting Legacy
If you’re looking for a way to leave a lasting legacy for your family, dynasty trusts can be a solution. A dynasty trust is an irrevocable trust that can span more than two generations and offers a variety of tax benefits and asset protection features. Learn the basics of dynasty trusts and how they can help you leave a lasting legacy for your family!
What is a Blind Trust and When Should You Use One?
What is a blind trust? A blind trust allows you to remain anonymous and gives someone else control over trust assets to avoid conflicts of interest or maintain your financial privacy. They can also help you comply with insider trading laws or remain anonymous after winning the lottery.
Wills vs. Trusts: Which is Right for You and Your Family?
When it comes to estate planning, many people have the mistaken impression that a will is their only option. However, trusts can be a powerful tool for protecting your assets and ensuring your family has a level of care for their long-term future. Let’s look at wills vs. trusts and explore how a will can work together with a trust to provide comprehensive estate planning protection.