Signing Legal Documents During the Pandemic

By Kimberly H. Whitley

As we all know, everyday tasks have become more difficult during the Coronavirus Pandemihttps://www.patrickharperdixon.com/our-attorneys/#thomasc. The Courts and the legislature of North Carolina have made temporary and emergency changes to the laws to allow for the legal process to move forward and for necessary documents to...

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Problematic Assets in Planning and Estates

By Kimberly Whitley

Certain types of assets routinely cause issues in estate planning and administration. The issues and suggested solutions are detailed below:

Mobile Homes. Frequently, clients transfer mobile homes by executing a Bill of Sale rather than transferring the Certificate of Title for the mobile...
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Changes in Retirement Accounts for 2020

Congress has passed the Setting Every Community Up for Retirement Enhancement Act (“SECURE ACT”), effective as of January 1, 2020. The SECURE Act contains some major changes for distributions relating to retirement accounts, including the following:

Stretch payments. In general, a spouse beneficiary can continue to roll over the proceeds...
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Five Tips To Organize Your Estate Planning

Originally written by Kim Whitley for Outlook

Estate Planning does not end with signing the documents. The following tips will help your family in the event of death or emergency:

Document Distribution - Make sure you have distributed copies of your Durable Power of Attorney, Health...
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Medicaid Planning In A Crisis

Although planning in advance for facility care is best, an unanticipated health event may necessitate instant action to protect assets. Some techniques which may work are set forth below:

Purchasing a one-percent (1%) interest in the homesite or other real property as joint tenants with right of survivorship. If a...

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Top Ten Mistakes in Estate Planning

Originally written by Kim Whitley for Outlook Newspaper.

Proper Planning can reduce the difficulty of handling an estate. Avoid these mistakes to make the estate process easier:

1. Not adding beneficiary designations to assets, including bank accounts.

Assets which pass by beneficiary designation...

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