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Estate Planning

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Gift & Estate Tax Exclusion Changes Beginning January 1, 2023

The Daly Mills Estate Planning attorneys in Lake Norman know it is nearly impossible to keep up with the Internal Revenue Service (IRS) and its annual Administrative, Procedural, and Miscellaneous tax changes. However, significant changes were recently announced for the upcoming 2023 tax year to accommodate annual inflation adjustments for more than 60 tax provisions, including the […]

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Where Should You Store Your Will and Other Important Documents?

Our Daly Mills Estate Planning attorneys in Lake Norman know our North Carolina clients have done everything right when it comes to protecting their futures. We have seen firsthand the relief our clients feel when they have an estate plan in place, and the confidence it gives them going forward. The good news is, you […]

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How to Effectively Make a List of Assets for an Estate Plan

Our Mooresville attorneys at Daly Mills Estate Planning help our clients create checklists that will allow them to understand their current assets and how they will impact their futures. Making estate planning lists that count requires outlining your assets, evaluating your debts, choosing powers of attorney, and creating a will that reflects your true wishes. […]

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Estate Planning and Student Loans

At Daly Mills Estate Planning, our Mooresville attorneys represent clients of all ages throughout North Carolina, including those who have outstanding student loans. In some cases, the student loans they took out in college and graduate school are the most significant financial aspect of their lives. This often means they are more concerned about paying […]

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Estate Planning Tips for Avoiding Probate in North Carolina

Our Mooresville attorneys at Daly Mills Estate Planning know that understanding the ins and outs of probate can be confusing to nearly everyone. Probate is the legal process where a deceased person’s last will and testament are proved in a court of law and accepted as a valid public document concerning how their estate is settled. […]

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Estate Planning Checklist Made Easy

Our experienced Mooresville attorneys at Daly Mills Estate Planning work closely with our North Carolina clients to remove the confusion and anxiety from important elder law subjects like wills and trusts, estate administration, and asset protection, so they can plan their futures with confidence. We understand that outlining your estate plans can be intimidating. And if you […]

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Why Estate Planning is Important Regardless of Your Age or Wealth

At Daly Mills Estate Planning, our Mooresville attorneys know that talking about what happens to your assets, minor children, or other important accomplishments after you pass away is never a popular conversation to have. Unfortunately, younger adults and those who do not believe their assets are significant enough to require an estate plan often continuously delay […]

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What to Do Before Meeting With a North Carolina Estate Planning Attorney

Our Daly Mills Estate Planning attorneys in Mooresville know that it may seem like a daunting task to start getting your affairs in order. Whether a person lacks the time to commit to estate planning, or fears talking about end-of-life decisions, most estimates list that anywhere from 50–60% of Americans do not have a will, let […]

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Estate Administration And Probate

One of the major possible issues that can arise upon someone’s passing is the issue of inheritance. Once someone has passed away, the courts and those left have nothing to rely on except the written instructions from the deceased. Good, clear instructions can make the process simple and easy. Poorly written or unclear instructions can, […]

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Medicaid and Long-Term Planning

When planning for your financial future or retirement, numerous issues must be considered. At the top of the list is Medicaid. Your health care and its associated costs are going to be a major factor in your long-term planning and should be thoroughly considered sooner rather than later. As the cost of health care continues […]

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