October 20th, 2023 by admin
Question: My sister and I are co-executors for our mother’s estate. We are ready to close and have written checks to each heir, with a form from the clerk’s office to be signed stating that the check has been received. All have accepted, except one brother....
Posted in: Ask SAM
October 20th, 2023 by admin
Question: I have a friend that was told, more than about 18 months ago, by a lawyer in Yadkin County that they were to inherit money from a relative. This has been way too long and they have still not heard when the money will be disbursed. The deceased...
Posted in: Ask SAM
July 26th, 2023 by admin
Question: Our church building is being sold and since we are a non-profit organization can we give the money from the sale of the building to our pastor as a retirement gift? — D.M.Answer: You can certainly give the pastor the proceeds of the sale, but...
Posted in: Ask SAM
June 21st, 2023 by admin
Like most lawyers, I get questions from clients about what certain legal words mean “in English.” These words are frequently found in documents related to real estate, corporate/partnership as well as wills, trusts and estate planning. They confuse many...
Posted in: WS Journal Articles
June 21st, 2023 by admin
Question: Are wills and other estate forms available online valid and enforceable if they're properly completed? — R.H. Answer: Sometimes buying things off the internet might not be the bargain you're hoping to get. Mike Wells, a local attorney, said...
Posted in: Ask SAM
June 21st, 2023 by admin
My recent column about estate planning documents generated several questions and comments about revocable trusts (sometimes called “living” trusts). Here is a quick summary of how these trusts work. Since the federal estate tax exemption is so high now...
Posted in: On the Way to the Courthouse
