Monthly Archives: June 2018

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An estate plan can protect your growing family

When you welcome a new baby into your family, it changes your life in many ways. There are those temporary adjustments, like late nights, diaper changes and high chairs. However,…

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Using estate planners

North Carolina residents may find it beneficial to consult a professional estate planner when making arrangements for how their estate is to be handled after their death. Consulting a team…

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Creating an estate plan that family members will understand

Some people in North Carolina may have a will, but in some situations, a will may not be enough. There may be other elements to the estate plan as well…

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Responsibilities of trustees

A person in North Carolina who is the fiduciary for a trust has an obligation to manage that trust responsibly. If the person lacks financial experience, a professional can be…

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Using pour-over wills

A North Carolina resident can use a pour-over will as a backup mechanism to ensure that assets are passed to a trust after death. With a pour-over will, an estate…

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