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Yearly Archives: 2018
The benefits of a spendthrift trust
North Carolina residents who are concerned about keeping their money safe for future generations may benefit from creating a spendthrift trust. Such a trust could help prevent creditors from making…
How interest rates can affect trust decisions
Trusts can be an important part of financial and estate planning for many people in North Carolina, and the decision about what type of trust to create can be influenced…
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,…
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…
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…
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…
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…
Why estate planning can be an important step
People in North Carolina often want to enjoy a greater level of control and management of their assets and their future, even when facing declining health. This means that estate…
Can a charitable trust help meet your goals?
If you are among the few in North Carolina who have taken the time to plan your estate, you should be proud of yourself. Your efforts have the potential to…
Learning the basics of a revocable living trust
As the name suggests, a living trust is one that North Carolina residents or others use to manage their affairs while alive. A revocable living trust is one in which…
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