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Yearly Archives: 2018
Mistakes in estate planning
Only 40 percent of people in the United States who are at least 60 years old have completed the appropriate documents to ensure that their healthcare and finances are looked…
Estate planning for special needs individuals
If a North Carolina family has a special needs member, it may be necessary to account for that in an estate plan. Ideally, a family will create a special needs…
Taking care when naming trustees
Some people in North Carolina recognize the value of establishing trusts as a component of their estate plans. While trusts can help people avoid probate and distribute their assets in…
Certain precautions could help you avoid power of attorney abuse
Creating a comprehensive estate plan means assessing various aspects of your life and reviewing your options for how to address those aspects in the future. Some people may feel satisfied…
Financial preparations for the future
Some people in North Carolina and other states across the United States will reach a point where they are incapacitated and unable to provide care for themselves without some kind…
How to manage assets for special needs individuals
If the parent of a special needs child in North Carolina plans to leave that child an inheritance, it should be done in a strategic manner. Simply leaving the money…
Organizing estate plans
North Carolina residents can take certain steps to make sure that their estate plans are in order. Taking these steps can remove much of the burden endured by surviving loved…
What happens in the probate process
People in North Carolina who have been appointed executors of a loved one’s estate as well as those who have lost loved ones might wonder what the probate process is…
Is your estate plan incomplete without a prenup?
You never expected it to happen, but you are on the cusp of your second marriage. This time, you feel like you have found the one, and you are ready…
Tax law may not harm charitable giving
The passage of the tax reform bill in December 2017 has left some North Carolina residents confused about what it might mean for their estate plans. People may be concerned…
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