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Yearly Archives: 2019
Planning ahead for estate taxes
There are some unique tax considerations to keep in mind when an estate owner in North Carolina passes away. In most cases, an executor or personal representative is named in…
Setting money aside for life after reanimation
North Carolina residents who have ever contemplated cryonics may be interested to learn that there is an estate planning solution for them. For some people, the idea of having their…
The value of estate planning for singles without kids
You may have friends and acquaintances around your age who are making plans for the future. That may include planning for retirement, downsizing their homes or writing their wills. While…
How family dynamics make estate planning tough
Family dynamics can complicate the process of estate planning in North Carolina and around the country. According to a survey from Key Private Bank, 77 percent of respondents said that…
Estate plans with revocable trusts
One reason North Carolina residents may want to include revocable trusts in their estate plans is to make sure that their assets are distributed in accordance with their wishes. There…
How making an estate plan can benefit people
Some Charlotte residents may not immediately recognize why they need an estate plan. While marriage and children prompt many to consider the future of their assets and how to distribute…
Are you hesitating to sign a power of attorney?
If your estate plan does not include a power of attorney designation, that may be because you have some confusion about what the document is or about what it may…
The importance of an estate plan
People in North Carolina should strongly consider developing an estate plan, even if they do not have any children or close relatives. An estate plan can be very useful in…
Balance secrecy with trust beneficiaries’ right to know
Trusts provide vehicles for people in North Carolina to pass on assets to heirs. Benefactors sometimes want to keep these trusts secret, at least for a time, so that younger…
The tools that can help organize an estate
Everyone currently living in North Carolina and everywhere else in America will die one day. Therefore, it is worth taking time now to plan for what happens to everything left…
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