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Category Archives: Estate Planning
Detailing intestate succession
After the initial shock and/or sadness surrounding the death of your spouse begins to abate, you may begin to question how they wished to have their assets distributed. Typically those…
How elective share may affect your estate plan
The first part of any new year is a good time to revisit your existing estate plan. If you do not already have one in place, drafting a comprehensive will…
Estate planning and a loved one’s mental illness
When a family member has a mental illness, this can create many obstacles for them as well as all of their loved ones. People may have a lot of concerns…
Appointing multiple trustees to your special needs trust
When you plan a special needs trust, assuming you are not going to act as a trustee, choosing a trustee will be a crucial choice. However, your choice may not…
Can you include special needs children into your estate plan?
When residents of North Carolina begin to form their estate plan, there are a lot of considerations. If you have a child with special needs, you may need to make…
How can you include charitable giving into your estate plan?
How important is philanthropy to you? If you support causes now, then you may want to continue to support said causes, even after you pass away. Think about the charities…
Preserving your wealth for future generations
Transferring wealth from your North Carolina estate to beneficiaries is far from simple, especially if you wish for it to continue through several generations. Legacy planning goes beyond simply drawing…
What to include in a comprehensive estate plan
It is a good idea to review your estate plan on a regular basis, not just after a major life change. Even if your circumstances have not changed, state and…
How can I give to charity after my death?
If charitable giving is an important part of your life in North Carolina, then you may like knowing that when you die, you can make a plan to continue giving.…
Is DIY estate planning worth the risks?
Recently, you may have begun thinking more seriously about creating an estate plan. This desire may have stemmed from the recent birth of a child, a milestone birthday, the death…
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