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Category Archives: Estate Planning
Does your funeral deserve a place in your estate plan?
If you have not yet created an estate plan, you certainly are not alone. In fact, according to reporting from CNBC, roughly two-thirds of Americans are in the same boat.…
How to tell if a charity is worthy of your financial gift
Giving Tuesday, the Tuesday after Thanksgiving is quickly approaching. Whether you intend to make a one-time gift on Giving Tuesday or to leave a charity a substantial sum in your…
Do family members make the best executors?
When trying to choose an executor for your estate plan, it is likely that you will think of family members before anyone else. After all, you are likely closest to…
What should you know about estate plan reviews?
The prioritization of estate plan reviews is a crucial part of the process. After all, reviewing the entire estate plan every three years is a monumental task, and many people…
What are the advantages of estate planning?
Creating a solid estate plan is a worthy endeavor, no matter your life stage. Estate planning does more than allocate your assets after you pass. It allows you to establish…
What do executors of estates manage?
Estate plans are not simple matters, and the people who oversee them – executors – do not have an easy task at hand. What exactly do these executors have to…
Can middle-income North Carolinians benefit from trusts?
If you are like many North Carolinians, you may believe trusts are something only the wealthiest individuals establish. After all, popular culture has had a field day with trust-fund pseudo-celebrities.…
Do you have what it takes to be a special needs trustee?
If someone you know has a child who has some type of disability, your friend may have asked you to serve as a special needs trustee. Before you accept the…
What expenses can a special needs trust pay?
If your child has certain physical, mental or emotional disabilities, he or she simply may not be able to work. This, of course, means your son or daughter is likely…
What can a trust accomplish that a will cannot?
When you draft your will in North Carolina, you may find that there are limits to what it accomplishes. A will gives you a chance to say where you want…
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