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Category Archives: Estate Planning
Don’t let DIY efforts ruin your estate plan
There are a lot of online self-help resources addressing everything from cooking to budgeting and knitting. A quick search will even turn up templates and guides for how to create…
What to look for if a will is challenged
A will is an important component of most estate plans. For that reason, estate planners will want to ensure that their will is a valid and to do that need…
How second marriages make estate planning tricky
Planning a second marriage should involve more than deciding where to hold the ceremony. You may want to look past the nuptials and into the future by creating a solid…
Effective ways to put charitable giving in your estate plan
People in the Charlotte area who are planning what will happen with their wealth after they die may want to include charitable giving in that plan. Many North Carolina residents…
What happens if I die without an estate plan?
It’s surprising how many people with a lot of wealth die with no estate plan, not even a simple will. Still, stories of how a famous entertainer, or some other…
What is a no contest clause in a will?
One thing many people fear when they execute a last will and testament is that there will be a fight over the inheritance once they’ve departed. The last thing they…
When should you update your will?
Your will is a foundational part of your estate plan. This document lets you determine how you want to distribute your property upon your death. According to the American Bar…
Have life events affected your estate plan?
A lot of people feel a sense of relief when they create their estate plan, and for good reason. Creating a detailed estate plan means that you have legal vehicles…
What are the requirements for making a will?
Creating a will is one of the first steps you will take as you begin the estate planning process. However, creating a will is more than just writing down who…
How to incorporate charitable giving into an estate plan
For estate planners who want to include charitable giving as part of their estate plan, they should be familiar with the process and how estate planning tools can help them…
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