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Category Archives: Estate Planning
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…
3 factors to consider when choosing a trustee
If you have a substantial estate, want to provide for a relative who has a disability or seek to avoid some tax liability, setting up a trust may be an…
Who is qualified by law to be a personal representative?
Many, but not all, people who have a sizeable estate have a will. However, what if you died intestate, that is, without a will? In this situation the court will…
Estate plan concerns to address with children after a remarriage
For North Carolina residents who have had success in life and accrued a healthy nest egg and substantial assets, it is important to understand the importance of estate planning. Whether…
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