Blog

Home /  Blog

Charitable planning options that also benefit you

Tax data from the past year demonstrates that a genuine desire to do good motivates a majority of charitable donations. In 2018, new tax laws went into effect that reduced…

Read More

Reviewing North Carolina’s intestate succession guidelines

Most people in Charlotte likely view the process of estate planning with a good deal of trepidation. It places them in the unenviable position of disappointing some who may expect…

Read More

Should I set up a trust?

You have worked your whole life to accrue assets, like your home, retirement savings, vehicle, and more. That is why proper estate planning is so important. A solid estate plan…

Read More

What should I know about guardianship?

Some adults may be incapable of caring for themselves in a reasonable way. When this occurs, guardianship is established to ensure there is a competent person available to see to…

Read More

Have you considered the details of your advance directive?

An advance healthcare directive, sometimes called a “living will,” protects your right to choose what medical treatments you do and do not want when you reach the end of your…

Read More

5 things to update in an estate plan after your divorce

The end of a marriage can change your life in ways you don’t expect. Divorce can be a stressful and exhausting process, but it doesn’t always end right after the…

Read More

Charity beneficiary might present a solution to Secure Act

At the start of 2020, the Secure Act took effect and left many people wondering about retirement plans and estate plans. In a scramble to help clients update plans and…

Read More

What are pros and cons of setting up a private foundation?

Some people feel satisfied making regular donations to a cause. However, you may want to set up an operation that raises money for your cause and endures beyond your lifetime.…

Read More

What does an executor do?

Being named a personal representative, also known as an executor, in a loved one’s will is a huge responsibility. The executor of a will has many duties, from paying beneficiaries…

Read More

3 reasons to start business succession planning today

Starting and growing a small business usually requires a tremendous amount of time, money and effort. Still, most small business owners do not have a succession plan. It takes time…

Read More

Recent Posts

Categories

Archives