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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.…
Tax benefits of a charitable remainder trust
Estate planning is about more than determining what happens to your property after your death. It is also an opportunity to give charitable contributions and enjoy some tax breaks. Setting…
What is a special needs trust?
When you have a child with special needs, his or her care is always on your mind. In addition to his or her current care, as the parent, you have…
How to estate plan after a second marriage
Being part of a blended family can make estate planning harder. Therefore, it is important that those in North Carolina and throughout the country who are getting married for a…
Why trusts may be better than wills
According to the American Association of Retired Persons (AARP), individuals in North Carolina and throughout the country should have a trust instead of a will. Trusts are separate entities that…
Why trusts can help the estate planning process
Trusts can be an important part of the estate planning process for many people in North Carolina. Since they offer greater privacy and flexibility, people may opt to create a…
Getting started with succession planning
If business is going well, you probably do not want to think about stepping down from the helm. In fact, even if your company is going through a tough time,…
Spendthrift trusts provide peace of mind
When North Carolina residents draft their estate plans, they are sometimes worried that their heirs will be unprepared for a significant inheritance and fritter away assets that they have worked…
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