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How trusts differ from wills
Those who live in North Carolina or any other state could benefit from creating either a will or a trust. While neither is better than the other, they provide different…
Estate planning options for baby boomers
In 2019, the youngest members of the baby boom generation in Charlotte will turn 55, an age when many think more about planning for their future. This can include making…
Trusts and the pour-over will
People in North Carolina who have created a trust-based estate plan might also want to have a pour-over will. There are several reasons this may be a good idea. A…
What to do if a family member must be disinherited
An estate owner in North Carolina who wishes to disinherit a family member may want to discuss the process with a professional. Simply leaving a person out of a will…
Siblings can sometimes make estate administration difficult
It is not unusual for many people to consider their relationships with their siblings contemptuous. Years of sibling rivalry may have made it difficult for you and your siblings to…
What happens to an estate plan if both spouses die
People in North Carolina might be aware that the death of George H. W. Bush, the former president, occurred just eight months after the death of his wife, Barbara Bush.…
What to know about federal estate tax laws
Those living in North Carolina or any other state have the right to gift up to $11.18 million without any estate tax implication. The exemption amount was increased from around…
How to learn from Stan Lee’s messy estate planning
Residents of Charlotte, North Carolina, and the rest of the U.S. should consider Stan Lee’s story as an example of what not to do when planning an estate. Stan Lee…
Pros and cons of joint ownership
Many North Carolina residents want to save time and make life easier for their heirs while also ensuring that their own bills will be paid off in the future. A…
Estate challenges more likely between kids and stepmothers
Whether your first spouse passed away or your marriage ended in divorce, your children may have had h2 opinions about your decision to remarry. A second marriage requires careful planning,…
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