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About trusts
A trust is used to transfer certain assets to a trustee, who will manage or hold the assets for the intended heir. North Carolina residents can use a trust if…
Planning your estate to include a new spouse and stepchildren
Estate planning is important, but not many people realize the value of making these plans until it is too late. This often leaves loved ones with the frustration and confusion…
Reason to update an estate plan
Some Charlotte residents might want to revise their estate plan given the changes to estate plan exemptions that were part of the tax bill passed in December 2017. The 2017…
Choosing trustees
People in North Carolina should give careful consideration when selecting a trustee option. In many cases, it may be necessary to look outside of one’s own family to choose the…
How to make the role of executor easier to handle
If a North Carolina resident is named the executor of an estate, that person is responsible for overseeing and protecting an estate’s assets throughout the probate process. While the job…
Estate planning for everyone
Estate planning is something every North Carolina resident should do regardless of how much money they have or how old they are. If individuals have no legal provisions in place…
Setting up a guardianship for your special needs child
If you have a loved one with special needs, you know that it can be financially, physically and emotionally challenging to provide care. You work hard to provide the support…
Estate planning is emotional as well as financial
For people in North Carolina, preparing for the future includes an estate plan. Estate planning helps to ease the life of heirs and make a family’s emotional pain after the…
Estate planning and tax liability
North Carolina residents who leave property to their loved ones may not realize how taxes can affect beneficiaries when they inherit an estate. South Dakota Congresswoman Kristi Noem has come…
Digital assets as part of an estate plan
North Carolina residents should incorporate digital asset planning as part of their overall estate plan. This may make it easier for others to clean out, shut down or otherwise manage…
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Charlotte, NC 28209
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