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5 essential documents for your estate plan

  Establishing an estate plan is an essential task that protects your assets and carries out your wishes after your passing. Although this is important, many individuals overlook it because…

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What is my estate’s value for federal taxation?

Federal estate taxes are for those with very high-valued estates. Anyone who has significant assets should plan ahead to pay these taxes. The IRS handles the collection and sets the…

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What is intestacy?

When you die, you need to have some way to allow those left behind to take legal possession of your assets. Most people will create a will or estate plan…

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How your personality might affect your estate planning

A carefully crafted and effective estate plan should reflect the testator’s goals and their family’s needs. Thus, no two estate plans in Charlotte are exactly alike. Still, given how official…

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Understanding the dangers of undue influence

As people age, it is normal for them to begin to take their estate plans more seriously. Many people involve their families in their estate planning process. Involving the family…

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What should you consider before agreeing to be an executor?

Agreeing to be the executor of an estate is a big commitment and one that requires forethought. Overseeing the closure of someone’s estate is not something you should take lightly.…

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How to appoint a guardian in your estate plan

You are not alone if you have children but no estate plan. Many people wrongfully believe that only wealthy people require an estate plan, but in reality, estate plans are…

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What should you expect from an executor?

An estate executor has important responsibilities to accomplish including selling assets and settling debts. The person you assign to this role will handle your financial affairs and have access to…

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2 Myths about second marriages and estate planning

Most people do not worry about their estate plans until they age. However, at this point, you may be in your second marriage, and you and your spouse may have…

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How long will it take to close your estate?

Choosing an executor is a critical part of estate planning and one that requires time and thought. The person you select should have adequate availability to oversee the many responsibilities…

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