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Don’t let DIY efforts ruin your estate plan
There are a lot of online self-help resources addressing everything from cooking to budgeting and knitting. A quick search will even turn up templates and guides for how to create…
Important points about charitable trusts in North Carolina
For North Carolina residents who have been fortunate enough to accrue wealth and have a successful life, there is often a desire to give back and help those who are…
Understanding the basics of trusts
Trusts are a valuable estate planning tool to include in an estate plan. For that reason, all estate planners should be familiar with the basics of trusts and how a…
What to look for if a will is challenged
A will is an important component of most estate plans. For that reason, estate planners will want to ensure that their will is a valid and to do that need…
How second marriages make estate planning tricky
Planning a second marriage should involve more than deciding where to hold the ceremony. You may want to look past the nuptials and into the future by creating a solid…
Effective ways to put charitable giving in your estate plan
People in the Charlotte area who are planning what will happen with their wealth after they die may want to include charitable giving in that plan. Many North Carolina residents…
What happens if I die without an estate plan?
It’s surprising how many people with a lot of wealth die with no estate plan, not even a simple will. Still, stories of how a famous entertainer, or some other…
Using a special needs trust to provide for a disabled child
One of the central purposes of preparing an estate plan is to provide the needs of all of the children of the maker of the will. If one of those…
What is a no contest clause in a will?
One thing many people fear when they execute a last will and testament is that there will be a fight over the inheritance once they’ve departed. The last thing they…
An overview of guardianship in North Carolina
A guardianship is a legal relationship where a guardian is the substitute decision maker for an incompetent adult. In North Carolina, the court may find a person incompetent where he…
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