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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…
When should you update your will?
Your will is a foundational part of your estate plan. This document lets you determine how you want to distribute your property upon your death. According to the American Bar…
Have life events affected your estate plan?
A lot of people feel a sense of relief when they create their estate plan, and for good reason. Creating a detailed estate plan means that you have legal vehicles…
What are the requirements for making a will?
Creating a will is one of the first steps you will take as you begin the estate planning process. However, creating a will is more than just writing down who…
Estate planning can help keep the family money
We get it, estate planning seems daunting. But, in the midst of the craziness of the last year or two, it has become quite the popular topic in the news…
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