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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…
Why should I establish a trust if I already have a will?
It is commonly known that having a will is important if you have a preference regarding who you want to inherit your property and assets when you die. Many people…
How to incorporate charitable giving into an estate plan
For estate planners who want to include charitable giving as part of their estate plan, they should be familiar with the process and how estate planning tools can help them…
3 factors to consider when choosing a trustee
If you have a substantial estate, want to provide for a relative who has a disability or seek to avoid some tax liability, setting up a trust may be an…
Taking care of a child with special needs
The care and attention that loved ones give to a child with special needs does not end when they grow up. Fortunately, there are government programs that can give basic…
Who is qualified by law to be a personal representative?
Many, but not all, people who have a sizeable estate have a will. However, what if you died intestate, that is, without a will? In this situation the court will…
Understanding North Carolina’s process to contest a will
When a person passes away and has a will, often his or her property is distributed to the beneficiaries and the estate is closed. However, in some circumstances a party…
Estate plan concerns to address with children after a remarriage
For North Carolina residents who have had success in life and accrued a healthy nest egg and substantial assets, it is important to understand the importance of estate planning. Whether…
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