» Estate Planning

When people think about estate planning, most are familiar with the traditional, typed Will that is prepared and executed with assistance from an attorney. To be valid in North Carolina, the Will must be signed by the person making it, witnessed by t… Read More

When an elderly loved one begins to experience difficulty caring for themselves, making legal and financial decisions independently, or performing daily life tasks, you may find yourself asking difficult questions about how to best protect your loved… Read More

Second marriages bring new beginnings, and new estate planning challenges. Blending families, balancing financial interests, and protecting children from previous marriages all require thoughtful planning. Without it, misunderstandings and unintended… Read More

The idea of estate planning may have once conjured images of wealthy individuals passing along sprawling country mansions, gleaming yachts, and jewel-encrusted family heirlooms. But modern-day estate planning is for everyone. Today’s comprehensive… Read More

Your estate planning choices today–including making no plan at all–determine how your assets are passed on at your death. If you have a trust (usually a revocable living trust or RLT), the process of passing on your assets is known as trust admin… Read More

When you begin planning your estate, you might be wondering if an irrevocable trust is a good option. While a wide variety of trusts may be utilized to accomplish your estate planning objectives, this type of trust can be beneficial for those seeking… Read More

Probate is the court-supervised process by which an individual’s estate is distributed to their beneficiaries. These legal proceedings can be lengthy and costly — and many people wish to help ensure their loved ones avoid going through the public… Read More

Until recent years, those planning their estates did not have to be concerned with anything other than their physical property and liquid assets. Now, technology and digital assets have become part of everyday life and must be thought about when plan… Read More