Estate Planning

Estate planning typically involves drawing up numerous documents with the most well-known being the last will and testament. After a testator dies, a North Carolina probate court will oversee the transfer of assets to beneficiaries named in the will. Not all estates...

When you have a high-net-worth estate in North Carolina, it's more important than ever to ensure that you're planning ahead and making the right decisions when it comes to estate planning. With more wealth comes more potential taxes and other pitfalls of estate...

Devising a thoughtful estate plan in North Carolina allows someone to transfer assets to those they feel deserving, including relatives, charities, and others. The process could involve more planning than the average person realizes, but deliberate steps taken at the...

Most North Carolina adults want to protect their loved ones after passing away. Fortunately, setting up an estate plan helps ensure your assets go to your assigned beneficiaries. While the estate planning process is beneficial, it's not often easy to accomplish by...

A blended family is one in which one or both spouses have children from a previous relationship. This type of family can present unique estate planning challenges in North Carolina, and that's why it's important to ensure that your assets are distributed according to...

Planning for the future is something all North Carolina adults should do. Estate planning can help protect you and your loved ones. One part of it is an advance care directive. Advance care directives are easy to create An advance care directive allows you to state...

A living trust is an estate planning strategy to avoid probate and keep certain asset distributions private. Many people in North Carolina find that setting up a trust is a great complement to their wills. Types of trusts The two most common types of trusts that you...

Estate planning is an excellent way to pass on assets to your children if you are living in North Carolina. Understanding the nuances of an estate plan can be beneficial, especially if you decide to use a trust. You can also specify your wishes on how you should be...

As a new parent, you have a lot of new responsibilities and things to think about in North Carolina. One of the last things on your mind is probably estate planning, but it is something that you should start thinking about. To get started, consider: Determining the...

Many people in North Carolina have received the advice that they should prepare a will, but they may not be aware of exactly why this is important. A will, also called a last will and testament, describes how you want your property to be distributed after you pass...