Estate Planning

Purchasing a home in a North Carolina real estate transaction is a unique process compared to buying other assets. It is not as simple as making an agreement to purchase and then exchanging the deed for the agreed upon amount of money. Buying real estate can be a...

A lot of people in North Carolina think that estate planning is only for the very wealthy. In fact, pretty much everyone could benefit from doing some estate planning, even when there are few assets to pass along. Here are three common estate planning mistakes that a...

A pour-over will is a special tool that is useful for people in North Carolina who have trusts as a major element of their estate planning. This is a great way to plug in any holes or issues in a will that is tied to a trust. Understanding trusts Trusts are a great...

When planning your estate in North Carolina, there’s much to consider. Sadly, there are certain beloved members of the family that many people forget when they start. You will want to include your pets in your estate planning. It will ensure that they will be taken...

Even if you already have an estate plan in place in North Carolina, it's worth revisiting and updating your estate plan periodically. This article is here to help you understand estate planning and the benefits of revisiting it on a regular basis. Your estate plan...

If necessary, you want to ensure that your disabled loved one qualifies for SSI or other government assistance programs in North Carolina. Depending on your loved one's finances, you may want to consider a special needs trust as part of your estate plan. What is a...

Creating a plan for one’s inevitable demise can be a very challenging experience. From determining how to divide your assets to planning your funeral, each decision brings with it its own unique set of difficulties. While many individuals will eventually prepare for...

Pwning a house allows many people to build the bulk of their personal equity. When writing a will, a home reflects one of the most important assets the testator could leave to a beneficiary. Owning a home with tremendous responsibilities and numerous costs. So, a...

It's been estimated that 70% of citizens throughout North Carolina and the remaining 49 states do not have a will. While most people know what a will is, many put off ever making one. The reality is that every adult should have a will as part of a comprehensive estate...

Most North Carolina residents know that they need a last will and testament to ensure that their assets get passed onto their chosen beneficiaries. However, that's not where estate planning should stop. Rather, there are other legal documents and possibly entities...