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Estate Planning

Planning a high net-worth estate

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...

Reasons for an estate plan

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...

How do living trusts work?

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...