Category Archives: Estate Planning

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Nov162023
Creating a planned giving program

All throughout North Carolina, there are hundreds of worthy charities and organizations that could use financial assistance. Some of these…

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Nov012023
Appointing a professional executor

Choosing a responsible executor in a will is a critical element of estate planning. North Carolina testators may have a…

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Oct162023
Older people are less likely to have an estate plan

It’s always been pretty common for young adults in North Carolina to delay planning their estates. However, a recent trend…

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Sep212023
Unequal treatment when crafting an estate plan

Assets remaining in your North Carolina estate will be transferred to beneficiaries after you die. A common strategy is to…

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Sep192023
Tips for reducing family conflict over an estate plan

People who are part of North Carolina families where there is a good deal of conflict may face some additional…

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Aug212023
Using estate planning as a new parent can be highly beneficial

If you’re having a baby in North Carolina, you’ve probably been planning for this event by accumulating diapers, onesies and…

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May252023
Is it possible for someone to sue a trust in North Carolina?

People in North Carolina often establish trusts during the estate planning process. Trusts are legal entities that own and manage…

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May162023
Choosing an executor for your will in North Carolina

Choosing your executor in North Carolina takes careful consideration. Your executor performs legal tasks on your behalf following your death.…

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May102023
Protect retirement savings during recessions

One of the biggest worries people have in North Carolina when the market starts to plunge is what will happen…

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Apr132023
Grandparents can plan to leave money for their grandchildren

Grandparents in North Carolina can utilize tools in estate planning to provide for their grandchildren, ensuring the passage of their…

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