Category Archives: Estate Planning
Senior Estate Planning in Lincolnton, NC Guide for Families [2025]
As individuals age, they are met with a myriad of decisions, one of which includes estate planning. While it may…
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…
Appointing a professional executor
Choosing a responsible executor in a will is a critical element of estate planning. North Carolina testators may have a…
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…
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…
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…
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…
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…
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.…
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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