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...
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Estate Planning
Understanding a special needs trust
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...
Incapacity and estate planning in North Carolina
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...
Could a trust assist beneficiaries with a house?
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...
Most Americans don’t have a will to their name
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...
Your estate plans should involve more than just a will
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...
What is a last will and testament?
An estate refers to someone's net worth and includes that individual's property and assets. Debts and obligations factor into an estate, as well. When someone passes away in North Carolina, questions may arise about who inherits the estate's assets. A last will and...
Common estate planning mistakes
Estate planning is an integral part of any responsible financial plan. Whether you have amassed a huge personal net worth or simply have some money in a savings account, the responsible thing to do is create an estate plan that distributes those assets among your...
Should you write your estate plan yourself?
Planning your North Carolina estate by yourself may seem like a great way to save money. If you have only a few assets to your name, you may be able to get away with not hiring an attorney. But if you have a reasonably sized estate, trying to plan your estate yourself...
How does password management fit into estate planning?
People find themselves more reliant on digital media than ever before. Online banking and bill paying, for example, remains the preferred way of doing business for untold numbers of North Carolina residents. Anyone who maintains brokerage, banking and other financial...


