Category Archives: Estate Planning

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Why you should revisit your estate plan and update it
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Last Modified on Feb 28, 2024

Even if you already have an estate plan in place in North Carolina, it’s worth revisiting and updating your estate…

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Understanding a special needs trust
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Last Modified on Feb 28, 2024

If necessary, you want to ensure that your disabled loved one qualifies for SSI or other government assistance programs in…

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Incapacity and estate planning in North Carolina
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Last Modified on Feb 28, 2024

Creating a plan for one’s inevitable demise can be a very challenging experience. From determining how to divide your assets…

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Could a trust assist beneficiaries with a house?
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Last Modified on Feb 28, 2024

Pwning a house allows many people to build the bulk of their personal equity. When writing a will, a home…

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Most Americans don’t have a will to their name
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Last Modified on Feb 28, 2024

It’s been estimated that 70% of citizens throughout North Carolina and the remaining 49 states do not have a will.…

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Your estate plans should involve more than just a will
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Last Modified on Feb 28, 2024

Most North Carolina residents know that they need a last will and testament to ensure that their assets get passed…

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What is a last will and testament?
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Last Modified on Feb 28, 2024

An estate refers to someone’s net worth and includes that individual’s property and assets. Debts and obligations factor into an…

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Common Estate Planning Mistakes in North Carolina & How to Avoid Them?
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Last Modified on Feb 28, 2024

Estate planning is an integral part of any responsible financial plan. Whether you have amassed a huge personal net worth…

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Should you write your estate plan yourself?
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Last Modified on Feb 28, 2024

Planning your North Carolina estate by yourself may seem like a great way to save money. If you have only…

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How does password management fit into estate planning?
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Last Modified on Feb 28, 2024

People find themselves more reliant on digital media than ever before. Online banking and bill paying, for example, remains the…

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