Category Archives: Estate Planning

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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…

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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…

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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…

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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.…

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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…

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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…

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Common Estate Planning Mistakes in North Carolina & How to Avoid Them?

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?

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?

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

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