Category Archives: Estate Planning

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Aug232021
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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Aug052021
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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Jun162021
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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Apr182021
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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Apr032021
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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Jan262021
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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Jan122021
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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Dec312020
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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Dec112020
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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