For my clients who are navigating the complex landscape of long-term care options, I stress the importance of planning ahead. Clients are … [Read more...] about Navigating Nursing Home Planning in North Carolina: A Comprehensive Guide
The choice as to how someone's hard earned wealth is distributed after their death is one of the most basic foundations of estate planning. … [Read more...] about What is an Intestate Estate and Why You Want to Avoid It
I wanted to share an interesting blog post from my friend, Tereina Stidd, at the American Academy of Estate Planning Attorneys. In this … [Read more...] about What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning
For my clients who own a small business, I always stress the importance of incorporating a business succession planning component into their … [Read more...] about Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?
For some of my older clients or clients providing care to older family members, there comes a time when consideration must be given to … [Read more...] about Understanding Assisted Living in North Carolina
After many years of helping people create successful estate plans, I can confidently say that most people are initially intimidated by the … [Read more...] about 10 Estate Planning Tips to Help You Create a Successful Plan
When I work with married clients, many of them choose to create reciprocal estate plans, meaning the spouse’s individual estate plans … [Read more...] about Spousal Elective Share in North Carolina Explained
Some of my clients count a valuable firearms collection among their estate assets. When deciding how to handle firearms within an estate … [Read more...] about What Is a North Carolina NFA Gun Trust?
I frequently have clients who recently lost a loved one and who find themselves in the position of needing to oversee the administration of … [Read more...] about North Carolina Probate Checklist