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
For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave … [Read more...] about 4 Ways to Avoid Estate Taxes
When I meet with estate planning clients, I try to spend a significant amount of time discussing the types of assets they own and wish to … [Read more...] about How to Pass Down Real Estate in Your Estate Plan
Many of my clients choose to incorporate a trust agreement into their estate plans. One of the most important decisions they must make when … [Read more...] about What Are the Benefits of Appointing a Professional Trustee?
When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing … [Read more...] about Why Liquidity Is Important Within Your Estate Plan
For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a … [Read more...] about What Are the Drawbacks to Creating an ABLE Account?