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
Spousal Elective Share in North Carolina Explained
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
What Is a North Carolina NFA Gun Trust?
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?
North Carolina Probate Checklist
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
4 Ways to Avoid Estate Taxes
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
How to Pass Down Real Estate in Your Estate Plan
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
What Are the Benefits of Appointing a Professional Trustee?
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?
Why Liquidity Is Important Within Your Estate Plan
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
What Are the Drawbacks to Creating an ABLE Account?
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?
