Many people know they need an estate plan but delay creating one due to common misconceptions or bad advice. Estate … [Read more...] about Estate Planning: There’s Something Here for Everyone – Part I
Why a Living Trust Beats a Power of Attorney for Securing Your Legacy in the event of Incapacity
When planning for your future, it’s important to ensure your affairs are handled smoothly if you become incapacitated and when you pass … [Read more...] about Why a Living Trust Beats a Power of Attorney for Securing Your Legacy in the event of Incapacity
Navigating the Complexities of Specific Bequests in Estate Planning
Specific bequests can add personal touches to your estate plan, but they require careful planning to avoid potential pitfalls. These … [Read more...] about Navigating the Complexities of Specific Bequests in Estate Planning
An Estate Planning Lesson from the Murdochs
Art often mirrors life, and the latest drama surrounding Rupert Murdoch are a prime example. Typically, when someone creates an irrevocable … [Read more...] about An Estate Planning Lesson from the Murdochs
Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
In a recent high-profile case, the Cannon Mills family and Atrium Health found themselves in a legal battle over a $17 million trust fund. … [Read more...] about Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
Naming a Guardian for Your Minor Children in Your Estate Plan
Many of my clients are parents of minor children. For these clients, I stress the importance of planning for the possibility that they may … [Read more...] about Naming a Guardian for Your Minor Children in Your Estate Plan
Top 10 Estate Planning Tips for Parents with Young Children
Estate planning is important for every adult, but it becomes essential for parents with young children. A well-drafted estate plan protects … [Read more...] about Top 10 Estate Planning Tips for Parents with Young Children
What is an Intestate Estate and Why You Want to Avoid It
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
What A Tyrannosaurus Rex Skeleton Teaches Us About Estate Planning
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
