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Home » Legacy Planning
An image of a woman sitting by the window reading a letter of instruction left by a loved one.

Could Your Loved Ones Benefit from a Letter of Instruction?

When most people think about estate planning, they visualize stacks of notarized paper, financial strategies, and formal legal language. At … [Read more...] about Could Your Loved Ones Benefit from a Letter of Instruction?

Date: March 2, 2026 Category: Estate Planning, Incapacity Planning, Legacy Planning

Portrait of Madam CJ Walker with an overlay of the words "Madam CJ Walker: Planning with Intentionality"

Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker

During Black History Month, we honor the trailblazers who broke barriers in business and civil rights. As estate planning attorneys, we look … [Read more...] about Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker

Date: February 10, 2026 Category: Business succession, business succession planning, Estate Planning, General, Legacy Planning, Revocable Living Trust

Image of an elderly woman using a smart phone with an overlay of the words Apple and Google Legacy Tools

Apple and Google Legacy Tools: Part of a Comprehensive Estate Plan

Who Will Access Your Photos, Emails, or Notes After You’re Gone? You store a lot of your life on your phone—photos, messages, documents, … [Read more...] about Apple and Google Legacy Tools: Part of a Comprehensive Estate Plan

Date: December 1, 2025 Category: Estate Planning, General, Legacy Planning, technology

image of a family gathered around a table with the words "4 family conversations for thanksgiving" overlaid to illustrate estate planning conversation with family

Thanksgiving Table Talk That Matters: 4 Conversations to Have With Your Family Now

Thanksgiving brings families together around food, laughter, and tradition. But it also offers a rare opportunity: uninterrupted time with … [Read more...] about Thanksgiving Table Talk That Matters: 4 Conversations to Have With Your Family Now

Date: November 25, 2025 Category: Estate Planning, Legacy Planning

Image of a person serving food at a soup kitchen to illustrate charitable giving in estate planning in Raleigh-Durham, NC

10 Ways to Show Gratitude Through Charitable Giving in Your Estate Plan

Estate planning isn’t just about protecting your assets; it’s also about reflecting your values and expressing gratitude. For families in … [Read more...] about 10 Ways to Show Gratitude Through Charitable Giving in Your Estate Plan

Date: November 6, 2025 Category: Estate Planning, Legacy Planning

Image of three adult siblings meeting over coffee to discuss the giving choices for their donor advised fund in North Carolina.

Thankful and Forward-Thinking: How a Donor Advised Fund Can Help You Give Back

As Thanksgiving approaches, many families pause to reflect on what truly matters: health, home, and the people we love. This season of … [Read more...] about Thankful and Forward-Thinking: How a Donor Advised Fund Can Help You Give Back

Date: November 3, 2025 Category: Estate Planning, Legacy Planning

Photo of a mother holding a newborn baby. There's a text overlay with the words "Estate planning for new parents in NC" and the Clarity Legal Group logo.

Welcoming a Baby in 2025? Here’s Why It’s Time to Update Your Estate Plan

Becoming a parent is one of life’s most joyful and transformative experiences. If you’re expecting a child in 2025, congratulations! Along … [Read more...] about Welcoming a Baby in 2025? Here’s Why It’s Time to Update Your Estate Plan

Date: October 14, 2025 Category: Estate Planning, Inheritance, Legacy Planning, Provisions for Children, Wills

Photo of a Black family to illustrate honoring Juneteenth and 19 non-financial legacy gifts.

Honoring Juneteenth: 19 Non-Financial Legacy Gifts to Preserve Your Family’s Story

As we commemorate Juneteenth, we reflect on freedom, resilience, and the journey toward equality. June 19, 1865, marked a historic moment … [Read more...] about Honoring Juneteenth: 19 Non-Financial Legacy Gifts to Preserve Your Family’s Story

Date: June 19, 2025 Category: Estate Planning, General, Legacy Planning

Mouse on the papers

The Importance of Beneficiary Designations in Estate Planning

When it comes to estate planning, most people focus on creating a will or setting up a trust. And with good reason—these are crucial … [Read more...] about The Importance of Beneficiary Designations in Estate Planning

Date: October 24, 2024 Category: Estate Planning, General, Inheritance, Legacy Planning, Probate, Trusts, Wills

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