When you sit down to design your estate plan, it’s completely natural to think about your children and want to treat them with absolute … [Read more...] about Why Naming Co-Trustees or Co-Executors Might Be A Huge Estate Planning Mistake
Legacy and Protection: Special Estate Planning Considerations for LGBTQIA+ Individuals and Couples
Estate planning is an act of empowerment. It ensures that your assets are distributed according to your wishes, your medical preferences are … [Read more...] about Legacy and Protection: Special Estate Planning Considerations for LGBTQIA+ Individuals and Couples
Understanding a Lady Bird Deed in North Carolina: What it Does and Doesn’t Do
While a Lady Bird Deed can sound like the perfect "shortcut," it is rarely a complete substitute for a comprehensive estate plan. Let’s dive … [Read more...] about Understanding a Lady Bird Deed in North Carolina: What it Does and Doesn’t Do
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
How to Protect Your Family’s Inheritance from Creditors and Divorce
When people think about estate planning, they often focus solely on who receives their assets. However, how beneficiaries receive those … [Read more...] about How to Protect Your Family’s Inheritance from Creditors and Divorce
Why Your Financial Planner Shouldn’t Create Your Estate Planning Documents
Estate planning and financial planning work together, but they are not the same discipline. Your financial planner plays a vital role in … [Read more...] about Why Your Financial Planner Shouldn’t Create Your Estate Planning Documents
Estate Planning Attorney vs Online Service: Don’t Let Your Plan Fall Short
If you're deciding between working with an estate planning attorney vs an online service, the differences go far beyond price. The real … [Read more...] about Estate Planning Attorney vs Online Service: Don’t Let Your Plan Fall Short
Top 5 Qualities to Look for When Choosing a Successor Trustee
When setting up a trust, one of the most important decisions you’ll make is choosing a successor trustee. This person will manage your trust … [Read more...] about Top 5 Qualities to Look for When Choosing a Successor Trustee
Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
When a loved one becomes unable to manage their personal or financial affairs due to age, illness, or disability, families often find … [Read more...] about Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
