Digital assets—like cryptocurrency, online banking accounts, and social media profiles—are a growing part of our daily lives. Yet, these … [Read more...] about How to Protect Digital Assets in 2025
Eight Important Steps in Navigating Divorce and Estate Planning
Divorce brings emotional, financial, legal and practical challenges. One area that requires immediate attention during this time is your … [Read more...] about Eight Important Steps in Navigating Divorce and Estate Planning
Why Guardianship Provisions Are a Holiday Must-Have for Parents
The holiday season is a time for togetherness, joy, and spending time with family. The holidays also often come with travel. If you're … [Read more...] about Why Guardianship Provisions Are a Holiday Must-Have for Parents
Benefits of Including a Living Will in Your North Carolina Estate Plan
Estate planning is about more than distributing assets after your passing. A comprehensive plan also protects you during your lifetime. One … [Read more...] about Benefits of Including a Living Will in Your North Carolina Estate Plan
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
How to Choose the Executor When Creating Your Last Will and Testament
When working with clients on their Last Will and Testament, we emphasize how critical it is to carefully select the person who will serve as … [Read more...] about How to Choose the Executor When Creating Your Last Will and Testament
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
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
Getting it right when Disinheriting an Heir
Occasionally I work with an estate planning client who wants to disinherit an heir. They've heard there is a trick to doing this correctly … [Read more...] about Getting it right when Disinheriting an Heir
