Monthly Archives: October 2016

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Estate planning across multiple states

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Last Modified on Sep 27, 2024

North Carolina residents who are creating an estate plan and who have homes in more than one state need to decide which one is their legal residence and whether they…

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Estate planning across a lifetime

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Last Modified on Sep 27, 2024

North Carolina residents with many investments may have some specific needs when it comes to estate planning. They might want to view estate planning as a lifelong process rather than…

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Placing homes in trusts

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Last Modified on Sep 27, 2024

North Carolina residents may want to consider placing their homes in living trusts. These estate planning tools may help their grantors to pass their homes to their beneficiaries much more…

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Passing a family business to the next generation

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Last Modified on Apr 05, 2024

A business can do more than support a family during the lifetime of the founder. It can be a legacy that continues to provide income and employment to children and…

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Grandparents can pay for tuition using an education trust

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Last Modified on Sep 27, 2024

The cost of higher education is a significant expense for most North Carolina families. Grandparents that want to ensure that their grandchildren can afford to pay for college may want…

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