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Monthly Archives: July 2017
Tips for making beneficiary designations
Some North Carolina residents may have filled out beneficiary designations for their retirement account along with a lot of other new hire paperwork. They may not have carefully considered their…
The benefits of irrevocable trusts
People in North Carolina have many options to choose from when deciding how they want to protect the assets they intend to leave to heirs. However, an irrevocable trust has…
Choosing the right trustee
There are several factors North Carolina residents who are setting up a trust should consider when choosing a trustee. It is important to choose someone who agrees to be a…
3 ways a power of attorney agent may abuse authority
Many North Carolina residents have likely heard at some point about the benefits of having a power of attorney document. This document allows you to appoint an individual to attend…
Setting up a charitable trust
People in North Carolina can contribute to a charity as well as passing on assets to a beneficiary with a charitable split-interest trust. There are two types of charitable trusts.…
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