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Monthly Archives: November 2017
Why everybody should think about estate planning
North Carolina residents or anyone else with assets should consider creating an estate plan. Doing so may provide a level of control over who gets cash inside of a 401k…
Using transfer on death to bypass probate
North Carolina residents might wonder how they can arrange their estates to avoid probate. One man named his daughter as a beneficiary on investments and left her his car and…
Divorce and estate planning
People in North Carolina who are getting a divorce may want to consider changing their estate plan as well. If a person dies before the divorce is final or shortly…
Set the stage for continued business success and a lasting legacy
Successful business owners like you understand the importance of good leadership. After all, your North Carolina business did not grow into the productive, prosperous company it is today by osmosis.…
When an irrevocable trust needs to be decanted
Traditionally, the only way to change an irrevocable trust is with the permission of beneficiaries and costly, time-consuming legal action. The idea behind an irrevocable trust is that the assets…
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