Monthly Archives: January 2018

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About trusts

A trust is used to transfer certain assets to a trustee, who will manage or hold the assets for the intended heir. North Carolina residents can use a trust if…

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Planning your estate to include a new spouse and stepchildren

Estate planning is important, but not many people realize the value of making these plans until it is too late. This often leaves loved ones with the frustration and confusion…

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Reason to update an estate plan

Some Charlotte residents might want to revise their estate plan given the changes to estate plan exemptions that were part of the tax bill passed in December 2017. The 2017…

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Choosing trustees

People in North Carolina should give careful consideration when selecting a trustee option. In many cases, it may be necessary to look outside of one’s own family to choose the…

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How to make the role of executor easier to handle

If a North Carolina resident is named the executor of an estate, that person is responsible for overseeing and protecting an estate’s assets throughout the probate process. While the job…

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Estate planning for everyone

Estate planning is something every North Carolina resident should do regardless of how much money they have or how old they are. If individuals have no legal provisions in place…

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