Month: March 2018

Is your estate plan incomplete without a prenup?

You never expected it to happen, but you are on the cusp of your second marriage. This time, you feel like you have found the one, and you are ready to start this new chapter in your life. Entering a second marriage is not something you intend to do with blinders on....

Tax law may not harm charitable giving

The passage of the tax reform bill in December 2017 has left some North Carolina residents confused about what it might mean for their estate plans. People may be concerned about charitable giving and the estate tax exemption increase and be unsure of what the changes...

Using trusts for adult children

Many North Carolina residents may want to avoid the estate planning mistake of bequeathing their assets directly to their children. Adult children who lack financial maturity could end up squandering direct inheritances. Parents who want their assets to last for...

Do I need to change my will before my divorce?

You signed your will and created a revocable living trust. You established your advance directive plan, including your living will and power of attorney. Most likely, you named your spouse as the primary beneficiary and proxy on these documents as well as on any life...

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