Monthly Archives: October 2018

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How a professional can assist with estate administration

Taking on the job of estate administration is not something to do lightly. While it may seem like an honor if someone names you executor or if the court appoints…

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How to avoid these common estate-planning errors

There are several common estate planning errors that North Carolinians should be careful to avoid. One frequent mistake is failing to fill out beneficiary designation forms for the assets that…

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Giving to charity through estate planning

People in Charlotte who are thinking about making a plan for their estates may be considering how they can integrate their commitment to charitable giving. Many people set goals for…

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Using estate plans

North Carolina residents may point to the management of taxes as the main motive for creating an estate plan. However, there are multiple other reasons why they should consider estate…

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Trusts are customizable, fall into two main categories

Trusts are among the most useful tools available for estate planning in North Carolina. They take many forms and can be designed to fit a particular person’s situation. The specific…

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