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How to learn from Stan Lee’s messy estate planning

On behalf of Orsbon & Fenninger, LLP | Nov 29, 2018 | trusts

Residents of Charlotte, North Carolina, and the rest of the U.S. should consider Stan Lee’s story as an example of what not to do when planning an estate. Stan Lee spent the last years of his life dealing with multiple business managers and attorneys, but he...

Pros and cons of joint ownership

On behalf of Orsbon & Fenninger, LLP | Nov 27, 2018 | trusts

Many North Carolina residents want to save time and make life easier for their heirs while also ensuring that their own bills will be paid off in the future. A key goal in estate planning is often to avoid probate and allow property to pass on without having to go to...

Estate challenges more likely between kids and stepmothers

On behalf of Orsbon & Fenninger, LLP | Nov 19, 2018 | Uncategorized

Whether your first spouse passed away or your marriage ended in divorce, your children may have had strong opinions about your decision to remarry. A second marriage requires careful planning, especially if you already have substantial assets or are blending children...

Dealing with a recalcitrant trustee

On behalf of Orsbon & Fenninger, LLP | Nov 16, 2018 | trusts

Trusts are often an attractive method for North Carolina estate owners to pass on wealth outside the probate system. However, it is important that people select the right trustees when setting up a trust. Otherwise, the consequences could be significant for the...

How silent trusts can help people plan for the future

On behalf of Orsbon & Fenninger, LLP | Nov 6, 2018 | trusts

Many people in North Carolina want to pass on their assets to their children, and they may see the advantages of planning early on for wealth transfer. By creating trusts earlier in life, people can not only put their estate plans in place but also reap significant...

Educational trust considerations for multiple heirs

On behalf of Orsbon & Fenninger, LLP | Nov 2, 2018 | trusts

A parent or grandparent in North Carolina who wishes to fund the education of heirs through an estate plan will need to consider issues like equal treatment and differences in educational costs. Paying for the schooling of multiple heirs could be accomplished by...

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Recent Posts

  • How can you include charitable giving into your estate plan?
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  • Preserving your wealth for future generations
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OFFICE LOCATION

Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
CHARLOTTE LAW OFFICE MAP

OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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