Monthly Archives: November 2018

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How to learn from Stan Lee’s messy estate planning

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…

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Pros and cons of joint ownership

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…

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Estate challenges more likely between kids and stepmothers

Whether your first spouse passed away or your marriage ended in divorce, your children may have had h2 opinions about your decision to remarry. A second marriage requires careful planning,…

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Dealing with a recalcitrant trustee

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…

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How silent trusts can help people plan for the future

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…

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Educational trust considerations for multiple heirs

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…

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