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Yearly Archives: 2019
How elective share may affect your estate plan
The first part of any new year is a good time to revisit your existing estate plan. If you do not already have one in place, drafting a comprehensive will…
Philanthropic strategies under new tax law
Many people in North Carolina find contributing to charitable organizations a way to help others and promote causes that they believe in. These organizations may be big or small, as…
What will happen to my pet when I am not around?
A common fear among many pet owners is what may happen to their pets upon their death. To many people, pets are like family. Since they cannot inherit property or…
Estate planning and a loved one’s mental illness
When a family member has a mental illness, this can create many obstacles for them as well as all of their loved ones. People may have a lot of concerns…
New tax law changes charitable strategies
Many people in North Carolina make donations to charities at different times in the year. Some of these donations may be modest while others may be more substantial. In the…
Appointing multiple trustees to your special needs trust
When you plan a special needs trust, assuming you are not going to act as a trustee, choosing a trustee will be a crucial choice. However, your choice may not…
Can you include special needs children into your estate plan?
When residents of North Carolina begin to form their estate plan, there are a lot of considerations. If you have a child with special needs, you may need to make…
How can you include charitable giving into your estate plan?
How important is philanthropy to you? If you support causes now, then you may want to continue to support said causes, even after you pass away. Think about the charities…
Preserving your wealth for future generations
Transferring wealth from your North Carolina estate to beneficiaries is far from simple, especially if you wish for it to continue through several generations. Legacy planning goes beyond simply drawing…
What to include in a comprehensive estate plan
It is a good idea to review your estate plan on a regular basis, not just after a major life change. Even if your circumstances have not changed, state and…
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