Monthly Archives: January 2019

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Tips for charitable giving as part of an estate plan

Some North Carolina residents who are creating an estate plan may want to include a charitable donation. This can be a way for people to support a cause that is…

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Estate planning advice for parents after remarrying

North Carolina residents who don’t pay attention to their estate plan after getting remarried could accidentally exclude their children from it. Ideally, an individual will have at least a will.…

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Acting as executor is a job, and you can get paid

No matter how much you love your family members, you typically cannot control how they handle their affairs. Immensely organized may describe some of them, while others may haphazardly store…

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Incentive trusts useful when leaving money to addicted family

Many families in North Carolina have experienced firsthand the devastating effects of the nationwide opioid crisis. When people are addicted to opioids, their main focus seemingly is to secure drugs…

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How trusts differ from wills

Those who live in North Carolina or any other state could benefit from creating either a will or a trust. While neither is better than the other, they provide different…

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Estate planning options for baby boomers

In 2019, the youngest members of the baby boom generation in Charlotte will turn 55, an age when many think more about planning for their future. This can include making…

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