Monthly Archives: February 2019

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How making an estate plan can benefit people

Some Charlotte residents may not immediately recognize why they need an estate plan. While marriage and children prompt many to consider the future of their assets and how to distribute…

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Are you hesitating to sign a power of attorney?

If your estate plan does not include a power of attorney designation, that may be because you have some confusion about what the document is or about what it may…

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The importance of an estate plan

People in North Carolina should strongly consider developing an estate plan, even if they do not have any children or close relatives. An estate plan can be very useful in…

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Balance secrecy with trust beneficiaries’ right to know

Trusts provide vehicles for people in North Carolina to pass on assets to heirs. Benefactors sometimes want to keep these trusts secret, at least for a time, so that younger…

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The tools that can help organize an estate

Everyone currently living in North Carolina and everywhere else in America will die one day. Therefore, it is worth taking time now to plan for what happens to everything left…

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