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Monthly Archives: April 2019
What to do about passwords in an estate plan
Some North Carolina residents who are creating an estate plan might not have considered what they need to do to ensure their executor or family members have access to any…
Can your family benefit from drafting a special needs trust?
Every family is different, which means every family will have different estate planning goals. If you have a disabled or special needs individual in your family, it is beneficial to…
Estate planning tips for collectors
Individuals who like to collect valuables may have to work a little harder to ensure that their estate plan accounts for those items. This is because payment and other records…
A DAPT could be a powerful estate planning tool
An estate planning tool called domestic asset protection trusts (DAPTs) may make it possible to minimize income and estate taxes. The DAPT is a self-settled irrevocable trust, which means that…
How trusts can help most people
There are many different types of trusts that North Carolina residents can have as part of their estate plan. The most common one is a grantor trust, and it makes…
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