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 up a will. At Orsbon & Fenninger, LLP, we often provide...
Month: September 2019
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 federal government may have enacted new laws that can have an unexpected negative impact on your existing plan....