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Yearly Archives: 2021
Using a special needs trust to provide for a disabled child
One of the central purposes of preparing an estate plan is to provide the needs of all of the children of the maker of the will. If one of those…
What is a no contest clause in a will?
One thing many people fear when they execute a last will and testament is that there will be a fight over the inheritance once they’ve departed. The last thing they…
An overview of guardianship in North Carolina
A guardianship is a legal relationship where a guardian is the substitute decision maker for an incompetent adult. In North Carolina, the court may find a person incompetent where he…
When should you update your will?
Your will is a foundational part of your estate plan. This document lets you determine how you want to distribute your property upon your death. According to the American Bar…
Have life events affected your estate plan?
A lot of people feel a sense of relief when they create their estate plan, and for good reason. Creating a detailed estate plan means that you have legal vehicles…
What are the requirements for making a will?
Creating a will is one of the first steps you will take as you begin the estate planning process. However, creating a will is more than just writing down who…
Estate planning can help keep the family money
We get it, estate planning seems daunting. But, in the midst of the craziness of the last year or two, it has become quite the popular topic in the news…
Why should I establish a trust if I already have a will?
It is commonly known that having a will is important if you have a preference regarding who you want to inherit your property and assets when you die. Many people…
How to incorporate charitable giving into an estate plan
For estate planners who want to include charitable giving as part of their estate plan, they should be familiar with the process and how estate planning tools can help them…
3 factors to consider when choosing a trustee
If you have a substantial estate, want to provide for a relative who has a disability or seek to avoid some tax liability, setting up a trust may be an…
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