Orsbon & Fenninger, LLP - Estate Planning

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Charlotte Estate Planning Lawyers

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What are some essential documents for an executor?

On behalf of Orsbon & Fenninger, LLP | Mar 31, 2021 | Estate Planning

An older relative may have asked you to serve as the executor for your relative’s estate. Now that your relative has died, the time has come to assume the duties of executor, which include overseeing the estate and dispersing its assets to heirs. To minimize the...

What are your options for trusts?

On behalf of Orsbon & Fenninger, LLP | Mar 11, 2021 | trusts

You feel ready to tend to your estate plan, and you learn about wills and trusts. Do you understand the different trust options? CNN Money describes multiple legal entity types. Determine which suits your needs most favorably. Revocable/Irrevocable With a revocable...

Should you rely on a “sweetheart will”?

On behalf of Orsbon & Fenninger, LLP | Mar 2, 2021 | Estate Planning

A so-called sweetheart will describe an estate plan in which the first spouse to die leaves everything to his or her surviving spouse. When the second spouse dies, the couple's children divide the remaining assets.  Review these considerations if you and your spouse...

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Recent Posts

  • What are some essential documents for an executor?
  • What are your options for trusts?
  • Should you rely on a “sweetheart will”?
  • Effective  ways to include charitable giving in an estate plan
  • Optimize your tax returns and avoid the gift tax
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Orsbon & Fenninger, LLP

4201 Congress St.

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Charlotte, NC 28209
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OFFICE LOCATION

Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
CHARLOTTE LAW OFFICE MAP

OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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