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 you want to leave your family heirlooms to. Each state has its own requirements for making a will and these...
Month: October 2021
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 and on social media. This is because estate planning is how we plan for the inevitable, death and taxes....
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 in Charlotte have taken the wise step of executing a will. But is a will their only estate planning tool?...