On behalf of Orsbon & Fenninger, LLP | Jun 29, 2020 | Estate Planning
An advance healthcare directive, sometimes called a “living will,” protects your right to choose what medical treatments you do and do not want when you reach the end of your life. You have a legal right to refuse any type of treatment, but an advance directive may be...
On behalf of Orsbon & Fenninger, LLP | Jun 26, 2020 | Estate Planning
The end of a marriage can change your life in ways you don’t expect. Divorce can be a stressful and exhausting process, but it doesn’t always end right after the separation is complete. After a divorce, there’s still an important step you should take to secure your...
On behalf of Orsbon & Fenninger, LLP | Jun 21, 2020 | Estate Planning
At the start of 2020, the Secure Act took effect and left many people wondering about retirement plans and estate plans. In a scramble to help clients update plans and offer new protections, many financial advisors began to advise the use of a charitable beneficiary...
On behalf of Orsbon & Fenninger, LLP | Jun 8, 2020 | Estate Planning
Some people feel satisfied making regular donations to a cause. However, you may want to set up an operation that raises money for your cause and endures beyond your lifetime. Such goals are why some people create a private foundation. Like other forms of charitable...
On behalf of Orsbon & Fenninger, LLP | May 19, 2020 | Estate Planning
Starting and growing a small business usually requires a tremendous amount of time, money and effort. Still, most small business owners do not have a succession plan. It takes time to create a meaningful plan. If you have been putting off writing one for your...
On behalf of Orsbon & Fenninger, LLP | May 12, 2020 | Estate Planning
Creating a special needs trust is necessary if you have a child or dependent with special needs. However, persons with special needs often benefit from supplemental Security income (SSI) government benefits. It is important to understand how these two entities...
On behalf of Orsbon & Fenninger, LLP | Apr 17, 2020 | Estate Planning
There are many examples of trusts when you get into estate planning. It is why you might want a second opinion since there is such a range to consider. You may think of trusts as something you chip into over your lifetime, but when it comes to the testamentary trust,...
On behalf of Orsbon & Fenninger, LLP | Mar 25, 2020 | Estate Planning
Planning for the future of your loved ones by preparing a will can help secure their futures, but perhaps you are unsure about where to begin. This issue is likely more common than you believe; in fact, the American Association of Retired Persons notes that nearly 60...
On behalf of Orsbon & Fenninger, LLP | Mar 23, 2020 | Estate Planning
You decide the time has come to put your affairs in order. Estate planning may be a long and drawn-out affair. If you have people around whom you trust, the process may be a little easier. When deciding on who to take responsibility of the Power of Attorney, you may...
On behalf of Orsbon & Fenninger, LLP | Mar 9, 2020 | Estate Planning
When North Carolina residents begin to craft a will or estate plan, there are many things to do. But one of the first things is finding an executor for your estate. This person will have many important responsibilities. Because of this, you should select yours with...
