Category Archives: Estate Planning

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Initial tasks for executors of a loved ones will

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Last Modified on Apr 05, 2024

As an executor of a North Carolina will, you have a lot of work ahead of you. Chances are at least a portion of the estate must go through probate.…

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What are some options to give to charity?

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Last Modified on Apr 08, 2024

If you are eager to donate part of your wealth to a cause you are passionate about, there are a number of ways you can give to a charitable organization.…

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Will Medicare cover my assisted living costs?

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Last Modified on Feb 08, 2025

There are many moving parts to consider when planning your estate, but it is also important to make necessary provisions for yourself while you may still be alive. Americans are…

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Detailing intestate succession

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Last Modified on Sep 27, 2024

After the initial shock and/or sadness surrounding the death of your spouse begins to abate, you may begin to question how they wished to have their assets distributed. Typically those…

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How elective share may affect your estate plan

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Last Modified on Sep 27, 2024

The first part of any new year is a good time to revisit your existing estate plan. If you do not already have one in place, drafting a comprehensive will…

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Estate planning and a loved one’s mental illness

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Last Modified on Sep 27, 2024

When a family member has a mental illness, this can create many obstacles for them as well as all of their loved ones. People may have a lot of concerns…

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Appointing multiple trustees to your special needs trust

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Last Modified on Apr 10, 2024

When you plan a special needs trust, assuming you are not going to act as a trustee, choosing a trustee will be a crucial choice. However, your choice may not…

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Can you include special needs children into your estate plan?

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Last Modified on Apr 08, 2024

When residents of North Carolina begin to form their estate plan, there are a lot of considerations. If you have a child with special needs, you may need to make…

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How can you include charitable giving into your estate plan?

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Last Modified on Apr 10, 2024

How important is philanthropy to you? If you support causes now, then you may want to continue to support said causes, even after you pass away. Think about the charities…

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Preserving your wealth for future generations

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Last Modified on Sep 27, 2024

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…

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