Category Archives: Estate Planning

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How can you include charitable giving into your estate plan?

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

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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What to include in a comprehensive estate plan

It is a good idea to review your estate plan on a regular basis, not just after a major life change. Even if your circumstances have not changed, state and…

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How can I give to charity after my death?

If charitable giving is an important part of your life in North Carolina, then you may like knowing that when you die, you can make a plan to continue giving.…

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Is DIY estate planning worth the risks?

Recently, you may have begun thinking more seriously about creating an estate plan. This desire may have stemmed from the recent birth of a child, a milestone birthday, the death…

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Set the stage for continued business success and a lasting legacy

Successful business owners like you understand the importance of good leadership. After all, your North Carolina business did not grow into the productive, prosperous company it is today by osmosis.…

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Does a new marriage mean you need a new estate plan?

Remarriage can be an exciting time for a North Carolina family, but like other significant life events, it can also signal significant financial changes. In the event that you are…

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