Estate planning Archives

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 of a loved one or numerous other factors. No matter the reason, creating this type of plan could help you get your affairs in order well before your passing.

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. You put your whole heart and soul (and a lot of time and effort) into bringing your long ago dream to fruition. Now, the time has come to think about the future, namely who will take over the reins of your business when you are no longer here to man the helm.

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 getting married for a second or subsequent time, you would be smart to make plans beyond where you want to honeymoon and what flavor of cake you should have; you should also make appropriate financial plans.

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