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What positive traits should you look for in your executor?
Thinking about the end of your life and how your beneficiaries will deal with your loss may feel overwhelming or depressing at first. However, taking steps to plan for this…
3 reasons you might want a trust instead of a will
Some people think creating an estate plan is all about writing a will, but that is only partly true. You can now choose from several estate planning tools that help…
Can I make a will if I am under guardianship?
Each person has needs based on their life situation, physical health and mental wellness. Sometimes, the court could deem an individual incapacitated, necessitating legal guardianship. Individuals under guardianship underwent standard…
5 essential documents for your estate plan
Establishing an estate plan is an essential task that protects your assets and carries out your wishes after your passing. Although this is important, many individuals overlook it because…
What is my estate’s value for federal taxation?
Federal estate taxes are for those with very high-valued estates. Anyone who has significant assets should plan ahead to pay these taxes. The IRS handles the collection and sets the…
What is intestacy?
When you die, you need to have some way to allow those left behind to take legal possession of your assets. Most people will create a will or estate plan…
How your personality might affect your estate planning
A carefully crafted and effective estate plan should reflect the testator’s goals and their family’s needs. Thus, no two estate plans in Charlotte are exactly alike. Still, given how official…
Understanding the dangers of undue influence
As people age, it is normal for them to begin to take their estate plans more seriously. Many people involve their families in their estate planning process. Involving the family…
What should you consider before agreeing to be an executor?
Agreeing to be the executor of an estate is a big commitment and one that requires forethought. Overseeing the closure of someone’s estate is not something you should take lightly.…
How to appoint a guardian in your estate plan
You are not alone if you have children but no estate plan. Many people wrongfully believe that only wealthy people require an estate plan, but in reality, estate plans are…
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