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How guardianships help North Carolina families
Guardianships can play an important role in the lives of North Carolina families. When a guardianship is set up, an individual or agency is appointed by the court to make…
What is estate administration and when is it necessary?
The process of settling the estate of a deceased loved one can be quite involved, and for family members who are not prepared for probate, it can be overwhelming. The…
Are Millennials finally estate planning?
As estate planning has risen in popularity over the past few years, perhaps, the largest uptick in estate planners has been Millennials, at least according to a study by Trust…
What you should know about spendthrift trusts
Do you want to make a trust for your child, but you want to keep him or her from squandering the inheritance? If so, a spendthrift trust might be the…
Don’t let DIY efforts ruin your estate plan
There are a lot of online self-help resources addressing everything from cooking to budgeting and knitting. A quick search will even turn up templates and guides for how to create…
Important points about charitable trusts in North Carolina
For North Carolina residents who have been fortunate enough to accrue wealth and have a successful life, there is often a desire to give back and help those who are…
Understanding the basics of trusts
Trusts are a valuable estate planning tool to include in an estate plan. For that reason, all estate planners should be familiar with the basics of trusts and how a…
What to look for if a will is challenged
A will is an important component of most estate plans. For that reason, estate planners will want to ensure that their will is a valid and to do that need…
How second marriages make estate planning tricky
Planning a second marriage should involve more than deciding where to hold the ceremony. You may want to look past the nuptials and into the future by creating a solid…
Effective ways to put charitable giving in your estate plan
People in the Charlotte area who are planning what will happen with their wealth after they die may want to include charitable giving in that plan. Many North Carolina residents…
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