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Navigating the Probate Process in North Carolina
For residents of Davidson, Cornelius, Huntersville, Mooresville, North Charlotte, and the greater Lake Norman area, understanding the probate process is essential to effective estate planning. At Forbes Law Firm, we
The Essential Role of Prenuptial Agreements in Estate Planning
When planning a future together, the thought of a prenuptial agreement (or “prenup”) may not immediately come to mind. Yet, for those engaged in estate planning, this document can be
When Should You Consider a Corporate Trustee for Your Estate Plan?
Choosing a trustee is one of the most important decisions you’ll make when establishing a trust. The trustee is responsible for managing trust assets, handling distributions, and ensuring your wishes
Incorporating Charitable Gifts into Your Estate Plan: A Lasting Legacy of Giving
Estate planning is about more than just distributing your assets to loved ones—it’s an opportunity to reflect your values and make a lasting impact. For many, charitable giving is a
How Often and Why You Should Review Your Estate Plan
When it comes to estate planning, simply having a will or trust in place isn’t enough; maintaining an up-to-date plan is essential. Life changes and evolves, and so should your
Dynasty Trusts: Securing Wealth for Future Generations
When it comes to building a legacy, few estate planning tools offer the same long-term impact as a dynasty trust. This powerful trust allows individuals to protect and grow their
Are Wills and Trusts the Same Thing? Understanding Key Differences in Estate Planning
When planning for the future, you often hear about two important legal tools: wills and trusts. While both help distribute assets after your death, they serve different purposes and function in unique ways.
Uncomfortable Omitting Children from Your Will? Here’s What to Consider
Estate planning can be emotionally challenging, especially when it involves difficult decisions about who to include—or omit—from your will. One of the most sensitive decisions individuals face is whether to
Estate Planning After Divorce: Essential Steps for Your Future
Divorce is a major life transition that not only affects your emotional and financial well-being but also calls for serious adjustments in your estate plan. Once a marriage ends, it’s
Are Probate Records Public? Understanding Access to Estate Information
When someone passes away, their assets and estate often go through a legal process known as probate. Probate ensures that debts are paid, and remaining assets are distributed to beneficiaries
Simplifying Estate Planning with Transfer on Death Forms
When planning for the future, it’s essential to consider how your assets will be distributed after your passing. While wills and trusts are common tools in estate planning, Transfer on
Understanding Elder Law: The Importance of Estate Planning, Trusts, and Wills
Elder law encompasses a broad range of legal issues that affect seniors and their families. One of the most critical aspects of elder law is estate planning, which includes creating