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Alternatives to the now defunct stretch IRA
The Secure Act, though valuable in many ways, essentially abolished the Stretch IRA estate planning strategy. I get asked about this a decent amount. Here is a good article on
Digital Property and Your Estate Plan
Have you ever thought about your digital property and its role in your estate plan? Usually, your online accounts will depend upon the law in your state, what type of
Yes, college students and unmarried young adults do need an estate plan!
At the very least I recommend that all college students and unmarried young adults have powers of attorney in place. These are very simple documents, yet they afford a tremendous
Be cautious using “Do it Yourself” (DIY) wills and other estate planning services
As an attorney who not only drafts estate planning documents such as wills, trusts, guardianships, powers of attorney and healthcare directives—I also assist clients who need help administering a loved
If I live in North Carolina but did my estate plan in another state do I need to redo it?
If you had all of your estate planning work done in another state, it is important for you to have those documents reviewed by a North Carolina Estate Planning Attorney.
Do you know what could happen if you don’t have an estate plan in place?
The article below explains some of the issues your loved ones may face if you were to pass away before setting one up. https://www.thebalance.com/what-happens-if-you-dont-have-an-estate-plan-3505136
Importance of Doing Estate Planning Now
Have you thought about your estate? Creating plans for your estate can seem like no big deal right now, however the sooner you put a plan in motion, the better.
5 Steps to Getting an Estate Plan Started
So, you’re ready to start the process of creating an estate plan, but aren’t sure where to begin? We suggest taking a look at the 5 steps in the following
Choosing the right estate planning attorney
Choosing the right estate attorney can make a huge difference in your experience and overall estate plan. The key to making the right choice is knowing what qualities to look
Do you need an estate plan?
Do you need an estate plan? Before we answer that, it is important you understand the basics. Check out this article below to discover what exactly an estate plan is