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As an estate administration law firm serving the Lake Norman area, we hear from a lot of people struggling with the probate process.  Probate can be quite overwhelming, even for

A Living Trust is a legal document where you transfer title of your assets into a Trust.  The Living Trust is controlled by you.  After your death the assets in trust remain

If you have a child or grandchild with special needs, it is extremely important to plan carefully for their future.  For most families with a special needs child, having a

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

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

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

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 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. 

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

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.

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