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When Creating Estate Planning Documents Should I Include My Funeral Wishes?
As an estate planning attorney, I get this question often. Most people like the idea of being able to express their wishes whether it be for burial or cremation, choice
3 Common Misconceptions About Wills and Estate Planning
Though a will is essential to any estate plan, there are some things a will cannot do. It’s important to be aware of these situations and adequately discuss them with
Should You Be Concerned About Estate Taxes and Consult An Estate Attorney?
The answer to this question depends on the value of your estate at the time of your death. As of July 2022, the federal estate and gift tax exemption amount
Since I Have Children From A Previous Marriage, Should I Consider a Q-TIP Trust?
Perhaps it’s a matter of the memorable name, but as a trust attorney I get this question a fair amount. Q-TIP stands for “Qualified Terminable Interest Property.” It is a
Do You Need a Will?
The likely answer is “yes.” If you are single, don’t have children, have no financial assets, have no personal property of value, and don’t have a positive net worth, then
What Is A Living Will And Do I Need One?
This is a common question. Generally speaking, I actually advocate for clients to consider an Advanced Healthcare Directive which is a legal document combining both a Living Will and a
How Can A Professional Help Me With Estate Planning?
On the legal side of estate planning, it’s important to ensure that all of your documents are legally sound and meet all the requirements for your specific needs. In this
Top Reasons Our Clients Seek Help With Estate Administration, Also Known As Probate
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
What is a Living Trust and When Should I Establish One?
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
Special Needs Trusts: Essential for the Welfare of Most Special Needs Children
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
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