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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
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.