When most people think about estate planning they focus on creating a Last Will and Testament. While your Will can accomplish much in your estate plan, it may not be the best tool for accomplishing all of your estate planning goals and objectives. One of the most common additions to a well thought out estate plan is a trust. One reason trusts are so popular is the flexibility a trust … read more
Articles & Publications
Am I Too Young to Start Retirement Planning?
Everyone knows that retirement planning is important; however, people are often unsure exactly when they need to start planning for their retirement. If you are still relatively young, and just starting out in your career, retirement planning is probably the last thing on your mind. In fact, you likely think you are too young to even start thinking about your retirement. The truth, … read more
North Carolina Woman Guilty of Elder Abuse after Spending Victim’s Life Savings
Elder abuse and neglect is a growing problem in the United States. If you have an elderly loved one who could be vulnerable to abuse or neglect, a recent news story illustrates how easily your loved one could become an elder abuse victim. In a shockingly short period of time, a North Carolina woman drained an elderly man of his life savings. The Story According to news reports, … read more
Will I Have to Pay a North Carolina Inheritance Tax?
If you recently lost a family member or close loved one you are undoubtedly dealing with a number of strong emotions, including grief. Thinking about the legal and practical ramifications of your loved one’s death may be difficult under the circumstances; however, if you are a beneficiary or heir of the estate you will need to set aside your emotions long enough to focus on how your … read more
