Cheryl David

Probate Terms in North Carolina – Part 2

Last week we looked at several common probate terms in North Carolina. Because probate is a relatively obscure area of the law that most people don't encounter until after the death of a close family member or loved one, we think it's important to expand on last week's list by explaining some additional common probate terms of North Carolina you might come across. Of course, these …  read more

Basic Estate Planning Questions – What is the Difference Between a Will and a Living Will?

The process of creating a comprehensive estate plan in the Greensboro, North Carolina area will most likely require you to create both a will and a living will. But why is this? Why do you need both of these documents? What does one document do that the other cannot? If you have been reading our blog for some time, you might already have an idea about why using both a will and a …  read more

Basic Estate Planning Questions – Should I Make a Video Will?

Some people who create an estate plan in the Greensboro, North Carolina area want to know whether or not they should create a video will as a part of that plan. In this week's discussion on basic estate planning questions, we are going to look at some common questions surrounding video wills and their role in estate planning. As with any discussion on a specific estate planning topic, …  read more

Basic Estate Planning Questions – What is a Will Contest?

In this week's discussion of basic estate planning questions in North Carolina, we are going to look at the will contest. Also known as challenging a will, a will contest is something that might sound like it's more common than it is, probably because it is more often portrayed in films and fiction then it occurs in real life. A will contest can arise only in specific situations when …  read more

ATTENTION: LAW CHANGE – NEW NORTH CAROLINA POWER OF ATTORNEY DOCUMENT

In my opinion, the Power of Attorney is one of the most important documents you should have. This document allows someone named as your agent to act for you during incapacity. Since none of us know when incapacity will strike, it’s important to have this document well in advance of needing it. Once you need it, it’s often too late for us to get it done. If someone is incompetent we can’t …  read more

Special Need Solutions for Special Needs Children

Estate plans are an essential part of planning for the future, and when you have an heir with a mental disability or other impairment that limits their ability to take care of themselves, it is even more important. The U.S. Census Bureau reports that 10 percent of American families have a special needs child with a physical, emotional, or mental disability, and 60 percent of parents …  read more

Estate Planning: Essential for the Under-40’s

The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might say: “but I’m still paying off student and credit card loans!” Have no fear, your net worth is not the deciding factor in getting your estate organized. One thing to ask yourself is how prepared would your loved ones and family be if …  read more

Trusts for Minors: Taking Care of Your Family

Trusts for minors are usually set up by parents or relatives who want to leave property to a young person. Thus, naming a trusted adult to care for the property until the child is old enough to be financially responsible. You can specify any age for your child to receive the proceeds, but generally the designated ages are 18, 21, or 25. A minor's trust is often created through a …  read more

How to Avoid the Big Estate Planning Errors

Here are big mistakes you want to avoid when you set aside wealth for future heirs: Procrastinating —Always arrange your estate plan as early as possible, and keep it updated. State law may intervene and create a plan of its own if you don’t complete yours in time. Having a do-it-yourself mentality — Although taking charge of your own plan can seem like a good idea — after all, …  read more

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