Estate Planning

Estate Planning Issues for Baby Boomers

In the past couple of weeks we have looked at estate planning issues for Millennials and members of Generation X, but this week we thought we would turn our attention to the aging baby boomer generation and the estate planning concerns they need to think about. Baby boomers are running headfirst into retirement, reaching the age of 65 at a rate of 10,000 individuals per day. With age …  read more

Free Report: Estate Planning for Seniors in North Carolina: Part 2

As a senior or elderly person in the state of North Carolina, it will always be in your best interests to create an estate plan as soon as possible. If you already have an estate plan, making sure that your plan is as up-to-date as it can be is something you need to do by regularly checking in with your lawyer and making changes as needed. Topics covered in this report include: …  read more

Free Report: North Carolina Inheritance Planning

Inheritance plans can also include a variety of other tools, such as revocable living trusts. They might also include testamentary trusts, transfer-on-death accounts, and even more complicated options. Your attorney will explain all these options to you and advise you on which would be most beneficial for you in your particular circumstances. Topics covered in this report include: …  read more

Basic Estate Planning Questions – What is Digital Estate Planning?

An increasingly important aspect of creating a personalized estate plan today involves issues surrounding digital estate planning. Today in our series on basic estate planning questions, we are going to take a closer look at common questions people have about digital estate planning. Though understanding digital issues is important when crafting a plan of your own, you should always ask …  read more

Your Estate Plans Change as You Age – Part 1

One of the essential truths you should realize about estate planning is that your estate plans change as you age. If you've been reading our blog for a while, you know that we recommend that everyone in the Greenville, North Carolina area create an estate plan as soon as they turn 18. As long as you are mentally capable, you can create an estate plan as soon as you become an adult. But …  read more

New Law Allows Executors Digital Estate Planning Asset Access

In what is perhaps a sign of things to come, lawmakers in Delaware recently passed a law that made the state the first to grant executors broad digital estate planning rights. The law gives those appointed to oversee the estates left behind by deceased people the right to access their digital assets. It also gives people named as guardians or conservators over incapacitated people the …  read more

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Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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