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
Estate Planning
Free Report: North Carolina Letters of Instruction: Part2
The effectiveness of any estate planning tool, including letters of instruction, depends entirely on your ability to make sure it matches you needs, desires, and circumstances. Topics covered in this report include: Financial Details Contact Names and Information Online Data Crafting an Effective Letter … 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
Estate Planning for Seniors in North Carolina
Estate Planning for Seniors in North Carolina - from Cheryl David Elder law attorney will help you plan for the kind of care you might one day require. Learn more about Estate Planning for Seniors in North Carolina in this presentation. … read more
Estate Planning for Seniors in North Carolina – Part 1
Estate Planning for Seniors in North Carolina - Part 1 from Cheryl David You don't have to be wealthy to have an estate, in fact, everyone who dies leaves behind property, debts, or other legal issues that will need to be addressed. Learn more about estate planning for seniors in North Carolina in this presentation. … 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
Free Report: Estate Planning for Seniors in North Carolina – Basic Issues
Everyone will have an estate, and only by developing an estate plan can you take control over what happens to yours. Topics covered in this whitepaper include: Understanding Your Estate Understanding Estate Plans Creating Estate Planning Tools You Should Talk to a Lawyer for Advice … 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