Inheritance Plans

Free Report: North Carolina Estate and Inheritance Plans – Part 2

The last will and testament is probably the single most important piece of any good inheritance and estate plan. Even though many people choose to create tools that make a will less important as an inheritance planning device, it is still vital to have a will in your estate plan regardless of what other tools you choose to create. Through properly drafted last will and testament you can …  read more

North Carolina Estate and Inheritance Plans: Minimization Strategies And Individual Options

North Carolina Estate and Inheritance Plans: Minimization Strategies And Individual Options from Cheryl David A good estate tax plan is one that is designed to fit your current needs, but also one that is flexible enough to adapt should the laws, your wishes, or your financial circumstances change Regardless of your age or needs, talking to your estate planning attorney about …  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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