Estate Planning for Blended Families
- posted: May 11, 2018
- Uncategorized
Issue 1: Simple wills inadequate to protect children from previous marriages:Joe (age 77) and Beth (age 75) are in a long-term second marriage. Joe has two children from a previous Read More
Dealing with Digital Assets in Your Estate Plan
- posted: May 11, 2018
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In the 21st century, we now have to plan not only for financial and personal assets, but also for digital assets. We often forget to plan for these accounts. In Read More
Estate Planning for People with Minor Children; Guardianship
- posted: May 10, 2018
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For most young parents, writing a will is less about leaving their assets than it is about naming guardians for the kids. The guardian you name in your will is Read More
Estate Planning for the Real Estate Investor
- posted: May 10, 2018
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As with most businesses, estate planning for those in the real estate investment business presents a unique set of challenges. Lender concerns, tax considerations, asset protection and family business dynamics Read More
The Staggering Costs of Dementia
- posted: May 10, 2018
- Uncategorized
Most of us know of someone who has been diagnosed with dementia. It is a costly and heart-breaking condition that is nearly doubling in numbers every 20 years. Dementia has Read More
10 Reasons to Create an Estate Plan Now!
- posted: May 10, 2018
- Uncategorized
Many people think that estate plans are for someone else, not them. But as the following list makes clear, estate planning is for everyone, regardless of age or net worth.1. Read More
Estate Planning 101: What Is a Will vs. a Trust Anyway?
- posted: May 10, 2018
- Uncategorized
Even if you are a person of modest means, you have an estate—so everyone needs an estate plan. The right plan depends on your individual circumstances. For some, a living Read More
Do I Still Need Estate Planning If I Have TOD's on All My Accounts?
- posted: Dec. 04, 2017
- Uncategorized
We often get this question from many clients who think or have been told by financial advisors that they do not have to have any estate planning if they have Read More
What Kind of Estate Planning Attorney Do You Really Want?
- posted: Jan. 16, 2017
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You’ve heard the saying, “Lawyers are a dime a dozen” and it is true! With so many lawyers out there, it is important to know what to look for in Read More
3 Reasons Why It’s Important to Have a Trust
- posted: Dec. 16, 2016
- Uncategorized
I was talking with a woman recently about estate planning. She wanted to know if she needed a will even if she had a trust in place. I then asked Read More
The Unknown Danger of Re-Titling Your Home the Wrong Way
- posted: Nov. 16, 2016
- Uncategorized
I recently met a woman, by the name of Alice, who had inherited a family farmhouse from her parents many years ago. Over the years, Alice invested her hard earned Read More
3 Common Mistakes When Marrying Later In Life
- posted: Oct. 17, 2016
- Uncategorized
For people in North Carolina, one of the surest ways to stir up conflict and create legal battles that go on long after you die, is to get married later Read More
Procrastinating Could Be Downright Excruciating for Your Family
- posted: Sep. 17, 2016
- Uncategorized
Have you heard the saying, “You are just buying time?” The funny thing is, there is no way to buy time, and there is no way to get it back Read More
5 Perfect Situations to Bring up Estate Planning with your Parents
- posted: Aug. 17, 2016
- Uncategorized
Even though we all know there is no way to avoid death, it is understandably an unpopular topic of conversation. As your parents age, it will make things easier on Read More
2 Reasons an Outdated Trust Will Leave Your Spouse Broke and Helpless
- posted: Jul. 17, 2016
- Uncategorized
I recently met a lady in Raleigh who said that she and her husband had separate trusts drafted about 15 years ago. She wondered if they needed to be updated. Read More
Scary Facts about Nursing Home Poverty
- posted: Jun. 17, 2016
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I met a couple recently, Rose and John, who had been married for over 50 years. Rose informed me that they were recently divorced. I am sure by the look Read More