Executor's Responsibilities in North Carolina
Many individuals are surprised when they find out they have been appointed as an Executor in someone's Will. Where do you start? What are you supposed to do? This article touches only the surface of...
View ArticleEven Young Professionals Need an Estate Plan
Regardless of what stage in life you are in, you have specific planning issues to deal with. We all like to think we are indestructible when we are young, but the reality is that something can happen...
View Article10 Considerations When Choosing a Guardian for Your Child
It is not easy to think about not being around to raise our own children. And, it is even more difficult to decided who we can trust enough to essentially replace us a parent. After reading the list...
View ArticleHow Filing Bankruptcy May Jeopardize the Inheritance Left to You By a Loved One
The number of bankruptcies being filed in this economy is astonishing. If you have been the beneficiary of anyone's estate, before filing for bankruptcy, you should be aware that your inheritance may...
View ArticlePrivacy Advantages of a Living Trust
Maintaining privacy may be important to some and not as important or not important at all to others. For those that want to maintain their privacy regarding their assets after their death, may want to...
View ArticleAdvantages and Disadvantages of a Living Trust
The advantages of a Living Trust for one client may be the disadvantages to another client. The first step is to understand how a Living Trust (if structured and funded properly) functions. The...
View ArticlePlanning for Incapacity
Anything can happen to anyone one of us in the blink of an eye; this we cannot control. What we can control is having a written plan in place appointing someone to make medical and financial decisions...
View ArticleIt's Snowbird Season...Don't Let Your Estate Plan Leave You Out in the Cold!
If you reside in more than one state during the year, it is important that you speak to an experienced Estate Planning attorney in both states to determine if your Estate Plan will adequately protect...
View ArticleMinimizing Probate Fees in North Carolina by Using Transfer on Death (TOD's)...
Minimizing probate costs or avoiding probate all together is a very real concern for people who want to make certain assets such as stocks, bonds, brokerage and bank accounts automatically pass to...
View ArticleWhat is a Special Needs Trust?
When it comes to Estate Planning there are many things to consider. One important step is to make certain that if you have a child with special needs that you put a plan in place that will allow that...
View ArticleNaming Separate Guardians for Your Children - Not an Easy Decision
As a Charlotte Estate Planning attorney, I work with parents all the time to make certain their minor children will be protected if the death or incapacity of one or both parents should occur. One of...
View ArticleWhy Naming Alternate Beneficiaries In Your Estate Plan Is So Important
I always try to emphasize with my clients that you need to plan, plan, plan! If you are taking the time today to plan your estate, it is super important that you speak with a qualified estate planning...
View Article5 Questions Every Child Should Ask Parents During Alzheimer Awareness Week...
This is a sensitive subject for many, but a very important one to have especially with our aging parents. Take this opportunity to sit down and have an open discussion. You and your parents will be...
View ArticleCharlotte North Carolina Wills and Trusts Attorney Asks: What Do You Have In...
You may not think you have anything in common with a groundhog. But, when you stop to think about what your approach has been to your estate plan, you might be surprised!
View ArticleWhat Are Charitable Trusts All About?
If there were an organization or charity that you support financially, as a Charlotte trusts lawyer, I would urge you to consider setting up a charitable trust. A charitable trust allows you to give...
View ArticleApple iPad Apps Designed to Assist Children With Special Needs
Parents that are blessed with children whom have special needs know how difficult that child's life can be without the resources that are available through schools, medicine and technology. There are...
View ArticlePlan Today For Your Special Needs Child Before It Is Too Late!
As a Charlotte Estate Planning attorney, I work with parent to make certain their minor children will be protected if the death or incapacity of one or both parents should occur. The care, love and...
View ArticleWays to approach tough conversations with Mom or Dad
The topics of death and illness are never easy ones to have, especially if you are trying to have it with your mom or dad. There are some timing issues and ways of approaching your parents so that...
View ArticleDo Your Beneficiaries Match Those Named In Your Will or Trust?
Creating an estate plan (either a Will or Trust) is step one. The next step has to be making certain your beneficiary designations on your accounts match your wishes in your Will or Trust. Not taking...
View ArticleIs There A Difference Between An Executor And A Trustee?
Knowing the differences in the role of the Executor vs the role of a Trustee will help you in deciding the best most appropriate person to nominate. Making the right decision in your Charlotte North...
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