North Carolina Estate Tax Planning: Minimizing Tax Liabilities

When some people learn that North Carolina does not impose a specific estate tax or inheritance tax, they think they don’t need to worry about the potential tax liability in…

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Estate Planning for North Carolina Residents: Avoiding Probate

If you set up your affairs so that your assets will pass to loved ones without having to go through probate, you can save them considerable time, expense, and work.…

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Updating Your Estate Plan for the New Year: Essential Documents for North Carolina Residents

As the holiday season comes to a close and it’s time to take down decorations, it’s also a good idea to take a moment and review your estate planning documents.…

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Revocable vs. Irrevocable Trusts in North Carolina

At first glance, it seems like the difference between a revocable trust and an irrevocable trust would be obvious. You can revoke a revocable trust. The same is not true…

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Back to School Estate Planning Basics

Juggling family life, work, bills, and the kids’ schoolwork leaves no time to worry about your future. However, estate planning is vital. Many people push it to the back burner…

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Types of Power of Attorney in North Carolina

Estate planning lawyers create different types of power of attorney documents in North Carolina to accomplish different goals for their clients. Certain types of POA documents are very useful to…

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What is Guardianship?

When a court determines that someone cannot manage their finances or their healthcare, the court can appoint a guardian to make decisions and act on that person’s behalf. A guardian…

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Do You Need a Special Needs Trust for Your Child in North Carolina?

Parenting a special needs child comes with an extra share of care and responsibilities, one of which concerns your child’s future. It is essential to ensure that your child enjoys…

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Should I Include Digital Assets in My Estate Plan?

When updating your estate plan, it’s important to include digital assets that someone may need access to when you pass away. We live in a digital world where passwords, accounts,…

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