North Carolina Wills & Trusts

Recent Posts from North Carolina Wills & Trusts

• 8 Questions to Ask Before Hiring an Estate Planning Lawyer

  Before hiring a wills & trusts lawyer to guide you, your family or your business, ask these questions to ensure that you don’t end up paying a whole lot of money for services that are…

• S.O.A.P. Episode One – All My Children

  Welcome to the first episode in our series, Soap Operas About Planning. I thought I’d try out something a little different to show how taking the time to prepare today can be a huge gift…

• 5 Legal Documents Every Dad Must Know About & How to Make Sure They Don’t Fail

  The following article, written by national legal expert, Alexis Martin Neely, originated from Chris Brogan’s Dad-O-Matic blog.  Alexis was featured in an interview on Good Morning America this morning, where shared some important information that…

• Introducing Carolina Family Estate Planning

  If you’ve tried to visit this blog in the past couple of months, you may have noticed that things have been on hiatus.  That was because I have been working on an exciting project–several months…

• Wall Street Journal: If You Have Assets, Use A Trust

  Thanks to Portland, Oregon, estate planning attorney and fellow Personal Family Lawyer Candice Aiston for the following post which appeared in her Oregon Estate Planning Blog this week: Stacey L. Bradford has put out “The Wall…

• Family Financial Freedom Notebook

  Lots of people are wondering, what do I do know that the economy appears to be melting down? First and foremost, don’t panic.  You are not going to end up standing in line for the…

• The Importance of Updating Beneficiary Designations After A Divorce

  I recently posted about the importance of regularly reviewing and updating beneficiary designations for all of your financial accounts, retirement accounts, pensions and life insurance policies.  The recent United States Supreme Court case, Kennedy v.…

• Keep Your Beneficiary Designations Updated

  The following story comes from one of my colleagues: After weathering a difficult divorce, Bob met Mary, the love of his life.  After a year of courtship, Bob and Mary were married.  The couple built…

• Securing Your Dream: Estate Planning

  A great video clip from CNBC featuring estate planning attorney, Alexis Martin Neely.  Alexis discusses the importance of estate planning and leaving a legacy to future generations.

• Parents: 13 Reasons Why Trusts Aren't Just For The Wealthy

  Many people believe trusts are only for the wealthy, but trusts are about more than just the size of your estate.  Trusts are an effective tool to protect your children and know they will be…