vlmonroe
As coronavirus continues to spread, doctors urge Americans to get a living will
PUBLISHED TUE, APR 28 20207:28 AM EDTUPDATED TUE, APR 28 202011:42 AM EDT Sharon Epperson@/IN/SHARONEPPERSONCNBC@SHARON_EPPERSON WATCH...
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vlmonroe
- May 6, 2020
- 4 min
Five Common Mistakes with “DIY” Estate Plans
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning...
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vlmonroe
- Apr 30, 2020
- 3 min
Don’t Risk it: Protect Your Finances From Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19)...
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vlmonroe
- Apr 20, 2020
- 4 min
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy....
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vlmonroe
- Apr 18, 2020
- 1 min
Navigating North Carolina Probate
We have received a lot of inquiries from out of state families about Probate in North Carolina. We have prepared a Guide to help...
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vlmonroe
- Nov 3, 2018
- 3 min
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary...
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vlmonroe
- Oct 28, 2018
- 2 min
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit...
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vlmonroe
- Oct 20, 2018
- 2 min
What is an Inheritor’s Trust?
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning...
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vlmonroe
- Oct 13, 2018
- 2 min
What Estate Planning Awareness Means For You
The third week of October is National Estate Planning Awareness Week (Oct. 15-21,2018). Estate planning is important for everyone...
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vlmonroe
- Oct 6, 2018
- 2 min
Your 2018 Taxes – Get Started Now
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your...
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vlmonroe
- Sep 30, 2018
- 4 min
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening...
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vlmonroe
- Sep 22, 2018
- 2 min
Your Fall “Legal Affairs” Checklist
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your...
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vlmonroe
- Sep 15, 2018
- 3 min
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),...
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vlmonroe
- Sep 1, 2018
- 3 min
How to Choose a Guardian for Yourself
Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more...
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vlmonroe
- Aug 25, 2018
- 2 min
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the...
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vlmonroe
- Aug 18, 2018
- 3 min
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to...
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vlmonroe
- Aug 12, 2018
- 2 min
Back to School
Legal Considerations When Getting Your New College Student Ready to Go If you are preparing to send your son or daughter off to college...
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vlmonroe
- Aug 11, 2018
- 3 min
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...
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