In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning...

Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19)...

News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy....

We have received a lot of inquiries from out of state families about Probate in North Carolina. We have prepared a Guide to help...

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary...

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit...

When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning...

The third week of October is National Estate Planning Awareness Week (Oct. 15-21,2018). Estate planning is important for everyone...

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...

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening...

With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your...

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),...

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...

If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the...

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...

Legal Considerations When Getting Your New College Student Ready to Go If you are preparing to send your son or daughter off to college...

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...