Posted on September 14, 2020

Online Legal Documents are Deficient

A recent article in Consumers Reports featured a blind test of online legal documents by three law school professors.  Their conclusion: Using any of…

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Categories
Category: General
Posted on September 3, 2019

Children are the Most Important Thing

There’s been a lot of coverage in the news lately about the care and custody of young children of deceased parents.  First…

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Categories
Category: Estate Planning
Posted on April 5, 2019

Protecting Tangible Assets

Asset protection in North Carolina is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items…

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Categories
Category: Financial Planning
Posted on January 23, 2019

How Obama’s Budget May Affect Charitable Gifts

Probably an increase in 2010 and a substantial drop thereafter. From Professor Chris Hoyt of the University of Missouri (Kansas City) School…

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Categories
Category: Charitable Gift Planning
Posted on February 8, 2018

Estate Plan Controversies

Celebrities are not the only individuals whose estate plans experience controversy. The Will of any individual may be contested in court. Some…

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Categories
Category: Estate Planning
Posted on February 2, 2018

Trust Trend: Make Heirs Wait

How long will it take you to receive your inheritance in North Carolina? If our state follows a national trend, the time…

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Categories
Category: Asset Protection
Posted on January 10, 2018

North Carolina Bill Affecting Digital Assets

Recently we reviewed the challenges of digital estate planning—the ways surviving family members’ access to a decedent’s online accounts are affected—and how…

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Categories
Category: Business Succession
Posted on January 5, 2018

Protect Your Ancestors’ Legacy with an Inheritor’s Trust

If you’re like many folks, you may be deeply concerned about how litigious our society has become and fear that your assets…

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Categories
Category: Trusts
Posted on June 6, 2017

5 Concerns for First-Time Executors

Many individuals have never served as executor before. A person serving as executor for the first time must manage the time demands…

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Categories
Category: Probate
Posted on June 5, 2017

Pros and Cons of Living Probate in North Carolina

Living probate legislation was passed in North Carolina almost two years ago. Living probate, a legal proceeding involving the court that occurs during…

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Categories
Category: Probate
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