Estate Planning

Covering Retirement v. Leaving Inheritance

Posted on: May 27th, 2015
Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. ...

Avoid a Will Dispute

Posted on: May 26th, 2015
An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain factors. ...

3 Reasons to Choose a Non-Family Trustee

Posted on: May 25th, 2015
Creating a trust generally involves the intention of preserving assets for loved ones. Benefiting from a trust’s preservation might not be possible if the trust is not maintained properly. ...

Downsides of Do-It-Yourself Powers of Attorney

Posted on: March 27th, 2015
Powers of attorney are powerful documents that grant another individual broad rights over medical and financial decisions. Such an important power should involve careful planning. Ready-made legal forms found online, software programs with legal templates, and other DIY solutions are attractive to many individuals due to the ease of access and low cost. ...

Tax Issues to Consider When Settling an Estate

Posted on: March 5th, 2015
During the first quarter of the year, the only tax items most taxpayers are concerned with are their own personal and business returns. However, settling an estate involves tax matters that need to be resolved before the estate is closed. ...

Creating a North Carolina Succession Plan

Posted on: February 26th, 2015
Failing to create a succession plan for a North Carolina business results in a few possible outcomes that might not match an owner’s wishes. Depending on how the company is structured, upon a business owner’s death, other partners may absorb business interests....
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