Estate Planning
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…
Out-of-State Property in North Carolina Probate
Probate assets vary with each estate depending on how the decedent held assets at their death. The probate process is necessary to…
NCBA Symposium: Gun Trusts in Elder and Special Needs Law
Unique and critical matters might arise when firearms are possessed, stored, or transferred by an elderly or disabled person. Gun trusts help effectively…
Updating Revocable Trusts in North Carolina
Getting a revocable trust established and properly funded is a significant accomplishment in structuring one’s estate plan, yet it is not an…
Dave Ramsey Might be Misinformed About Living Trusts
Well-known financial guru and speaker Dave Ramsey shares advice regarding managing debt and finances with millions of people. Many folks have managed…
Asset Protection Failures
Accumulating assets takes time and effort; protecting assets properly requires both as well. Although strategies for preservation differ for each individual depending…
3 Things Living Trusts Won’t Control
Individuals and families often choose to create a revocable living trust because they understand it offers more control and flexibility than a…
Raleigh Now Has #2 Fastest-Growing Senior Population
The Raleigh-Durham area is becoming an increasingly attractive retirement destination, with an influx of relocating retirees combining with long-time residents that choose…
Refusing to Serve as Executor in North Carolina
Many people might feel proud to be selected to serve as executor of a loved one’s estate. Generally, an individual chooses an…
Refusing to Serve as Executor in North Carolina
Many people might feel proud to be selected to serve as executor of a loved one’s estate. Generally, an individual chooses an…