Powers of Attorney
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…
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…
Overview of North Carolina’s Digital Assets Act
North Carolina Governor Pat McCrory signed a bill into law in June 2016 that allows digital account holders to provide a fiduciary…
Who Needs an Estate Plan?
Many individuals have the misconception that only families, those with significant assets, or business owners benefit from an estate plan. However, estate…
Estate Planning Documents for Young Adults
Some individuals wait for major life events to start an estate plan. However, planning for life’s uncertainties is might be crucial as…
How Aging and Memory Loss Affect Finances
While not all aging Americans experience cognitive decline, it nevertheless is becoming more prevalent among the elderly. Currently, an estimated 5.1 million…
A Will’s Limits in North Carolina Probate
A will cannot achieve every goal of the testator. No matter how finely crafted provisions are made and assets are addressed in…
North Carolina Durable Powers of Attorney
A Durable Power of Attorney (“DPOA”) is an essential estate planning tool for most of our clients, allowing them to name an individual…
Consequences of No Digital Asset Protection
Digital asset management will continue to change as new devices, applications, and technologies develop. Digital asset protection is more than leaving behind one’s…
Named in a Power of Attorney for a Foreign Account? FBAR Rules Required
Individuals may or may not know if they are listed as an agent of a power of attorney, but they are still…