Probate

Posted on August 13, 2015

August is National Make-a-Will Month

An increasing number of Americans fail to plan appropriately for the future needs of themselves and their families, both through inadequate retirement…

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Category: Wills
Posted on July 8, 2015

What Happens if an Executor Doesn’t Do Their Job in North Carolina?

An executor’s responsibilities are legal requirements, and one of those duties is to act in the best interest of the estate. Mismanaging funds, failing…

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Category: Estate Planning
Posted on May 26, 2015

Avoid a Will Dispute

contest a willAn individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully…

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Category: Wills
Posted on March 8, 2015

Beneficiary Designation Reminder

Beneficiary designation forms are an important way for account and asset owners to ensure the respective assets pass to the individuals of…

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Category: Estate Planning
Posted on December 19, 2014

Estate Planning Mistake: Forgetting to Fund

Many estate plans include a living trust, a tool that can be amended at any time during the trust creator’s life and…

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Category: Estate Planning
Posted on October 31, 2014

Title Issues in North Carolina Estates: Joint Tenants

How you title real estate determines how property will pass on. This post addresses the possible issues that may develop with one…

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Category: Estate Planning
Posted on January 24, 2014

Step-Parents and Step-Children in Estate Planning

Estate planning for blended families is critical to ensure that assets are distributed as intended. A spouse’s family members are not included…

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Category: Asset Protection
Posted on January 3, 2014

Mistakes in Beneficiary Designations

Beneficiary designations are an important tool in estate planning – one must always remember that their terms trump the distributions provided in…

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Category: Asset Protection
Posted on December 11, 2013

Locate a Will: Access a Safe-Deposit Box in North Carolina

In addition to in-home fireproof safes, a common place for families to store important documents is a safe-deposit box at their bank….

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Category: Probate
Posted on December 10, 2013

First Steps for Executors in North Carolina

In most cases of estate administration in North Carolina, an executor is aware of their appointment before the decedent passes away. Occasionally,…

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Category: Probate
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