Estate Planning & Probate

Your estate plan focuses on dividing things equally between your three children. That has always been your goal. You know how common disputes are when the plan is not equal for all. Your will quite simply splits things into thirds: your investments, your bank...

The bigger your assets, the more important it is to plan carefully for them in your estate. Your real estate and financial accounts require careful planning, but so does your business.  There are many different ways for you to address your business in your estate plan...

As the executor of an estate, it is your responsibility to handle someone's property, repay their creditors and distribute property to their heirs. Often, real estate holdings are the most valuable and important assets in someone's estate. Sometimes, you only need to...

One aspect to consider regarding a trust is its flexibility. If life changes, will the trust that you create still meet your goals? Does it have the ability to shift as needed? For instance, imagine that you have a grandchild and you set up a trust to cover the cost...

If you're thinking about writing your will in North Carolina, there's no time like the present. You might have to revise it later in life, but it'll be easier once you've already assessed and valued most of your assets. Just make sure you include everything in your...

If you live on your own in North Carolina, who's going to take care of your pets after you die? You might have friends who agree to take your pets, but they could change their minds or realize that your pets are more expensive than they anticipated. To prevent this...

Choosing the right trustee is one of the most important decisions you can make for your North Carolina estate. When you're gone, the trustee will manage the trust, distribute assets, communicate with the beneficiaries and, ideally, act in your estate's best interest...

Many North Carolina adults fail to create an estate plan, often leaving a mess behind for their families. Addressing some of the perceived obstacles in estate planning can help people stop procrastinating and move ahead with preparing this important documentation....

There are so many considerations to understand when planning beneficiaries for a loved one with special needs in Winston-Salem, North Carolina. The same estate planning and trust planning needs to occur to ensure that this individual receives the most appropriate...

High net worth individuals in North Carolina are likely aware of the changes that came about with the Tax Cuts and Jobs Act. For one thing, it increased the federal estate tax basic exclusion from $5 million to $10 million. What people may not know is that many of the...