Read our blog articles about estate planning in North Carolina including wills, trusts, powers of attorney, long-term care planning and more!

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  • Growth & Gratitude on a Grander Scale In October we attended the Law Firm 500 awards ceremony in Las Vegas. We decided to extend our trip to meet up with family. What did we learn?
  • Our Newest Clients Our newest clients - an extended family - have given us permission to document their planning every step of the way.
  • The Ghosts of Probate This time, my friend got a late evening phone call from an extended family member whose husband had passed away about six months ago after a long illness.
  • I Am the Proxy There’s a moment in HBO’s new show Succession that perfectly – illustrates the importance of a health care proxy. It does so in a few words over a few seconds.
  • 'Trust' and Coordination Getty being Getty could not help but use the promise of money as a club. His greatest threat to employees, friends, family was to write them out of the will.
  • Sad words, "What Would Prince Want?" This was the headline on the Washington Post’s Style section one day last month: WHAT WOULD PRINCE WANT? TWO YEARS LATER HIS ESTATE IS A MESS ...
  • A Cautionary Tale About Planning Without Stan Lee a lot of people would have had a lot more time on their hands last weekend - there would not have been an Avengers: Infinity War to go see.
  • How Estate Planning is like Shopping for a Car Like car shopping, estate planning is not a one-size-fits-all endeavor. A law firm should be willing to work with you to understand your goals and help you figure out the best plan that fits your budget.
  • 2018 LAW UPDATE: New Durable Power of Attorney Law in North Carolina Financial institutions likely will prefer power of attorney (POA) documents executed under the new North Carolina Uniform Power of Attorney Act (eff. 1/1/2018).
  • Tax Reform is Here: What You Need to Know While you can find detailed summaries online regarding the key income tax changes, I wrote this memo to highlight changes relating to estate planning.