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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Our Newest ClientsOur newest clients - an extended family - have given us permission to document their planning every step of the way.
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The Ghosts of ProbateThis 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.
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'Trust' and CoordinationGetty 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.
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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 ...
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What is Modern Estate Planning Really About?With the estate tax exemption at least $3.5 million or higher, estate planning for most families hasn’t been about estate tax planning for a while now.
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How Estate Planning is like Shopping for a CarLike 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.
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2018 LAW UPDATE: New Durable Power of Attorney Law in North CarolinaFinancial institutions likely will prefer power of attorney (POA) documents executed under the new North Carolina Uniform Power of Attorney Act (eff. 1/1/2018).
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Tax Reform is Here: What You Need to KnowWhile you can find detailed summaries online regarding the key income tax changes, I wrote this memo to highlight changes relating to estate planning.
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Reviewing your Estate Plan: Five Areas to ConsiderEstate and Long-Term Care Planning Attorney Jackie Bedard discusses the importance of updating your estate plan and reviewing changes from the previous year.
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"What If My Heirs Don't Want My Heirlooms?"In a recent article in the New York Times, the author handles a question that might be a little uncomfortable for some families: what if your children or grandchildren don't want the heirlooms you've been holding onto for them?