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What is a Special Needs Trust?
May 3rd, 2022
If you would like to provide financially for a loved one who has special needs or a disability, careful planning is crucial. Failure to do so could potentially jeopardize their eligibility for Supplemental Security Income (SSI) and Medicaid benefits.…
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Categories: Estate Planning
Inheriting a House With a Mortgage: What Are Your Options?
December 8th, 2021
Inheriting a home can come with a significant amount of legal and financial responsibility. It can also be an emotional process that involves negotiating with siblings or other heirs. Significantly, in many cases, a beneficiary doesn’t take the hom…
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Important Estate Planning Documents
June 29th, 2021
Contributor: John Morrison
When people think about planning for the future, drafting a will might be the first thing that comes to mind. However, it’s crucial to understand that a comprehensive estate plan can encompass much more than a last will and testament. To ensure you…
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Categories: Estate Planning
Do You Need an Estate Plan?
January 22nd, 2021
Contributor: John Morrison
It can be easy to put estate planning on the back burner. However, it’s not something that should be overlooked. Regardless of an individual’s age, income, or the size of an estate, everyone should have the proper documents in place to guarantee…
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Categories: Estate Planning
What Is a Revocable Living Trust?
September 15th, 2017
In North Carolina, just as everywhere else in the country, the term revocable living trust is often heard in connection with estate planning. There are a lot of misconceptions about what they are, how they work, and when they should be used. Revocabl…
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Categories: Estate Planning
Do-It-Yourself Will / DIY Estate Plan vs. Hiring an Attorney
April 13th, 2017
Opportunities to make your own will—often referred to as a DIY will or do-it-yourself will—are heavily marketed by a number of different internet companies. Some will forms are even free. At least one of the companies advertises that you can even…
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Categories: Estate Planning
The Basics of North Carolina Estate Planning
November 2nd, 2015
Although an unpopular topic at times, an estate plan is simply preparation for the inevitable – incapacitation and/or death.
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Categories: Estate Planning
