Court of Appeals Sides with Our Client: Law Firms Cannot Serve as Trustee or Executor of a Client's Estate

How Post-Mortem Planning Can Protect Your Family’s Interests

A death can leave your family responsible for important financial and legal decisions before everyone fully understands what must happen next. Post-mortem planning can protect your family by identifying the choices that remain available and helping you use them carefully.

When Is Guardianship Necessary — and What Are the Alternatives

Guardianship may be necessary when an adult cannot manage personal or financial affairs, faces a meaningful risk of harm, and cannot receive sufficient help through a less restrictive arrangement. North Carolina law treats adult guardianship as a last resort.

Preparing for a Smooth Business Succession: Steps Owners Should Take Now

You spent years building your business, and the way you hand it off matters just as much as the way you grew it. Whether you plan to retire, sell, or pass the company to family, a thoughtful succession plan protects what you worked so hard to create.

Planning for Disabled Beneficiaries: Special Needs Trusts Explained

Planning for the future of a disabled loved one demands care, attention, and a precise legal strategy. When drafting documents for a special needs trust, it's essential to use precise legal language to preserve your loved one's eligibility for essential government benefits. In some cases, simple errors could accidentally disqualify them from the very support they need for their daily survival. An experienced estate planning lawyer can help your family build a stable, protected future.

What to Do When You Suspect Mismanagement in a Trust or Estate

Discovering that someone might be mishandling a loved one’s estate or trust can provoke deep frustration and betrayal. You naturally expect the person in charge to act with absolute honesty and care. When they fail to meet this standard, you need immediate legal support to protect your family's financial future.

How Long-Term Care and Medicaid Planning Can Preserve Your Assets

Thinking about growing older brings up many questions. How will you pay for care if you need it? What happens to the money and property you worked so hard to build? You need a knowledgeable estate planning attorney to help you build a solid plan and protect your legacy because state laws are highly specific. A simple mistake could drain your life savings.

Essential Elder Law Considerations for Aging Adults and Their Families

Getting older brings changes that no one can predict. While you hope for the best, smart planning means preparing for any scenario. Thinking about aging, incapacity, or long-term care isn't exactly how most people want to spend their time. However, ignoring these topics can leave you and your family scrambling during a crisis.

Year End Gifting Strategies in the Age of the High Estate Tax Exemption

As the year end approaches, the adage says that it is better to give than to receive. We agree. The implementation of year-end gifting strategies can be an important component to a family’s overall estate planning.

What to Expect During the Business Litigation Process: A Guide for Owners

When a business dispute arises, the thought of a lawsuit can be a stressful prospect for any business owner. Seeking legal help early is the best way to protect what you have built and to find a clear path forward.