What Exactly Is Estate Planning And When Do We Need It?
Nov. 24, 2021
Estate planning encompasses a wide variety of subject matter, from how your assets may be titled and who is the beneficiary of your insurance to IRAs and 401(k)s, to the creation of business entities, the establishment of buy-sell agreements, the creation of trusts and gifting during your lifetime.
Continue ReadingWhat Are the Most Important Components That Should Be Part of Everyone’s Estate Plan?
Nov. 24, 2021
Determining what the objectives are, implementing a plan that meets those objectives in a way that conforms to the laws of the tax code and treasury regulations is important when planning any estate.
Continue ReadingHow Often Should I Review My Estate Planning Documents?
Nov. 24, 2021
In a perfect world, you should review your estate planning documents every time there is a life event, such as a,
Continue ReadingWhat Is Probate And When Is Probate Triggered In North Carolina?
Nov. 24, 2021
Probate is the court-supervised process over which personal assets are transferred out of the individual’s name into the names of their heirs or beneficiaries after death.
Continue ReadingEstate Planning For Beneficiaries With Mental Illness
June 14, 2021
According to the National Alliance on Mental Illness, 19.1% (nearly 1 in 5) of U.S. adults experience mental illness annually. Historically, discussions surrounding mental illness were taboo and off-limits.
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