Estate & Financial Planning Articles
Estate Administration
What Happens If Somebody Dies With Property But No Will?

It is a common assumption between spouses that at the death of the first spouse to die, the surviving spouse will inherit all the deceased’s property.

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Asset Protection
How Often Should I Review My Estate Planning Documents?

In a perfect world, you should review your estate planning documents every time there is a life event, such as a,

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Estate Administration
What Is Probate And When Is Probate Triggered In North Carolina?

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.

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Estate Planning
What Are the Most Important Components That Should Be Part of Everyone’s Estate Plan?

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.

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Estate Planning
Estate Planning For Beneficiaries With Mental Illness

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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