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Making Sense of the Will

Making Sense of the Will

When a loved one passes away, the first thing many family members do is search for a Will. If one is located, the family may gather and read the Will to see how their loved one wanted their assets distributed. Most often, though, there is not a formal will reading,...
Charitable Remainder Trusts

Charitable Remainder Trusts

What is a Charitable Remainder Trust? As people get older and begin to think about how they want their estate settled, one thing that often crosses their mind is donating some of their assets to charity. One way to do that is with a Charitable Remainder Trust (CRT)....
Taxes and Revocable Trusts

Taxes and Revocable Trusts

Revocable Trusts have grown in popularity. They provide a lot of things that other estate planning tools do not – control, privacy, and streamlining. While trust planning was a critical component of an estate plan when the estate tax threshold was much lower, now the...
North Carolina Advance Directives

North Carolina Advance Directives

So often, people call my office and tell us they just experienced the death of a loved one, but not before they had their life prolonged by artificial measures for a lengthy period of time, far beyond the period of time which might have been appropriate under the...