Call us today

(704) 887-4944

Blog

Corporate Shield

Business Owners: Be Formal or Risk It All

One of the main reasons prompting a client to establish a business entity such as a North Carolina limited liability company or corporation is to limit liability from the business and protect his or her personal assets. As a general [more]

Angel Statue

How to Prepare for Probate and Estate Administration in North Carolina

You’ve lost a loved one. Let us offer our condolences. We recognize the days and weeks ahead will be difficult on many levels, not the least of which is preparing for North Carolina’s probate and estate administration procedure. Our experience [more]

Theater Masks

Pros and Cons of Handwritten Wills in North Carolina

North Carolina recognizes the validity of handwritten wills. Under NC law, a handwritten will must satisfy the following requirements: Written entirely in the handwriting of the testator (the will-maker); Subscribed by the testator, or with his name written in or [more]

Directive to Physicians Document

National Healthcare Decisions Day is April 16

Studies show that less than one-third of all adults in the United States have a living will or any type of advance directive. National Healthcare Decisions Day (NHDD) began in 2008 as a grassroots initiative to address this problem by [more]

Happy Holidays!

Wishing our client family and friends a safe and happy holidays. Enjoy this short video full of Christmas cheer! [more]

Tree blocking the road

When Should I Review or Update My Will?

As my clients often hear me say, estate planning should be viewed as a process rather than a one-time event. Personal and financial circumstances change. Therefore, it is critical to evaluate your will, trust, health care power of attorney, and [more]

Money in a Jar

College Savings Series – Custodial Account

This post is the third in a series of posts highlighting college savings options. I’ve blogged recently about the Coverdell Education Savings Account and the 529 Plan. Today, I’d like to turn the spotlight on the custodial account. A custodial [more]

Old Family Photos

The Duties of an Executor in North Carolina

An executor is the person who is named in the will and appointed by the probate court to settle a decedent’s estate. Relatives, close friends, and trusted advisors are usually selected to serve as executor and perform a number of [more]

Last-will-and-testament

Why You Should Have a Will

If you’re like many people, you like to be organized and have control over most areas of your life but probably don’t like thinking about and planning for your own death. Talk about a paradox. One of the questions I [more]

College Campus

College Savings Series – 529 Plan

With tuition costs on the rise and college on the horizon for many parents, I thought you might find a series of posts highlighting several college savings options beneficial. My first post of the series featured the Coverdell Education Savings [more]

Page 1 of 212
  • Archives