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 suggests that the steps below apply in most circumstances and will help guide you through [...]

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 on the will in his own handwriting; and, Found after the testator's death among his [...]

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 other estate plan documents periodically in light of all such changes and make revisions when [...]

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 important duties. The list below is offered only as general guidance of some of the [...]

Beneficiary Designations of Life Insurance Policies

September is life insurance awareness month. It’s a great time to consult with your insurance professional and determine the amount and type of life coverage that is appropriate given your personal circumstances and planning objectives. As you work through the process, pay special attention when completing your primary and contingent beneficiary designations. It is critical [...]

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It’s no secret that we rely daily on the internet. What is a secret, of course, are the usernames and passwords that we use to access our online accounts. From email accounts and online banking to credit card statements and utility bills, we all find ourselves going to great lengths to protect our login information [...]

Expecting a Baby? 3 Reasons Not to Overlook the Estate Plan!

Our daughter arrived last Valentine’s Day, so I know firsthand that one of the most exciting times in life is the moment you find out you are expecting a new little bundle of joy. From that moment, preparations quickly ensue. While most parents succeed in having the crib assembled, the tiny clothing washed and hung [...]