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Why You Should Have a Family Meeting

Family Generations

Many folks have not considered holding a family meeting in a slightly more formal setting like one of your advisor’s offices.  There can be many advantages to these.  Confidence is an important outcome that we talk about here.  Do your spouse and children know what to do if you are not there?  Whether they articulate […]

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Succession Planning: Overcoming Procrastination and Creating Confidence

Succession Planning: Overcoming Procrastination and Creating Confidence If any of these sound like you, then you may be an entrepreneur who is reluctant to plan for the future of your business: (1) Need for control; (2) Strong work ethic; (3) Immortality complex. We have techniques to help business owners overcome their procrastination about succession planning.  […]

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3 Takeaways: 40th Annual Estate Planning Conference

The 40th Annual Estate Planning Conference, held as usual in Kiawah Island, South Carolina, just concluded. Below are three takeaways we believe you’ll find useful in your practice. FLP Entities John W. Porter, an experienced tax litigator with Baker Botts LLP in Houston, Texas spoke on several topics including family limited partnership style entities. There […]

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Stewart Law, P.A. Attorney Recognized as Best Lawyers in America® 2020

Best Lawyers 2020

Stewart Law, P.A., a boutique corporate, trusts, and estates firm in Charlotte, North Carolina is proud to announce that Founding Partner, Todd A. Stewart has been recognized as Best Lawyers in America® 2020 in Charlotte, NC. The Best Lawyers in America® program is the oldest and among the most respected attorney ranking services in the […]

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Dealing With Incapacity

Incapacity Planning

We receive more calls these days from clients who have parents, spouses or other loved ones dealing with temporary and permanent incapacity.  In cases where the individual does not have an updated estate plan, these can be challenging.  There are court-supervised processes that enable appointed individuals to act on behalf of incapacitated persons. The problems […]

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