Ensuring Your Legacy: The Importance of Takers of Last Resort in Estate Planning
A customized estate plan provides you with peace of mind, knowing your legacy will be preserved and your beneficiaries will be cared for.
What Happens If You Die Without a Will in North Carolina?
In North Carolina, if you pass away without a will, the state—not you or your loved ones —will determine how your assets are distributed.
Estate Planning in the New Year: Ensuring a Secure Future
Estate planning is a critical element in this process, providing the tools and strategies necessary to protect your assets, ensure your wishes are carried out, and reduce the burden on your family.
It’s Almost Election Time: How this could affect your estate plan and some proactive solutions
With the upcoming election, it’s important to proactively plan for potential shifts in tax laws and regulations that may impact your estate plan.
45th Annual Kiawah Estate Planning Conference Review
Kiawah Island, South Carolina hosts an important Estate Planning continuing education conference in July of each year.
Step-Up in Basis at Death
Understanding the step-up in basis can help you make strategic decisions about which assets to retain in your estate.