Digital Access in Crisis: The Importance of Organizing Online Accounts and Passwords
Planning ahead is not only a matter of convenience—it is a critical step in protecting one’s financial and personal legacy.
The Power of Beneficiary Designations: What Every Client Should Know
One of the most overlooked tools in your estate plan are beneficiary designations. Here’s what you need to know about them.
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.