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 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.

With the upcoming election, it’s important to proactively plan for potential shifts in tax laws and regulations that may impact your estate plan.

Kiawah Island, South Carolina hosts an important Estate Planning continuing education conference in July of each year.

Understanding the step-up in basis can help you make strategic decisions about which assets to retain in your estate.

One of the most common mistakes that we see is making children co-owners on accounts to easily allow children access to funds to care for parents.