Videos

Videos

Estate planning, explained in a few minutes

Short animations that walk through how common planning structures work. General information only, not legal or tax advice.

These animations illustrate general planning concepts. They are not recommendations for any particular family; whether a strategy fits requires individual legal and tax review. Viewing them does not create an attorney-client relationship. Stewart Law, PA · Todd A. Stewart (licensed in NC and SC) · John J. Long, Jr. (licensed in NC) · 909 East Boulevard, Charlotte, NC 28203 · (704) 552-5160.

  • How a Disclaimer Plan Works

    1:38 · How a surviving spouse can decide later what passes to a Family Trust.

    Transcript and details →

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