In the aftermath of Hurricane Florence in 2018, I wrote this article to help individuals and families navigate the legal and financial issues that often follow a devastating storm. I remember the incredible outpouring of...more
11/12/2024
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Estate Tax ,
Guardianships ,
Hurricane Season ,
Incapacitated Persons ,
Minor Children ,
Power of Attorney ,
Probate ,
Wills
According to recent statistics, four out of every ten families are blended families.
As you might expect, estate planning for blended families is often complicated. Proper planning requires not only careful financial and...more
As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes.
Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more
6/13/2019
/ Beneficiaries ,
Divorce ,
Estate Planning ,
Estate Tax ,
Living Will ,
Power of Attorney ,
Property Owners ,
Revocable Trusts ,
Spouses ,
Succession Planning ,
Tax Planning ,
Trusts
I’m writing this in Wilmington, North Carolina at a time when many in this area still are struggling after Hurricane Florence.
The weekend before the storm was bright and sunny. I would have rather gone to the beach, but...more
9/28/2018
/ Beneficiaries ,
Beneficiary Designations ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Personal Property ,
Probate ,
Revocable Trusts ,
Successors ,
Trustees ,
Trusts ,
Wills