I suspect that many of you, like me, have deleted an email from a friend that says he is away on a trip and needs you to wire him money.
According to experts, despite increased phishing emails and robocalls, it is far...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