Insights for Estate Planning
Can I Trust AI to Answer Questions about Estate Planning?
Unfortunately, AI is shockingly unreliable when it comes to legal issues such as “How do I avoid probate in NC?” or “Do I need a trust?” In fact, if you type the same legal question in three slightly different ways, the AI Overview might give you three completely different answers.
Estate Planning & Addictions - How to Handle an Inheritance for a Difficult Family Member
What can you do if you have the challenge of a family member who may not be able to handle an inheritance?
Predatory Marriage - A Real Risk
In the courts, Predatory Marriage is defined as an opportunistic marriage where an individual preys on the emotions and vulnerability of an elderly or incapacitated person for the purpose of financial gain.
After a Death - Immediate Steps
When someone close to us dies, an initial roadmap or checklist can be very helpful. Here is a set of next steps to lead you forward.
Buyer Beware: Online Wills, Trusts, and Estate Planning
An increasing number of websites advertise that they will sell you online legal forms including wills, trusts, and power of attorney documents. Is simply downloading your estate planning documents from a website the latest modern convenience? Can clicking on a website buy peace of mind that your loved ones will be taken care of when you are gone?
Caregiver Support: Build a Network!
There are a number of ways to widen the circle of care so that the burden does not rest too much on a single individual. This takes forethought and planning to implement but can make a tremendous difference in the wellbeing of all involved.
Q&A: Elder Law vs. Estate Planning
While elder law helps you during your lifetime if you become incapacitated or need long-term care, estate planning creates legal documents (such as wills and trusts) so that when you pass away, your belongings will go to the people or charities that are important to you.
How to deal with Social Media after Someone Dies?
These days it is becoming more likely that someone will leave behind social media accounts - a digital legacy of online photos, messages, and posts on platforms such as Facebook, Instagram, LinkedIn, and Twitter (X).
5 Tips for Estate Planning Conversations During the Holidays
This is an ideal time to discuss estate planning with your parents, grown children, and siblings. As this can be a difficult subject to broach, we have some suggestions on how to organize the conversation.
Why Prenuptials are a Good Idea
A prenuptial agreement is a legally binding contract that allows you to feel financially secure in a marriage by determining what exactly will happen to your assets in the event of divorce or complications.
How is a Revocable Trust like a Ziploc Bag?
Also known as a “Living Trust,” a Revocable Trust is a written document determining how your assets will be distributed to beneficiaries (the recipients of assets) at your death. Like a Ziploc bag, the trust is a storage place where items can be removed or added.
4 Key Estate Planning Steps For Young Families
The demands of the here and now can make it difficult to think further than the next few hours! However, the longterm wellbeing of a family rests on planning ahead for possible bends in the road - changes in health, resources, and even death.
Pets and Estate Planning -What are the Options?
What happens to pets whose owners are incapacitated or deceased? Who will take care of them? How will their care and upkeep be determined?
Senior Housing - What are the Options in North Carolina?
Time for a change in housing for you or someone you love? Are there decisions to be made about level of care or shifting financial or social needs?
When Should I Update My Will?
Your last will and testament is one of the most important legal documents you'll ever create. It dictates how your assets will be distributed and your affairs managed after you pass away.
How to Choose the Best Executor for Your Estate
Many people struggle with the choice of who to appoint as Executor for their estate because it matters!
Estate Planning - Young Adults are Savvy!
The young folks in America do not seem to believe the misconception that estate planning is for the old and wealthy.
Downsizing the Family Home - 6 Tips for Happy Outcomes
Do you need help figuring out how to move forward with downsizing? Here are 6 simple tips to help with the task.
Millennials - the New Caregivers
Supporting someone through finances, daily chores, transportation, health regimes, and emotional encouragement all constitute care.