If you have already met with one of our Client Engagement Specialists and have decided to move forward as a client, please watch the short video below. This video explains how to enter your information into DecisionVault, our secure online client portal. DecisionVault is used for estate planning, estate administration, […]
Author: Jeffrey L. Bloomfield
Picture this: a retired nurse in Winston-Salem signs a Lady Bird Deed on a Tuesday afternoon, files it at the register of deeds, and goes to bed feeling like she finally has her affairs in order. The house is protected. The kids won’t have to go through probate. Medicaid won’t […]
Second marriages create a unique pressure point in estate planning, where loyalty to a new spouse intersects with long standing promises to children. Blended families rarely share the same history and without careful planning, they rarely share the same version of fairness. A new spouse may believe ongoing financial security […]
When someone passes away in North Carolina, their estate (everything they owned) must usually go through a legal process called probate. For families and executors who live outside the state, the process can feel confusing, frustrating, and full of hidden requirements which slow everything down. Questions like “Do I have […]
Since 2021, college athletes have been allowed to profit from their name, image, and likeness. Known as NIL income, these sponsorships, endorsements, and social media deals can turn a teenager’s reputation into a small business overnight. In North Carolina, this new reality presents unique risks, as every school sets its […]