It is not unusual in North Carolina for someone to pass away leaving both a will and a trust. On paper, it sounds like a safe way to make sure every asset is covered. In reality, it can create overlap, confusion, and even conflict, especially when some property is inside […]
Why Smart Planning Starts Before You Cash the Check Winning the lottery brings instant wealth, but without a solid plan, that money can disappear quickly. Each hour after the numbers are drawn, the risks increase. You might encounter predatory advisors, make impulsive purchases, strain relationships, and face unexpected tax implications. […]
Are You Prepared if the Worst Happens? Imagine this: a successful doctor, dedicated to their patients and respected in their field, loses their entire retirement fund overnight. One malpractice lawsuit, and the wealth they’ve spent decades building disappears, leaving them scrambling to protect what’s left. For doctors in North Carolina, […]
Did you know that improper beneficiary designations can cause your loved ones to face lengthy and costly probate proceedings in North Carolina? Many people overlook this crucial aspect of estate planning, leading to unexpected complications. In this article, we’ll explore how beneficiary designations affect probate in North Carolina. We will […]
Navigating the aftermath of a loved one’s death can be daunting, especially when it involves legal processes like probate. Many North Carolinians wonder whether having a will allows them to skip probate. This article demystifies probate and discusses the influence of a will. Here, we will also discuss how the […]