Estate Planning Can Help You Make Medical Decisions for Your Same-Sex Partner
While some states have enacted marriage equality laws, others are not offering the same rights and privileges to same-sex couples. In either situation, however, most estate planning lawyers can tell...
View ArticleBlended Families and Retirement Accounts —Is This Combination a Minefield or...
The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals. If you are...
View ArticleWill A Trust Really Fail For Lack Of Funding?
Will a trust really fail for lack of funding? The following article originally appeared in an issue of Planning Partners Press, a free newsletter provided courtesy of Carolina Family Estate Planning to...
View ArticleA Cary Wills and Trusts Lawyer Offers Advice for Newlyweds
In the midst of finding the perfect dress, choosing a venue, and tasting countless cakes, Cary newlyweds often overlook the importance of finding a reputable wills and trusts lawyer. It’s easy to get...
View ArticleBUREAU OF MISSING ESTATE PLANS: CASE FILE #2: THE BUSTED BUY-SELL
The following article originally appeared in an issue of Planning Partners Press, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals. If...
View ArticlePower to Sell CRT Annuity Adds Flexibility
The following article originally appeared in an issue of Planning Partners Press, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals. If...
View ArticleCary Wills and Trusts Lawyer Offers Ways to Approach “Tough Conversations”...
Time and time again, when I meet with clients that have parents living, they begin to realize that they have no idea where their parents stand in terms of having the right plans in place to protect...
View ArticleEstate Planning Lessons From Tony Soprano
51-year-old actor James Gandolfini tragically died of a heart attack on June 19th, 2013. He was vacationing in Italy with his family at the time. Gandolfini is perhaps best known for his role as Tony...
View ArticleHelping Families Deal With the Financial and Emotional Costs of Dementia
As many of you know, May is National Elder Law Month. The National Association of Elder Law Attorneys (NAELA) has declared this month the time for Elder Law attorneys across the nation to take time...
View ArticleOverlooked Issues in Estate Planning
Most of us have considered the estate planning basics. Who do I want to inherit my assets? Should I use a living trust? However, many important details are often overlooked. These tiny details can mean...
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