by Admin | Oct 4, 2021 | Wealth and Estate Planning
When the assets of a deceased person need to be distributed to their heirs after death, the process is referred to as Probate. During this process, an Executor (who is generally chosen by the Testator prior to their death) is responsible for properly dividing up the...
by Admin | Sep 28, 2021 | Wealth and Estate Planning
When you’re looking to pass your wealth along to family and loved ones after your passing, a Trust is a commonly used tool to make sure your family and loved ones are protected. Dynasty Trusts take this a step further, offering benefits beyond a standard Trust and...
by Admin | Sep 24, 2021 | Wealth and Estate Planning
The duty of care owed by Executors to the beneficiaries of an Estate is integral to the probate process. Assessing the mental capacity of an individual to act as the Executor is vital if there are concerns that the person may not be able to discharge their duties...
by Admin | Sep 22, 2021 | Wealth and Estate Planning
The loss of a spouse is one of the most difficult things a person can endure and dealing with Estate and financial issues can make it harder. The “Year’s Allowance” is designed to make the financial burden easier for North Carolina families in the short term by...
by Admin | Sep 8, 2021 | Wealth and Estate Planning
Most people have heard of Estate Plans, especially as it relates to their Will, or more specifically, the distribution of their individually owned property at their death. However, when it comes to Estate Plans and businesses, most business owners may not be aware of...
by Admin | Aug 18, 2021 | Wealth and Estate Planning
While separation among young couples is becoming less common in the United States, divorce cases among older people, also known as “gray divorce”, is rising. According to the Pew Research Center, the divorce rate for Americans aged 50 and over is about twice the...
