Two Convenient Office Locations – Charlotte And Indian Trail
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Writing a will allows you to select people who should receive your assets. When you pass away, your assets are all gathered, debts are paid, and then what is left goes to the people named in the will. If all of your heirs are adults, this may feel like an easy and...
Executing an estate gets easier the more you do it. Yet, most people only ever do it once, meaning they are likely to make mistakes that cost time, money, and, in some cases, trust. If you are named as executor, it is likely by a close family member or friend....
When you set up an estate plan, you choose who you wish to leave things to. Yet, each year, many people do not manage to achieve this. They die, and some of their assets go to the wrong people. If you make one of these estate planning errors, you will not see the...
In many cases, the community members we serve in Charlotte and Indian Trail, North Carolina, are new to estate planning. They do not know where to begin or how to get started. Unfortunately, confusion about estate planning usually results in two mistakes. Ignoring the...
As you begin your estate planning, you know that one of the most important decisions you’ll need to make is who will be the executor of your estate. The executor makes sure that your estate plan is carried out the way you specify and handles responsibilities like...
You are responsible and prudent in all of your affairs. Because you want to ensure that your family is in a good place financially after you pass on, you have done your estate planning — powers of attorney, wills, trusts and everything they will need to adjust to life...
At one time, residents of Indian Trail and Charlotte, NC, believed estate planning was only for the wealthy. Today, more people have come to recognize the many benefits that come with estate planning. A few of these benefits include: Helping minimize the expenses and...
Embezzlement is a more complex form of theft. It is typically financial -- stealing cash, not physical assets -- and it revolves around workers who think they can cover up that theft. It’s not just taking money and hoping no one notices. Instead, it could be a complex...
Everything from religion to family history and personal preference influence your feelings about medical treatments. For example, if you watched your grandfather struggle while caring for your grandmother on life support, you may have decided long ago that you don't...
