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Blog Posts in Estate Planning Resources

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  • Wealth Planning Changes for 2022
    Wealth Planning Changes for 2022

    Friends, As we welcome another year, we wanted to share some observations with you from the wealth planning side of our estate planning practice. As is often the case, and all the more frequently when ...

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  • COVID-19 Sparks a Surge in Triangle Estate Planning Measures
    COVID-19 Sparks a Surge in Triangle Estate Planning Measures

    Essential Workers Facing the Daily Threat of Infection Are Updating Their Wills Coronavirus cases continue to rise despite our initial beliefs and wishful thinking that the epidemic would be ...

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  • When to Start Estate Planning
    When to Start Estate Planning

    Estate planning is the process of arranging for the management and disposal of your estate and assets during your life and after you pass away. Estate planning encompasses everything from wills and ...

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  • Can Estate Planning Include an Unmarried Partner?
    Can Estate Planning Include an Unmarried Partner?

    Estate planning encompasses various legal documents and processes that ensure your wishes are fulfilled after you pass away. Wills, trusts, and powers of attorney are all part of the estate planning ...

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  • What's Missing From Your Child's Off-to-College List?
    What's Missing From Your Child's Off-to-College List?

    Our main office sits in between Duke University and UNC Chapel Hill. This time of year, we steer clear of the local Target as new co-eds elbow through pillows, shower caddies, and the like, searching ...

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  • Estate Planning For Legacy Real Estate
    Estate Planning For Legacy Real Estate

    One of the primary reasons for planning your estate is to make sure that your assets go where you want them to after you’ve passed away. If you’re a parent, it’s likely that you’ll want to use your ...

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