Estate Planning

August 15, 2017

Eighteen-Year-Olds Are Adults

I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]
September 13, 2016

One Last Gift: A Planning Guide for Survivors

For two and a half years I cared for my father after he moved to […]
November 28, 2014

Wise Charitable Giving Via Beneficiary Designations

In spite of charitable intent, many generous folks fail to include charities in their estate […]
September 28, 2013

Federal estate-tax law permanence and NC repeal: Time to revisit your plans

Amid a host of headlines out of Raleigh is the news that North Carolina has […]