All too often you hear of medical crisis’ happening worldwide.  When these unfortunate circumstances take place, they bring light to the fact that this could happen to anyone.   As an estate planning attorney for the Triangle area, I help guide my clients in preparing for these moments when an event unexpectedly leaves you unable [...]

Divorce can be a difficult process with many details to consider. However, one of the larger details to consider is the estate plan. It can be a tricky road to navigate, but with solid legal advice and counsel, the details can be taken care of and your estate plan will reflect your wishes in your [...]

Once an estate plan is written, people are given peace of mind that their assets will be secure and their beneficiaries will get exactly what they need. However, an estate plan can’t be put on the shelf and forgotten. Like any living document, an estate plan should be reviewed on a semi-regular basis or at [...]

Before we get into why it is critical for you to get a living will we need to establish what a living will is. Living wills are legal instructions in which you make known to everyone, including your doctors, your wishes about you want done medically if you are near death and you are unable [...]

There are many assumptions and ideas that people have about retirement and reitrement plans. Many of these ideas come from our parents and grandparents when they are speaking about retirement.  However, the retirement we are planning for is much different the retirement our grandparents, or even our parents, are preparing for in most cases. [...]

There are many important steps to go through when doing estate planning. One of the steps we’ve spoken about in the estate planning process is providing for children and dependents. Although it may seem like you have little control over providing for them besides simply leaving money and assets, there are ways to ensure [...]

Estate planning can be a hard conversation to have not only with themselves but also with their parents.  For many people, it reminds them of their mortality and about realities they don’t want to face about aging. As touchy as the topic may be though, the conversation needs to be started so that if anything [...]

How much have you thought about your estate recently? There can be many misconceptions about estate planning, but let’s look at the truth. Estate planning is… For anyone with property or assets Deciding who will have power over financial and health care decisions Determining how family will be cared for With that said, it’s [...]

Estate planning is the process of deciding what would happen if unforeseen circumstances happened to you. It is important to take the necessary steps now to ensure what you want will be carried out properly. Estate planning not just for the wealthy - having an estate plan is an essential part of responsible planning [...]

Having a baby is an exciting time! As new parents are adjusting to their new roles, it is important to consider revisiting the estate plan to include your new baby in your wills.  The most common reason I hear from my clients about why they have decided to have a will drafted or to talk [...]