Estate Planning

Posted by | December 11, 2018
Raleigh Estate Planning Projects to Tackle in the New Year

As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or...

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Posted by | November 19, 2018
The Pros and Cons of Payable on Death Accounts

One of the most common goals of estate planning is avoiding probate.  Probate is the court supervised process whereby your executor or administrator marshals your assets, pays your debts and...

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Posted by | November 14, 2018
2018 Midterm Elections: What Do They Mean For Your Estate Plan?

Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop...

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Posted by | October 5, 2018
Are Joint Accounts An Effective Estate Planning Technique?

If You Think Joint Accounts Are An Effective Estate Planning Technique, Think Again. Joint accounts with banks, credit unions or other institutions are widely used and accepted and they certainly...

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Posted by | September 20, 2018
Joint Ownership of Real Estate and the Law of Unintended Consequences

Joint ownership of real estate is often a substitute for or a result of estate planning.  Typically, people either create joint tenancies during their lives with children and other heirs...

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Posted by | September 15, 2018
Why College Age Kids Need Estate Planning Too

Sending Your Kids To College?  You May Be Forgetting Something Critical. Why College Age Kids Need Estate Planning, Too. Whenever you raise the issue of estate planning for college students, the...

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Posted by | September 8, 2018
Essential Estate Planning for Newlyweds

What To Do After You Say “I Do” by Stephen P. Stewart, Esq. After the vows are spoken and you return home from the honeymoon, there is still something you...

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