Latest Blog Entries

3 basic types of financial powers of attorney

A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act in your place for financial purposes.  It is a very important estate planning tool, but in fact there are several different types of powers of attorney that can be used for different purposes. Before executing this crucial document, […]

True story of how making changes yourself to your will is a bad idea

Just as making a will without the help of a qualified attorney can be dangerous, trying to change an existing will on your own can fail as well.  A recent court decision in Minnesota serves as a cautionary reminder to anyone thinking of altering their estate plan on their own. Esther Sullivan executed a will in […]

Senate Passes Special Needs Trust Fairness Act – in the hands of the House

The Senate has unanimously approved the Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others. Now that the legislation has cleared the Senate, action moves to the House, where a companion bill has been tied up in the Energy and […]

The 5 Components of Estate Planning

Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid estate plan. A good plan should be designed to avoid probate, save on estate taxes, protect assets if you need to move into a nursing home, and appoint someone to act for you […]

Don’t Have Your Loved One Rolling In Their Grave By Making These 4 Probate Mistakes

Probate is the Court process to settle a person’s estate after their death. The process carries with it several potential problems and risks. Knowledge of such pitfalls can eliminate or reduce the difficulties. 1.  Missing Documents: A Will names an Executor (also known as a “Fiduciary” or “Personal Representative”) to probate the Estate. In order […]

“Get Your Ducks in a Row” Estate Planning Workshop – This is the last one until 2015!!

CALL US:   (704) 843-1446 EMAIL US:   [email protected]  REGISTER ONLINE CLICK HERE: I WANT TO ATTEND!

How To Write A Will

How to Create a Will Plan It’s not pleasant to think about it, but you know you need one. So how do you prepare for your meeting with your attorney to assist her in writing a will? Here are a few tips to help you get started: Inventory Your Assets One of the first things […]

Can your Estate Plan really protect you this Summer?

As summer approaches, many of us will be planning vacations. Some of us may take our children and others may decide a “grown up only” vacation is well needed!  Either way, the number of cars and length of time we each spend on the roads increases. Naturally, with the increase of drivers on the road, […]

Who Should Have a Revocable Living Trust?

A revocable living trust (RLT) is a legal estate planning document that owns certain assets for the benefit of the creator of the Trust and ultimately for the benefit of the trust beneficiaries. The advantages of establishing a revocable living trust far out weight the minimal disadvantages for most. Advantages of a Revocable Living Trust […]

The Value is in the Experience

Society pushes every day for faster results and quicker responses in our “make-it-happen-now” world. Fewer and fewer people fail to truly recognize the value of important planning tools available to them to help avoid a crisis in the future. High net worth individuals and couples must understand the value in enlisting the help of an […]


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