Latest Blog Entries

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 […]

Mother’s Day Message

I have always said that Estate Planning is so much more than just creating your documents and getting your assets to the right people.  Family values, religious beliefs, dreams you have for your children are all important as well. What if you don’t get the opportunity to share things with your children and family? Listen […]

How Can An Accredited VA Attorney Help Me?

How can an accredited VA attorney help you with VA pension planning? The simplest answer is — they can get you more of the benefits you are entitled to receive. The Department of Veterans Affairs (VA) is known for being incredibly complicated and confusing. Even their own employees have a difficult time finding which way is up […]

Reviewing Your Will

If you’ve taken the time to create a Will, you’ve done so because you love the people closest to you who will be here when you’re gone. Even if some time has passed since you’ve created that Will, your love has not changed, but very likely a lot of other important things have.  Taking the time to review […]


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