Benjamin Franklin once said, “You may delay, but time will not.” We all get busy and we all put things off on a daily basis. Most of the things we delay in getting done, like grocery shopping and getting gas, will probably not dramatically change your life if you get to it on Friday instead [...]
Tag Archives: Beneficiary Designations
January 12, 2012
Another Reason To Hire An Attorney To Do Your Will Or Trust
Farrah Fawcett passed away a little over two and a half years ago. She had some great legal advice in that she put her wishes in writing via a Trust. Far too often you see wealthy individuals in the spot light pay thousands for a pair of shoes, but don’t ever invest in good legal [...]
January 10, 2012
Estate Planning Presentation – Buddy Kemp Cancer Center, Charlotte, NC
Please join me on January 17, 2012 at The Presbyterian Buddy Kemp Cancer Support Center. Whether you are healthy or ill, wealthy or poor, young or old, Estate Planning does not discriminate. Everyone needs to have a written plan in place. Come find out what steps you need to take to get your affairs in [...]
December 19, 2011
What Is The Difference Between A Trustee And An Executor?
This is a great question and it is often asked at my consultations. An executor is a person named in a Last Will and Testament. This person’s role is to submit the original Last Will and Testament to the Probate Court in the county where the person died and request authority from the Clerk to [...]
December 12, 2011
“I Don’t Need A Last Will And Testament.” Are You Sure About That?
I hear this often. And to be honest it is a legitimate question. After all, without really knowing what happens when you do not have anything in writing, how can you really know if you need a Will or not? At every stage of your life there are different things to think about. However, the [...]
December 7, 2011
10 Life Events That Should Trigger A Review Of Your Estate Plan
I know that reading your Will or Trust is not the most interesting reading material you have laying around your house. However, for your estate plan to work it is important that it changes as your life changes. No estate plan should ever be treated as a sign it and forget it document or stuffed [...]
December 6, 2011
Do Your Beneficiary Designations and Will or Trust Match Up?
Many people think that whatever their Will or Trust says is what goes. Well, this is somewhat incorrect. The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make. For example: Your money market account you own alone has [...]
November 9, 2011
It Could Happen To Any Of Us At Anytime
My best friend and I talk almost every day, at the very least every other day. I have to admit we don’t always have something “important” to say, but we have been friends for almost 25 years so I guess you don’t need to justify the call with a reason. So, when I called [...]
September 26, 2011
It IS All About You!
I over-heard something while attending a health fair the other day at a retirement community. An older adult child was attending the fair with her older parents; if I had to guess they were in their early 70′s. Mom stopped to talk to me about why she needed a will at her “old age” (her [...]
August 22, 2011
How To Obtain A Death Certificate In North Carolina
The loss of a loved one may be a very difficult and frustrating time for some. If you have recently lost a loved we are sorry for your loss. The steps to take now can be overwhelming, but requesting a death certificate is a great place to get started. You will need a death certificate [...]