Latest Blog Entries

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 […]

Criteria For Naming a Guardian in a Will

One of the most important responsibilities set forth in a will is who should get guardianship of your children should anything happen to you before your kids are grown.  Knowing who to trust with such a weighty, noble task is tough. Taking your time to decide is important. The state of North Carolina has created some […]

What To Do About Children Who Like To Spend

One of the main reasons our clients get involved in estate planning is to provide loved ones with protection from claims of future creditors, and “predators” such as divorcing spouses or lawsuits.  If you leave your property to your child as an outright distribution, the property will not be protected from these things, but by […]

What does a divorce have to do with your Estate Plan?

If you already have Advanced Directives (Durable Power of Attorney and Health Care Power of Attorney) in place and you are going through a divorce or are recently divorced, you have some very important steps to take NOW! Without a doubt, your divorce will have a major impact on your estate plan. I know…this is […]

It is not just any old business…it is your LEGACY!

Ernest Becker, the Pulitzer Prize-winning psychologist and author of The Denial of Death wrote, “…what man really fears is not so much extinction, but extinction with insignificance.” Estate Planning is so much more than the distribution of “things” and “money”.  Estate Planning, if you truly look to the underlying motivation of why we even create an Estate […]


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