What is a Power of Attorney and Why is it so Important?

What is a power of attorney

I’ve done a lot of posts on this blog talking about powers of attorney in North Carolina, what they are, why they are important, and why you need to have one. I’ve even talked about some of the pitfalls and mistakes people make with powers of attorney. I’ve had a number of clients recently that have […]

How to Choose a Guardian for Your Children

how to choose a guardian

One of the common frustrations I’ve heard from other parents that don’t have an estate plan in place is that they don’t know how to choose a guardian for their children. As a result, they don’t pick anyone, and they fail to put a plan in place. Needless to say, this is a big problem. Remember […]

A True Gift for Your Family… The Legacy Conversation

legacy conversation

I’ve been very open about the fact that my mother died last January. I still remember the last “real” conversation I had with her. I was getting my tires changed and picking my car up from the shop. It was around New Years, and I let her know that I had planned to fly home […]

The Simple Guide to Using Trusts in Estate Planning

Trusts in Estate Planning

I get the sense from talking to many families and a lot of lawyers too, that most people are confused by trusts and aren’t sure whether they need to use trusts in estate planning. Depending on who you ask, you will typically get a different answer. So for purposes of today’s post, I want a […]

Life Insurance and Estate Planning… Like Peanut Butter and Jelly

life insurance and estate planning

Life Insurance and Estate Planning go together perfectly. You really can’t (or shouldn’t) have one without the other. Just like peanut butter and jelly… and I love me a good PB&J… yum. But until about 6 years ago, I had never given life insurance (or estate planning) much thought. My Wife’s Grandfather was a career […]

Choosing a Guardian for Your Children… What You Need to Know

choosing a guardian

Many parents I first talk to don’t know the first thing about choosing a guardian for their kids. And frankly, why would you? We all believe that we are going to live forever and our kids would never need to have a guardian appointed to take care of them. But this is one of the […]