What is a Trust and Why Do I need one for Estate Planning?

what is a trust

One of the most common questions I get from people during their initial meeting in my office is “what is a trust and why do I need one ?” It’s a question I get asked over and over, in part because a trust is one of the foundational elements of a comprehensive estate plan. So […]

What is a Power of Attorney in North Carolina?

power of attorney

I frequently get asked about Power of Attorney (POA) forms, what they are, how they are used, and who should use them. I previously wrote about this topic in this post. So let’s start with some basics… What is a North Carolina Power of Attorney? In simple terms, a power of attorney is defined as […]

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 […]

The Beginner’s Guide to Estate Planning for Young Families in Cary, NC

estate planning north carolina

This past week, I attended several networking meetings. When I told people that I was an estate planning attorney for young families in Cary, I was absolutely blown away at how many people really didn’t understand what estate planning is, or the benefits and peace-of-mind that a carefully thought out estate plan can bring to you […]