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posted: January 7, 2013
When it comes to Estate Planning timing is everything. Some say it would be wonderful if we each had a crystal ball; this way we would know when we would die and when and if we would get sick. Personally, I think a crystal ball would change our daily lives so drastically that it would [...]
posted: December 13, 2012
If you have moved to North Carolina from another state, I would recommend you have your documents reviewed by an experienced estate planning attorney licensed in North Carolina. Each state has its own signing and witnessing requirements that must be made part of each Last Will and Testament for the Court to accept it as [...]
posted: December 10, 2012
If you have a Revocable Living Trust (or a Last Will and Testament for that matter) you need to consider several things. A very short list (very very short list of what you need to consider!)… 1. what are your asset? 2. what is the value of each asset? 3. who is to receive your [...]
posted: November 12, 2012
As the days grow shorter and the nights get colder we anticipate all that comes with changing seasons, particularly the holiday season spent with family and friends. Our days are busy ones with getting children ready for school, running them to practice, daily errands and keeping a home. Days inevitably run into each other and [...]
posted: October 26, 2012
posted: October 23, 2012
If you live in North Carolina and are not certain where your designated voting location is, visit North Carolina Polling Place Locator. Insert your home address and you will be directed to your designated polling location.
posted: October 19, 2012
Too often I hear clients say that they want to come in to see me but they need to first decide on who to name as Trustee or Executor or Guardian or Agent, etc. Do not let your uncertainty or confusion be the reason you do not visit with an estate planning attorney today. As [...]
posted: October 17, 2012
Confession time! I played a little hooky from work the other day and treated myself to a manicure in the middle of the day nonetheless! My enjoyment for that hour or so is the peace and quiet. It’s not having to make too much conversation or maybe reading up on some People stories. I do [...]
posted: October 8, 2012
Once again, we have arrived at “Leave a Legacy Week” here in Charlotte, North Carolina. Pursuant to Mayor Anthony R. Foxx’s proclamation, October 15, 2012 through October 19, 2012 is “Leave a Legacy Week” in Charlotte, North Carolina. Too many families do not have a Will or a Trust in place. And, far too many in [...]
posted: September 19, 2012
Walter Samaszko Jr. was found dead in his Carson City, Nevada home sadly about 1 month after he passed. He didn’t have any close family and left no written Will or Living Trust behind either. Seems like he may have had approximately $180,000 in other cash assets. But, is that all he really had? A [...]
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