Category Archives: charlotte wills and trusts

Not many had these 10 things on their 2014 Resolutions list! You should!

posted: January 9, 2014

Happy New Year!  Now that the champagne has been consumed and the party horns have been put away, it’s time to really begin the New Year.   You may or may not be sticking to those resolutions you made on January 1st, but even if they are a vague memory at this point, I challenge you […]

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Do Your Beneficiary Designations and Will or Trust Match Up?

posted: December 6, 2011

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 […]

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