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Articles Posted in Estate Planning Lawyer

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Why “Regular Folks” Need an Estate Plan

An estate plan does a lot more than distribute your assets among family members and organizations that share your values. It also protects you and your loved ones. That’s why everyone needs an estate plan, especially if you have minor children. It’s amazing that some people still think they don’t…

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Britney Spears Pets Live Large, but Without a Pet Trust, Their Luxe Life Is Vulnerable

Britney Spears five dogs enjoy the same quality of life as she does, but without a pet trust, if anything happened to her, their lavish lifestyle would be at risk. Pet trusts are no longer the exclusive province of the rich and famous, but a recent article in Trust Advisor…

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A Legacy of Service Will Continue Now that Estate Battle is Settled

At last, a happy ending for the estate of the late Veronica Shoemaker, a community activist who made service the heart of her life and business. With the conclusion of the estate battle, Mattie Young, the daughter of the late Veronica Shoemaker, will now be able to keep her mother’s…

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Strong Trust Planning is Important When One Spouse is Not a U.S. Citizen

With many tech companies, universities and businesses, North Carolina has become home to many resident aliens who contribute greatly to the state’s growth. Estate planning requires special knowledge of non-citizen tax rules. More than $1 billion in annual foreign direct investment gives North Carolina’s private sector employment a huge boost,…

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Daughter Sues Mom, Charging Her with Draining Her Inheritance

Legal battles that lasted longer than the marriage, continue to plague the daughter of a real estate investor. A court action brought by a young woman, whose mother devoted nine years to gaining control of her trust fund, is now trying to free herself from her mother’s financial grip. Her…

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Can an Estate Plan Protect an Adult Child with an Addiction or Mental Illness?

When all of your time is spent battling the challenges of mental illness or addiction, it’s hard to imagine what the future will bring.  However, that’s exactly why estate planning is so important. It’s not an easy issue to discuss with an estate planning attorney for the first time.  However,…

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Wrong Answers to Two Misconceptions about Estate Planning

The moment you become a parent, you need a will. The same is true once you acquire any kind of asset that you want to give to someone after you die. It’s really that simple. The reasons why so many people don’t think they need a will fall into a…

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Four Decisions at the Heart of Retirement Planning

Are you surprised that such a complex topic can be divided into just four sections? Once these difficult tasks are accomplished, you’ll have some much needed perspective that will help the rest of the process along. According to a recent article in Forbes, “How Much Do You Need To Retire:…

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Savvy Tips for Dealing with an Inheritance

Inheritances by their very nature, create many mixed emotions. While you are grateful for the inheritance, you are grieving, which is a painful experience that impacts decision-making skills. Perhaps the most important thing to know when you are grieving the loss of a loved one and expect to receive an…

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Senior Weddings Call for a Different Kind of Planning

If you’re walking down the aisle again, there are a number of smart steps to take before you say “I do” another time. Just as your life was probably simpler the first time you married, your subsequent marriage, especially if it occurs late in life, can become problematic, if good…

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