A Change I Wanted You to Know About

I’m writing to share an update and some exciting news with you. I have joined the Trusts and Estates Law Group, where I will continue my estate planning practice and my commitment to guiding individuals and families through thoughtful, well-prepared planning for the future. My approach to estate planning has always been rooted in the…

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Is It Possible to Sue a Family Trust? What You Should Know

Family trusts are meant to protect assets, carry out long-term plans, and reduce conflict. Even so, disagreements can surface when beneficiaries have questions about management, distributions, or fairness. In certain situations, legal action may be the only way to resolve those concerns. At Trusts and Estates Law Group (of North Carolina), we approach trust disputes…

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Signs of Undue Influence in Wills and How to Prove It

Questions about a will often surface at an already difficult time. When a document changes late in life, or a new beneficiary appears unexpectedly, it can leave family members wondering whether the will truly reflects their loved one’s intent. At Trusts and Estates Law Group (of North Carolina), we help families honor their loved one’s…

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How to Approach Estate Planning Conversations with Parents

Bringing up estate planning with a parent can feel heavy, yet waiting often leaves families scrambling in a crisis. At Trusts and Estates Law Group (of North Carolina), PLLC, we focus on plans that respect a person’s life, work, and charitable goals. Our firm helps families talk through tough choices with care and plain language.…

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Living Trusts in NC Explained: What You Should Know

Estate planning can feel like a lot of moving parts at once, and living trusts often raise the most questions. At Trusts and Estates Law Group (of North Carolina), we are committed to honoring the life, work, and charity of every person who sits across from us. We take pride in offering thoughtful guidance and…

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Have You Completed Your Year-End Financial Checklist?

As the holidays sweep in, many of us find ourselves juggling family time, travel, and loose ends we meant to tie up weeks ago. Even with all that happening, these last days before January 1 offer a simple chance to give your family more peace of mind. Estate planning isn’t just another task. It’s a…

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Common Estate Disputes and How to Avoid Them

Grief and family history tend to collide during probate, which is why small disagreements can turn into bigger fights. Promises get mixed with memories, and suddenly, the simplest question, Who gets what?, feels heavy. At Trusts and Estates Law Group of North Carolina, PLLC, we focus on plans that honor each person’s life, work, and…

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What to Bring to Your Estate Planning Meeting

Scrambling for papers the night before a meeting is no fun. A simple checklist can turn that stress into confidence and help your first session move faster. At Trusts and Estates Law Group (of North Carolina), we aim to honor your life, work, and giving, and that starts with a clear picture of you and…

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How to Make a Valid Will in North Carolina

Who should receive your home, savings, and keepsakes if tomorrow goes sideways? A valid North Carolina will puts your wishes in writing, and it can spare your family from messy guesswork. At Trusts and Estates Law Group (of North Carolina), we honor each person’s life, work, and charity through thoughtful planning, and we support families…

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