Estate Planning Blog

Often the biggest obstacle to estate planning revolves around family dynamics. How parents, children, siblings and others interact with one another can guide or derail a plan for efficiently transferring assets from one generation to the next. The start of the…

Just as so many baby boomers and other Americans are entering the stage of life when they are want to reap the rewards of a lifetime of work, the COVID-19 coronavirus has disrupted everything. Those of us who assist seniors…

It’s fair to say that we are living in a new age of uncertainty with the coronavirus pandemic. Concerns over the COVID-19 pandemic have “led to a skyrocketing demand for wills, even among those who aren’t senior citizens,” according to…

As the coronavirus spreads throughout the United States and projections indicate that tens of thousands of people will succumb to the deadly virus, various publications are reporting that Americans are rushing to create wills through online services. While having a…

Now more than ever, families are concerned about getting their affairs in order. Brady Cobin Law group is doing our part by waiving the cost of our initial consultation for all prospective estate planning clients. Additionally, we are extending a discount for our front-line workers. We offer secure video Conferencing and…

Don’t assume that when you retire your tax liability automatically shrinks. You should start planning tax-efficient strategies now to ease your future tax burden in retirement. Taxes are one of the most overlooked challenges of retirement finances. We typically think…

It is a mistake to put off preparing a will in North Carolina. Dying without a will causes your surviving family members unnecessary legal headaches and may result in your money and property going to people who you would not…

Being chosen executor of an estate indicates that you are capable and trustworthy. You are most likely a family member, a close friend or attorney of the individual who has asked you to ensure their final wishes are carried out….

As you consider what you will pass on to your heirs and other beneficiaries, do not overlook your digital assets. If your virtual property – anything from digital music you’ve bought to website content, Bitcoin or other cryptocurrencies – has…

Your estate planning documents — wills, health-care directives, powers of attorney, trusts — are essential records that explain your end-of-life wishes and desires. Therefore, these documents must be kept in a safe location until they are needed. They are only valuable…