Lady Bird Deed in North Carolina: What You Need to Know

When it comes to protecting your property and planning for the future, a Lady Bird Deed can be a valuable tool for North Carolina residents. Lady Bird Deeds are becoming increasingly popular for good reason—they allow you to retain control of your property while planning a seamless transfer to your loved ones. At the Trusts…

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Trustee vs. Executor of a Will: Roles and Responsibilities Explained

Understanding the difference between trustees and executors is essential when planning your estate. These roles carry distinct responsibilities, and appointing the right person can ensure your wishes are honored while avoiding unnecessary legal complications. Our firm has guided many families through the estate planning process, and we know how important it is to get these…

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How to Incorporate Charitable Giving into Estate Planning

Charitable giving can be one of the most meaningful ways to leave a legacy that reflects your values. When thoughtfully integrated into estate planning, it allows you to support causes close to your heart while also enjoying potential financial benefits. At the Trusts and Estates Law Group, we understand the importance of planning for the…

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Think Estate Planning Isn’t Necessary? Here’s Why It Might Be

Imagine facing a sudden event in which you cannot make your wishes known. It’s an unsettling thought, but one that highlights the importance of estate planning. At the Trusts and Estates Law Group, we’re here to help North Carolina residents gain control over their future—no matter their age or assets. Why Estate Planning Matters Creating…

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Key Considerations in Estate Planning for LGBTQ+ Families

Estate planning for LGBTQ+ families involves unique challenges and opportunities. Understanding these key considerations is essential to ensure your wishes are respected and your loved ones are protected. Understand Your Marital Status in North Carolina The 2015 Supreme Court decision legalized same-sex marriage nationwide, but complexities remain. To avoid inheritance issues, ensure all past relationships…

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First Steps of Estate Planning

If you’ve recently lost a loved one, please accept our condolences. The weeks ahead will be difficult on many levels, handling the estate of the lost included. Our experience suggests that the steps below apply in most circumstances and will help guide you through the next several weeks. Notify family and friends of your loved…

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