Concerned About Coronavirus? You Don’t Need to Leave the House to Meet with Our Lawyers.

the Trusts and Estates Law Group remains available during coronavirus pandemic.

Now more than ever, families are concerned about getting their affairs in order. the Trusts and Estates Law Group group is doing our part by extending a discount for our front-line workers. We offer secure video Conferencing and drive-thru signings to keep you safe. Give us a call and schedule your consultation today. We all have a duty to keep ourselves, our families,…

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Is Your Retirement Plan Prepared with Taxes in Mind?

happy couple because they planned well for retirement with taxes in mind

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 about outliving our assets, the high cost of health insurance and nursing home care or…

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Where to Safely Store Your Estate Planning Documents

estate planning storage plan

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 to you and your loved ones if the documents can be reviewed and followed when…

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Trusts and Estates Law Group Hosts “What Does Retirement Look Like For You?” Event in Raleigh, NC

the Trusts and Estates Law Group recently hosted a “What Does Retirement Look Like For You?” event in Raleigh, NC. Estate planning lawyer Andrew Cobin organized the Trusts and Estates Law Group retirement event, which was held on August 14th. He welcomed guests to a retirement discussion focusing on three topics: The challenges and new…

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10 Mistakes To Avoid In Inheritance Planning

estate planning checklist on a smartphone

The time to sit down and do estate planning including a will, health care directive, powers of attorney is when you have time to think about what you want and are not rushed to make potentially difficult decisions. An estate planning attorney at the Trusts and Estates Law Group in Raleigh can help you ensure…

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Trusts and Estates Law Group Provides Estate Planning Needs Assessment Tool on Website

The estate planning attorneys at the Trusts and Estates Law Group offer an easy-to-use online calculator to assess your estate planning needs. Estate planning is about planning for the orderly distribution of your assets while minimizing estate and income taxes. Having a well-structured estate plan ensures that your wishes are carried out after a disability…

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Same-Sex Couples Need Estate Planning, Too

same sex couple embracing one another

Since same-sex marriage became legal throughout the United States in 2015 with the Supreme Court’s decision in Obergefell v. Hodge, many same-sex couples have realized that they can benefit from estate planning. Making decisions about the disposition of your accumulated wealth and property, providing power of attorney for critical decisions, and stating end-of-life health care…

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Update Your Estate Plan Annually

elderly couple talking to an estate planning attorney

As your life changes, so should your estate plan. At the Trusts and Estates Law Group, we advise family planning clients to revisit their estate plan every year to ensure that life has not passed it by. Whether you have experienced a significant life event such as the birth of a baby, change of marital…

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