When you pass away, your Last Will and Testament will guide many important decisions, including who will execute your estate (including how that estate will pay any debts or taxes), who gets your property, and who will take care of any minor children you've left behind. As such, it's important that you create a will.…
Read more
Estate Planning While Pregnant? Here are 3 MORE Tasks to do NOW!
If you've been following along, we recently started a discussion about estate planning while pregnant. So, if you're expecting a new baby, here are 3 more tasks you should do right now! Estate Planning While Pregnant Task #5: Designate Powers of Attorney We often think of powers of attorney (also known as POA) during medical…
Read more
Estate Planning While Pregnant? Here are 4 Tasks to do NOW!
Are you expecting a new baby? Congratulations! Bringing a new baby into the world is an incredible gift, but it can also be quite overwhelming. While there is certainly enough to keep you occupied during those 9 months of waiting, don't forget to start putting a plan in place should the unforeseen ever happen to…
Read more
Estate Planning in Raleigh: 4 Risks to Consider When Planning for Retirement
There are generally two main reasons why you would start the process of estate planning: to protect any minor beneficiaries in your care or to protect adult beneficiaries from making bad decisions. As part of that process, your finances are reviewed and your retirement plan is taken into consideration. That said, our world has dramatically…
Read more