Sometimes, things can happen within a six month period and people never think to reflect these changes in their estate plan. Whether it’s a newborn child, a graduated child, divorce, or a business matter, you’ll want to ensure these things get documented in case your plan might need to be used in an untimely manner. Below, you’ll find a checklist Continue Reading
Estate Planning for Retirees, Part Two
Welcome back! We are here to talk more about how retirees should plan in the event of an untimely death. Estate planning in Raleigh is it something that most people rarely think about, especially during the joy of retirement. This time is happy and exciting. Estate planning isn’t fun or exciting. In fact many people find it boring or sad, Continue Reading
Estate Planning for Retirees, Part One
Are you planning to retire soon? If so, congratulations! This is an exciting and happy time. Most people work for 30 or more years before being eligible for retirement. That's almost a whole lifetime of working. A break is deserved. We hope you enjoy your retirement years and you're able to relax, travel or do whatever it is that makes Continue Reading
Difference Between an Estate Executor and a Trustee, continued
A trustee is someone who handles anything that is held in a trust and is named in said trust. When planning an estate, a person can choose to create a living trust, which can prevent the need for probate, making the duties of the trustee easier. In most cases, the trustee will have similar duties to the executor with the Continue Reading