Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Using a survivorship deed

If you want to avoid the probate process, consider using a survivorship deed. Is this estate planning tool right for you?

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Who's the next of kin in case of inheritance?

The 'next of kin' concept isn't complicated, but it does vary by state and also determines who inherits if you die without a will.

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How to get a copy of a will

If you want to obtain a copy of a will for legal reasons or simply out of curiosity you may be able to access it simply by requesting it.

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What is a durable power of attorney?

When power of attorney is made durable, it remains intact if you cannot make decisions for yourself.

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How do I transfer title of a property from a person to an LLC?

Transferring your real estate holdings to an LLC may limit your personal liability for claims or lawsuits involving the property.

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What changes should you make to your estate plan during the coronavirus pandemic?

As the death toll from coronavirus continues to rise around the world, many people have drafted or revised their estate plans, as a safety precaution…

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Why you should consider creating a testamentary trust

Testamentary trusts are common estate planning tools for those with minor children. Find out whether this type of trust is right for your situation…

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Using an intentionally defective grantor trust to protect your assets

An intentionally defective grantor trust (IDGT) is an estate planning tool that can help preserve your assets for your beneficiaries. Get the details…

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Simple trust vs. complex trust

Before you set up a trust, it's important to understand the different types available and the implications of choosing one.

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Power of attorney requirements in North Carolina

Let's go over North Carolina's requirements for granting Power of Attorney.

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