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In: About Us, Awards & Honors, News and Updates

This yearā€™s honor in Business North Carolina Legal Elite Hall of Fame is one of Jasonā€™s many accolades as a recognized leader of Estate and Business Planning law. We are quite proud of his many outstanding accomplishments, as well as, his numerous peer and professional recognitions for the practice of Estate and Business law! Continue Reading

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What is Asset Alignment? Assets must be aligned with your Trust or Will to keep them out of Probate court and accomplish the many things they are designed to do. This legal strategy is called “Asset Alignment” (also known as the “funding” of a trust). Asset alignment ensures that allContinue Reading

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Online Estate Plan Self-Audit Review Tool

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In: Estate Plan Mistakes and Misconceptions, Estate Planning, Legal Resources, Online Tools, Plan Review

NEW! Try Our Online Estate Plan Self-Audit Review Tool Use our ONLINE Estate Plan Self-Audit Review Tool to check up on your Estate Plan & determine if it might be time to talk to your attorney about an update! What Life Circumstances Affect Your Estate Plan’s Status? There are someContinue Reading

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In: Asset Alignment, Estate Administration (Probate), Estate Planning, Legal Resources, Uncategorized

How to Help Your Loved Ones (and Assets) Avoid Probate Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship orContinue Reading

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In: Legal Resources, Surplus Funds

Has an Investor or “Finder” Contacted you to Help You Claim Your Surplus Funds? READ THIS FIRST! NOTE: if you missed our previous posts on claiming Surplus Funds, please read this and this first! Don’t sign anything until you contact us! If property you used to own has been foreclosedContinue Reading

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In: Estate Administration (Probate), Estate Plan Mistakes and Misconceptions, Estate Planning, Estate Planning Awareness Week, Legal Resources

Estate Planning Misconception #3: “A Will Avoids Probate” Many people believe that, once they have created a Last Will, whether drafted by an experienced attorney, or by using a do-it-yourself solution or an online platform (which, by the way, we don’t recommend), they have avoided probate… unfortunately, they are wrong. Continue Reading

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In: Estate Administration (Probate), Estate Plan Mistakes and Misconceptions, Estate Planning, Estate Planning Awareness Week, Legal Resources

Estate Planning Misconception # 2: I Donā€™t Need to Plan Because My Spouse Will Get Everything For many married couples, jointly owning property and bank accounts is common. If a couple owns accounts or property jointly or as “tenants by the entirety,” if one spouse dies, the surviving spouse automaticallyContinue Reading

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In: Estate Plan Mistakes and Misconceptions, Estate Planning, Estate Planning Awareness Week, Legal Resources

Many people believe that they don’t need an estate plan because they aren’t “wealthy,” however, that couldn’t be further from the truth! If you’re over 18, you need an estate plan! An estate plan isn’t just a Will – an estate plan includes the very important Power of Attorney and Healthcare Directives, of which, at minimum, every person over age 18 needs!Continue Reading

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In: Asset Alignment, Estate Administration (Probate), Estate Planning, Legal Resources

Your Nosy Neighbor Can Find Out About Your Probate Estate (and read your Last Will) …REALLY. Because wills are filed at the courthouse, probated estates become a matter of public record.  That means your nosy neighbor Nellie can simply go down to the courthouse or hop online and find out aboutContinue Reading

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In: Estate Planning, Legal Resources, Young Adult Planning

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you donā€™t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can do (and should do) is to select a medical agent and set up your healthcare power of attorney.Ā Continue Reading