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Articles & Resources Legal Resources Surplus Funds More about Surplus Funds More on Surplus Funds Claims… *This is a supplemental post to our main article on Surplus Funds. While anyone would Read More Ruth Allen, Attorney Legal Resources | Surplus Funds About Us Awards & Honors News and Updates WRALContinue Reading

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

How Your Divorce Affects Estate Plans After all the turmoil of a divorce, the last thing you probably want to hear, is a recommendation to schedule yet more meetings with an attorney. But because you have just gone through a major life change, it is essential that you meet withContinue Reading

4 Reason to Tackle Your Estate Planning Today

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(JUST) 4 Reasons You Should Tackle Your Estate Planning… TODAY! There are many reasons to tackle your estate planning, and these are just 4 of them.  NAMING A LEGAL GUARDIAN TO CARE FOR YOUR CHILDREN Having an estate plan can do so much to protect your estate and loved ones.Continue Reading

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This year’s honor in Business North Carolina Legal Elite Hall of Fame is one of Jason’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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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: 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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Estate Planning Misconception # 2: I Don’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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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