NC Estate Planning and Asset Protection Lawyer

01/30/2022

So much of the world feels somewhere between Transition and Chaos. Covid is still rolling for 2 plus years: as have the economic impact that has caused: food, gas, and other prices are sweeping up in hyper inflation, the Russians having 100,000 troops on the Ukraine border, and China is threatening Taiwan. All of this makes our heads feel like we are spinning. Like we have been too long stuck on a roller coaster.

What about your Estate Plan? It may seem small in the world picture, but it is important to you and your loved ones. What do you need to remember? Here's our thinking points to consider.

So much of the world feels somewhere between Transition and Chaos. Covid is still rolling for 2 plus years: as have the economic impact that has caused: food, gas, and other prices are sweeping up in hyper inflation, the Russians having 100,000 troops on the Ukraine border, and China is threatening....

09/21/2021

Three things that are always changing in your estate plan:

Three things are always changing in your Estate Plan. The Law. Your Relationships. What You Own. Today we will talk about Taxes. Oh Joy, you say! THE TAX LAWS: Right now Congress is wrestling over what the new Tax Hike will look like. Several Versions of Taxes are under consideration for increases.....

03/30/2021

The beauty following a storm. I took this pic on Sunday following hard rains. Chin up. It's getting better!

02/01/2021

Let's take some lessons from World War II, the "Endless War" and apply to this pandemic, we are almost there. As Andy Dufresne said in “The Shawshank Redemption”, “Hope is a good thing, maybe the best of things. And no good thing ever dies.”

As the Allied Forces, including American troops, advanced into Germany near the end of the War in Europe during World War II, the US Troops realized, “Don’t get killed now!”. Many soldiers, like those the 501st Division of the 101st Airborne of the US Army, had been in many battles from D Day ...

12/02/2020

How will election results impact taxes? Let's take a look at various ways this could play out. http://www.stevenandrewjackson.com/election-outcomes-and-tax-impacts/

The most common question I’ve heard from clients after the Election is, “What will the new Taxes be?” Joe Biden’s proposed Tax Bill, a 3 Trillion Dollar Tax Increase, is the largest ever proposed. He had said repeatedly while campaigning that Taxes would go up if he were elected. So what doe...

08/17/2020

Yes, we're still open and taking new and existing estate planning client appointments. We have modified our process to ensure social distancing and safety from the initial client meeting to document signing. Click here to learn more. http://ow.ly/1rEz50B0K94

Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

08/04/2020

Bonus Blog covering our series on Family Conflict in Estate Planning. In this blog we cover how today's Modern Family or Blended Family can create conflict in Estate Planning. http://www.stevenandrewjackson.com/bonus-material-family-conflict-estate-planning-todays-family/

07/28/2020

It may not be what you want to hear but 1 out of 3 estate plans will have some kind of family conflict issue to resolve or address. It's better to expect these conflicts then to disregard or ignore. Anticipating is better than being surprised: http://www.stevenandrewjackson.com/anticipate-conflict-get-ready-rumble/

It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting w...

07/21/2020

Another area of potential conflict in Estate Planning can be the lawyers themselves. We often review the plans created by other lawyers. In Part 4 of our series, we outline what to look for and questions to ask:

It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting w...

07/14/2020

Families have secrets, long standing grudges or particular issues with specific members. In this Part 3 of our blog series, we cover how those Family Secrets can create a lot of conflict for your Estate Plans:

It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting w...

07/07/2020

One of the biggest decisions in Estate Planning is deciding Who's In Charge of the Administration of Your Estate? Perhaps this is a good time to discuss this with your family. The best candidate is not always the eldest or the closest. Read more here in Part 2 of our Series

It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting w...

07/04/2020

Happy 4th of July! A reminder of what it is all about from our blog: http://ow.ly/JRmt50AjWhA