Brown Estate Planning & Elder Law

Brown Estate Planning & Elder Law Boutique firm focusing on estate planning, estate and trust administration, and elder law NC Law firm with homes in Triad and Triangle.

Again I am honored by other attorneys’ votes.
08/26/2026

Again I am honored by other attorneys’ votes.

08/20/2026

Life insurance, annuities, and any asset with a "payable on death" or "Transfer on death" designation are NOT controlled by your Will. Those arrangements are contracts with the company, and the companies will pay the asset per your directions. SO, if you say in your Will "my life insurance proceeds are to be split . . . " the Will will NOT control if there is a beneficiary designation at the company.
NOW, if the original beneficiary has passed, and you have no contingent, then YOUR ESTATE is the beneficiary. That may not be what you had in mind . . .

07/07/2026

Had the WONDERFUL pleasure of helping an entire family this week. NONE had good powers of attorney. You can't depend on that joint checking account. EVEN if you are married, you can't (1) sell a house, (2) sell a car, (3) access that IRA, or (4) access that stock account. One of the family members was NOT married to his long-term live-in significant other. In THAT situation, they would be considered just roommates without a power of attorney AND a health care power of attorney, even though they were in a committed, long-term relationship. BE CAREFUL - you can't assume "her children" (or yours!) will cooperate with your long-term love if your health becomes poor.

05/29/2026

Finishing an estate for a Will I drafted in 2000! Been a long, long time, but still going.

Address

804 S Church Street
Burlington, NC
27215

Telephone

(336)4478056

Website

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