Cary Estate Planning

06/06/2026

Adding kids to your assets may seem like a solid planning strategy, but it comes with a lot of risk

As people get older, the asset succession and access becomes an important topic to address.

06/05/2026

Marital Rights and Marital Asset Succession can be Straight Forward, but proactive Estate Planning between spouses can make sure your wishes are known and followed, and that nothing falls through the cracks

Separate property, marital property, community property, joint with rights of survivorship, primary beneficiary, transfer on death: What’s it all mean?

06/04/2026

‼️You created a trust, but don’t forget this step!

Many people create a living trust as part of their estate planning, but often forget a crucial step: fully funding it. To ensure proper asset protection and truly avoid probate, all assets must be retitled or have beneficiaries designated.

Consult our experienced team to ensure your trust is correctly set up and managed for your peace of mind.
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06/04/2026

Executors: Did you get a Notice to File from the Clerk? Don't panic, we've got you covered!

As an Executor or Administrator of a North Carolina estate proceeding, there’s already enough information and details to stress about.

06/04/2026

Getting the probate process started can seem like moving a mountain, but qualifying as Executor of the Estate is easier than it seems.

The period following the death of a loved one is already a very difficult time, but once things start to settle down there’s a lot of work left to do: the North Carolina probate process.

06/03/2026

Once your new estate planning documents are finalized and signed, where should you put them?

Keeping your estate planning documents in a safe place is tricky. A fireproof lock box may be the best place to keep them out of harms way.

06/02/2026

Sometimes Special Needs Planning doesn't require Special Needs Trusts

Discretionary Support Trusts may be a better option for your family. Discuss with a special needs attorney today.

06/02/2026

The 4 D's of Reviewing Your Estate Plan

You should review your estate plan every few years, especially if you have been through divorce, death, disability, and new life decisions.

06/01/2026

What to Know When "Gifting" the House in North Carolina

Transferring title to real estate can be complicated. It is best to have an attorney look over your situation before finalizing details.

06/01/2026

You wouldn't have your landscaper repair your roof, would you? So why would you have a general practitioner create your estate plan?

Would you hire a landscaper to install your HVAC, or would you hire an HVAC professional? Then why wouldn't you hire an estate planning lawyer for your plan