Charlotte Estate Planning

04/21/2026

No matter your financial status or family size, it is imperative to have a valid Will executed to ensure your end of life matters are handled in the way YOU choose.

Having a will can help ensure that your assets are distributed as you wish upon your passing. Get started on yours today when you call 704-766-8836.

11/26/2025

We would like to wish everyone a Happy Thanksgiving!!

10/21/2025

October 20–26, 2025, marks National Estate Planning Week, a time dedicated to raising awareness about the importance of having a comprehensive estate plan in place.

Many North Carolinians delay estate planning, assuming it’s only for the wealthy or the elderly. In truth, a well-prepared estate plan is one of the most important legal steps you can take to protect your loved ones, ensure your wishes are honored, and minimize confusion or conflict in the future.

A thoughtful estate plan may include:
✅ Last Will and Testament
✅ Durable Power of Attorney
✅ Health Care Power of Attorney
✅ Trusts and other instruments tailored to your goals

Estate planning is not just about transferring assets—it’s about peace of mind, clarity, and caring for your family’s future.

If you have not yet reviewed or created your estate plan, now is the perfect time to do so.

📅 Schedule a consultation this week to ensure your affairs are in order and your wishes are protected.

09/08/2025

Trust vs. Will? Each family is different when it comes to estate planning goals and needs. Speaking with an experienced estate planning attorney can help provide clarity on what planning tools best address your individual needs.
https://cltestateplanning.com/blog/trusts-vs-wills-which-is-better-for-your-childs-inheritance/

06/17/2025

A common misconception is that Estate Planning is only necessary for older individuals. The truth is comprehensive Estate Planning is something that should be done for all adults, regardless of age.

Do you need a will if you're young? Find out to read more insights about estate planning in North Carolina or call 704-766-8836 today.

06/02/2025

With so much swirling through a parents head as their kid(s) go off to college, one of the most commonly overlooked issues is the need to have certain estate planning documents in place for them before they leave home.

Learn more about estate planning for college students. If you need help with estate planning in North Carolina call our lawyers today: 704-766-8836

05/21/2025

While there are a number of documents estate planners use for clients, there is a core set of documents that one should have in place, regardless of estate size.

Know the essential documents your estate plan needs. Read more insights about estate planning in North Carolina or call 704-766-8836 today.

03/19/2025

Congratulations to Attorney Ryan Stump for being named to the 2025 North Carolina Super Lawyers list for Estate Planning and Probate!! Super Lawyers selects attorneys using a multiphase selection process. In addition to Super Lawyers' own independent research, each candidate is evaluated on 12 indicators of peer recognition and professional achievement. The Super Lawyers designation is reserved for only 5% of eligible attorneys.

11/13/2024

Many people assume that creating a trust is an estate planning technique reserved for the wealthy, but that just simply isn't true. Speaking with an experienced estate planning attorney will help you understand if a trust is right for you.

Trusts aren't just for the wealthy. Read more insights about estate planning in North Carolina or call 704-766-8836 today.

10/21/2024

Many people wonder if a trust or will is the best planning tool for their estate plan. The truth is everyone needs a will but the need for a trust depends on your specific circumstances. https://cltestateplanning.com/blog/trusts-vs-wills-which-is-better-for-your-childs-inheritance/

03/14/2024

It is often not considered by parents, but having your child execute basic estate planning documents before heading off to college is a wise decision and can reduce potential difficulties down the road, should something happen to them.

Learn more about estate planning for college students. If you need help with estate planning in North Carolina call our lawyers today: 704-766-8836

03/04/2024

The per stirpes vs. per capita method of distributing someone's estate is something most people don't consider when discussing their estate plan. It is important to discuss these options with your attorney to ensure your estate is distributed per your wishes.

Should you divide your estate per stirpes or per capita? Learn more and call Charlotte Estate Planning today for a consultation.