If beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.

In NC, you cannot disinherit your spouse. The law provides an automatic inheritance right called the elective share. So, what can you do?

Instead of telling you that you need an estate plan. I'm going to show you what happens if you die without one in North Carolina.

On January 1, 2018, a new Power of Attorney Act went into effect here in North Carolina. Here are the highlights of the new law.

You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.

We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.