Lady Bird Deed in North Carolina: What You Need to Know

When it comes to protecting your property and planning for the future, a Lady Bird Deed can be a valuable tool for North Carolina residents. Lady Bird Deeds are becoming increasingly popular for good reason—they allow you to retain control of your property while planning a seamless transfer to your loved ones. At the Trusts…

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Trustee vs. Executor of a Will: Roles and Responsibilities Explained

Understanding the difference between trustees and executors is essential when planning your estate. These roles carry distinct responsibilities, and appointing the right person can ensure your wishes are honored while avoiding unnecessary legal complications. Our firm has guided many families through the estate planning process, and we know how important it is to get these…

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What Is Estate Litigation and When Is It Necessary?

Estate litigation arises when disputes over wills, trusts, or other estate matters cannot be resolved without legal intervention. In North Carolina, this often involves claims about the validity of a will, conflicts between beneficiaries, or concerns about how an executor or trustee is handling their responsibilities. Common reasons for estate litigation include: Will Contests: These…

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12 Key Questions to Ask an Elder Law Attorney Before Hiring

When planning for your future or addressing the needs of an aging loved one, finding the right elder law attorney is essential. It’s not just about choosing someone knowledgeable—you’re looking for someone who understands your concerns and is prepared to provide practical solutions for your unique situation. Here, we’ve outlined the key questions you should…

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How to Incorporate Charitable Giving into Estate Planning

Charitable giving can be one of the most meaningful ways to leave a legacy that reflects your values. When thoughtfully integrated into estate planning, it allows you to support causes close to your heart while also enjoying potential financial benefits. At the Trusts and Estates Law Group, we understand the importance of planning for the…

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Writing a Will That Includes Step-Children: A Guide

Creating a will is one of the most important steps you can take to ensure your family is cared for after you’re gone, but what happens when your family includes step-children? Without clear legal instructions, step-children may not automatically inherit anything in North Carolina. That’s why it’s crucial to draft a will that explicitly outlines…

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When to Hire an Elder Law Attorney: Key Signs to Watch For

Life’s transitions can bring unique challenges, especially as we or our loved ones grow older. Navigating the legal and financial complexities of aging doesn’t have to be overwhelming. That’s where the team at the Trusts and Estates Law Group, comes in—providing families across North Carolina with compassionate guidance and thoughtful planning every step of the…

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Looking to Simplify Your Estate Plan? Learn About Living Trusts

Imagine ensuring your loved ones inherit your home and belongings without the delays or costs of probate court. A living trust offers privacy and efficiency, making it a practical solution for families. At the Trusts and Estates Law Group, we work with clients to create estate plans that provide clarity and peace of mind, including…

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How Often Should You Review or Update Your Will?

Planning for the future is one of the most responsible steps you can take to ensure your wishes are honored and your loved ones are cared for. At the Trusts and Estates Law Group, we’re proud to help North Carolina families craft wills that reflect their goals and adapt to life’s changes. But drafting a…

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How to Set Up a Trust in North Carolina: A Step-by-Step Guide

Securing your family’s financial future, protecting your hard-earned assets, and ensuring your wishes are followed don’t have to involve the stress of probate. A trust can help make it happen, providing flexibility, privacy, and peace of mind along the way.   At the Trusts and Estates Law Group, we’re dedicated to helping North Carolina families…

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