Recent Blog Posts
Estate Planning with Retirement Accounts: Part One
Part One: The New Landscape At the beginning of 2020, the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect. The SECURE Act substantially changed how inherited retirement accounts are taxed. The purpose of those provisions of the Act...
I Just Turned 18 – Do I Need a Will?
Estate Planning for Young Adults If you are a young adult, estate planning might be the last thing on your mind. However, because you are an adult, it is something you should take care of for yourself and for those who love you. Do you need a Will? Probably not,...
Filing a Health Care Power of Attorney with the North Carolina Secretary of State
The North Carolina Advance Health Care Directive Registry: A Great Idea No one I know carries their health care power of attorney or advance directive in their pocket or purse. So, if you are injured away from home (for example in a car accident) or become sick at...