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Posted by PerryBundyWebsite | Estate Planning, Wills & Estates
Are you interested in contesting a will in North Carolina? Do you believe that your loved one’s probated will is not a true representation of their estate wishes? Do you have a more recent version of his or her will that has not been probated? If you believe that there is some error in a …
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If you or a loved one have special needs, you understand the financial strains that come with providing the appropriate care for those needs. One way to address these concerns is through a special needs trust. A special needs trust is a tool that allows the trustee to provide financial support for an individual with …
Continue reading "3 Reasons to Have a Special Needs Trust in Monroe, NC"
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Getting your estate planning affairs in order? We often see estate planning errors that can be time-consuming and expensive for your loved ones to resolve. Here are our tips for avoiding these common estate planning errors that will cost your family money: 1. Not Having an Estate Plan Having no estate plan is the …
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Acting as an executor for the first time can be a daunting experience as there are many tasks to complete and serious legal and financial issues hanging in the balance. Being named as an executor means your deceased loved one selected you to be legally in charge of handling their estate and fulfilling their final …
Continue reading "3 Common Concerns of a First-Time Executor in Monroe, NC"
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Have you decided who will be responsible for tending to your affairs after you pass away? While it may be difficult to choose between adult children or other loved ones, choosing the right person to serve as your executor is a critical decision in the estate planning process.
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Engaged? Congratulations! Between the dress shopping and cake tasting, don’t forget to add “call our lawyer about estate planning” to your long list of wedding “To-do’s.” While preparing a will and thinking about future emergencies is not as fun as choosing floral arrangements, it is a smart way to say, “I Do” to a …
Continue reading "4 Essential Estate Planning Steps for Newly Weds in Monroe, NC"
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