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Tuesday, December 19, 2017

The Importance of Giving This Holiday Season


“In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’” -Acts 20:35

Like so many scripture lessons, this one grows more poignant as you get older. As a child, you were excited for Christmas because you hoped Santa would bring you everything on your list. Now, you take more joy in seeing your children and grandchild open gifts than you get from opening gifts yourself. 

Our firm works with many people who are at this stage in life.
Read more . . .


Sunday, December 10, 2017

Who’s Reading Your Emails?


Have you ever sent an email that you hope your spouse never reads? If the answer is yes, you better make sure your estate plan includes instructions about who gets access to your digital assets when you die.

This is a hot topic in the estate planning world right now Read more . . .


Saturday, December 2, 2017

Exposing Guardianship Abuse


What would you do if a stranger showed up at your home out of nowhere, and told you they were your new legal guardian? They have the power to control your finances, make healthcare decisions for you, decide where you live, and can even prevent you from seeing your family if they don’t think it is a good idea for you to be around them. It sounds impossible, but a recent article in The New Yorker details how this nightmare scenario is actually playing out.

The article focuses on the plight of a particular couple in Nevada, Rudy and Rennie North, but it is something that could happen virtually anywhere thanks to the relative lack of oversight in the guardianship system.


Read more . . .


Thursday, November 30, 2017

Buried Next To Marilyn Monroe, But That’s About All We Know


We live in a society that has become obsessed with celebrity. We’ve gone from a time where everyone was concerned with keeping up with the Joneses, to a period where it is impossible to avoid Keeping Up With the Kardashians. Is it any surprise then, that we also are interested in knowing what sort of estate planning our favorite celebs have done?

Although it indicates good planning on their part, it is a bit disappointing to find out there is no news about what a celeb’s last wishes were.
Read more . . .


Sunday, November 19, 2017

50 Ways To Destroy An Old Will


Paul Simon sang to us about the “50 Ways to Leave Your Lover” while Train told us there are “50 Ways to Say Goodbye.” Based on all the big life changes that are happening in these songs, the next “50 Ways” song should probably be “50 Ways to Destroy an Old Will.” For that task, we’ve got some suggestions.
Read more . . .


Monday, October 30, 2017

A True Horror Story For One North Carolina Family


ABC 13, WLOS, recently featured a heartbreaking story about a family that is going through estate planning hell. The family wants their story told so that what is happening to them doesn’t happen to anyone else. 

Connie Root passed away this June after a short battle with state 4 lung cancer.
Read more . . .


Sunday, October 22, 2017

Talking To Your Family About Your Estate Plan


“The first rule of Fight Club is: You do not talk about Fight Club. The second rule of Fight Club is: You DO NOT TALK ABOUT FIGHT CLUB!” Many people think these rules also apply to estate planning. They do not. Once you make an Read more . . .


Sunday, October 1, 2017

It Takes More Than A Part Time Job To Pay For College These Days


Back in the day, it was possible to pay for college by working over the summer and holding down a part-time job during the semester. Today, no kid is going to be able to put themselves through school this way. Tuition has increased at more than twice the rate of inflation over the past 40 years, making it difficult for all but the richest families to pay for college.

Many grandparents are chipping in to help out with educational expenses. In addition to being a lovely thing to do, it can also be a great way to Read more . . .


Wednesday, September 27, 2017

From Dueling To Mediation And Arbitration


There was a time, not so long ago, when disagreements between gentlemen were more likely to be decided by a duel than a court of law. Although the most famous duel is probably Hamilton’s fatal showdown with Vice President Burr in Weehawken, New Jersey, this alternative means of dispute resolution was particularly popular in the Carolinas. Today, dueling is illegal (although Canada is working on bringing it back), but other alternatives to lawsuits remain quite popular.


Read more . . .


Friday, September 22, 2017

Equifax Breach Highlights The Importance Of Credit Monitoring


It is more than a little bit ironic that a company that specializes in identity theft protection is the source of the second largest personal data hack in United States history. When Equifax announced that 143 million Americans had their personal information stolen via a weakness in its own website, it was like a punch in the gut.

If you are curious, you can use a tool on the Equifax website to check whether your information was stolen.
Read more . . .


Monday, September 11, 2017

The Perils of Family Property


Slate’s advice columnist, “Prudence,” recently answered a question from someone who was dealing with a bunch of relatives who were upset about the decision to sell off a “family” property. Prudie’s answer is a good one from a moral perspective, but will it hold up in court?

The Question

The person writing in was dealing with family strife over a vacation property.
Read more . . .


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| Phone: 803-594-4453
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| Phone: 704-369-9977

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