Cami Jones is an executive assistant at Monk Law Firm where she primarily works with Ryan and Michelle Monk. Cami is originally from the San Francisco Bay Area, but now considers herself a NC Native. She graduated from Belmont Abbey College with a degree in Elementary Education. After college, she began her career as a teacher in Charlotte for three years. She lives with her husband and her sweet dog Shaemus. When she is not being the organizing guru, you can find her perfecting her golf game or spending quality time on Lake Norman with her friends.
Estate Planning
The Importance of Reviewing Your Estate Plan Regularly
Although it would be so much easier if it were the case, estate planning is not a one-and-done process. Life happens, the law changes, and personal goals evolve over time, making it essential to review your estate plan regularly. Whether you live in North Carolina or South Carolina, keeping your estate plan...
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Estate Planning
Understanding the Generation-Skipping Transfer Tax and Its Impact on Your Estate Plan
When estate planning, smart and strategic decision-making will help to ensure that your wealth is preserved and passed on to your loved ones efficiently. One often-overlooked aspect of estate planning is the Generation-Skipping Transfer Tax (GSTT)—a federal tax that can significantly affect the transfer of assets across multiple generations.
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Estate Planning
Estate Planning for High Net-Worth Individuals: Unique Challenges and Strategies
When you’ve built significant wealth, protecting it takes more than just good financial decisions—it requires careful planning. Without a clear estate plan, your assets could be tied up in legal disputes, subject to high taxes, or passed down in ways you never intended. The laws surrounding wealth transfer can be complicated, and...
Estate Planning for High Net-Worth Individuals: Unique Challenges and Strategies View Full Article