Courtney is a paralegal with Monk Law Firm where she works primarily with attorneys Robert Lack and Erik Schartner in the areas of estate planning, tax planning, business law and commercial real estate.

Courtney is originally from Overland Park, Kansas and went to college at Indiana State University. She recently moved to Charlotte and she has her degree in Legal Studies with a minor in Criminal Justice, Corrections and Law and Administration. In her free time she likes to spend time with her dog, Koda, and watching the Kansas City Chiefs play.

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...
The Importance of Reviewing Your Estate Plan Regularly  View Full Article
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. 
Understanding the Generation-Skipping Transfer Tax and Its Impact on Your Estate Plan  View Full Article
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