Natalie is the Operations Manager at Monk Law Firm, where she plays a key role in ensuring the smooth and efficient functioning of daily operations. She focuses on developing and implementing policies and procedures that improve day-to-day operations. A native of Charlotte, NC, Natalie earned her Bachelor of Science in Exercise Science from the University of North Carolina at Charlotte. She joined Monk Law Firm in July 2020 and has been an invaluable part of the team ever since. Outside of work, Natalie enjoys trips to the beach and spending time with her close friends and family.
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