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Estate planning insights for NC & SC families.

Estate planning documents organized for reviewEstate Planning

Power of Attorney in North Carolina: What You Need to Know

What Is a Power of Attorney? A financial power of attorney is a legal document that allows you (the “principal”) to appoint an agent or attorney-in-fact to handle the financial and legal matters you grant, such as bank accounts, real estate, and taxes. It does not authorize medical decisions; those belong in a separate health […]

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Estate planning documents organized for reviewEstate Planning

How to Protect Your Children With a Trust in North Carolina

A trust for your children in North Carolina can separate two things: money available to support them and money they control outright. You can authorize a trustee to pay for their needs while they are young, then choose staged distributions or continuing management into adulthood. The central question is not just what age they should […]

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Will planning documents for a North Carolina familyWills

North Carolina: Die Without a Will? Intestate Succession & Estate

If you die without a valid last will and testament in North Carolina, state intestacy law determines who receives property that does not pass through a trust, valid beneficiary designation, survivorship ownership, or another applicable arrangement. The net intestate estate passes under the North Carolina Intestate Succession Act, not according to informal wishes. Understanding how […]

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