Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Most people have a general fear of probate which is often based on publicity or misunderstood information. The press and numerous articles explain the hazard of probate and the underlying expenses which could wipe out an estate. Are these real or imagined concerns? The answer is quite simple, it all depends. It depends on the size and complexity of the estate. It depends on instructions from the will of the decedent.
Five Cost-Free Cybersecurity Tips to Safeguard Your Retirement Americans’ top worries about crime today revolve around digital safety. The leading concerns include “having your personal, credit card, or financial information stolen by computer hackers” and “being the victim of identity theft.” As the world shifts further into the digital realm, adapting to this new reality […]
Basic Estate Planning is for Everyone It’s a common misconception that estate planning is exclusively for the ultra-wealthy, a reserve of the high-flying CEOs and multi-millionaires. This idea could not be further from the truth. Estate planning is for everyone, no matter their bank account size or net worth. Start with a will. According to […]
Navigating the Complex Terrain Estate planning is crucial for couples to ensure their wishes for asset distribution are respected after their passing. It is an integral part of financial planning, often neglected and underrated. For couples, estate planning presents unique challenges that demand careful consideration and thoughtful decision-making. In this article, we’ll delve into these […]
Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not to handle Medicare patients any longer; instead, they are offering services to those over age 65 with their actual cost of services being billed. The Medicare enrollee has no viable option of asking Medicare for reimbursement and is faced […]
Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding estate taxes. The significance of this change is far-reaching; the agent that grasps this will be far ahead of the competition. Not only will this rule change make a huge difference in how estates are handled regarding estate tax […]
“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have a long and happy retirement? This has been the subject of study by Ph.D.s in countries around the world. Before I go on, how would […]
Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there are ways to avoid probate court proceedings in North Carolina. This blog post will outline how individuals can avoid probate court in the state and […]
Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation. It can be daunting, but it’s necessary for financial and legal protection. In this article, we’ll outline estate planning, including what constitutes an estate, components of an estate plan, estate planners & attorneys, the final distribution of assets, […]
Are you feeling overwhelmed by the different life insurance policies out there? Do you think you need more information to make an informed decision? Don’t worry—you’re not alone. Many people are unaware of life insurance’s essential details, leaving them in the dark about some critical aspects of these products. We’ll help shed some light on […]
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