by Julian Doby | Sep 16, 2024 | Estate Planning
Estate planning is a critical step in securing your legacy, protecting your loved ones, and ensuring that your assets are distributed according to your wishes. Despite its significance, many people neglect to create an estate plan, which can lead to a variety of...
by Julian Doby | Aug 29, 2024 | Estate Planning
When it comes to planning for the future, few things are as important as creating a will. Yet, many people put off this essential task, often because they believe it’s something they can handle on their own or that it’s not necessary until later in life. The truth is,...
by Julian Doby | Aug 25, 2024 | Estate Planning
As you approach retirement in St. James, NC, it’s essential to protect your assets and ensure they’re passed on as you intend. Estate planning isn’t just about drafting a will—it’s about making strategic decisions to safeguard what you’ve worked so hard...
by Julian Doby | Jun 1, 2024 | Estate Planning
What is the significance of understanding the differences between revocable and irrevocable trusts in your estate plan? A Guide to Trusts in Estate Planning Understanding Trusts: Their Role and Differences Trusts are essential tools in estate planning, offering...
by Julian Doby | May 28, 2024 | Estate Planning
In North Carolina, estate planning involves understanding state laws, evaluating your assets and liabilities, creating a valid will, setting up trusts, and carefully designating beneficiaries. You must also be mindful of tax planning, adhering to NC’s specific...
