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...
