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Archive for Estate Planning

New Web Series Begins May 5th at Noon: Update Your Estate Plan From Home

Many of you are staying home during the Covid 19 pandemic. Now is a great time to give your estate plan a review and update. May 5 kicks off of our new web series. Won’t you join us?

Time: May 5, 2020 12:00 PM Eastern Time (US and Canada)

Join › continue reading.

Client Accommodations during Covid 19 Pandemic

These are hard, scary times for all of us. If your work is not essential, please try to stay home and out of crowded areas. We are trying to come up with ways to continue to serve the legal needs of our clients without risking anyone’s health. Need a phone › continue reading.

Attorney Dee Wallis & Margo Arrowsmith Discuss Aging in Place

First in her series of interviews with elder care providers, elder advocate Margo Arrowsmith talks to Dee Wallis about general powers of attorney, healthcare powers of attorney, guardianships, managing assets, understanding family dynamics, and assembling your team so you can age in place!› continue reading.

Estate Planning Through the Ages – In Your Twenties

As a twenty-something, I know that most of my peers haven’t given much thought to estate planning. They may be wondering if they need to do any estate planning at all. Some might not even be sure what estate planning means!

What is estate planning?

Estate planning means arranging your › continue reading.

Estate Planning for the Newly Single

last will and testament document

A separation or divorce can be an overwhelming and exhausting process. However, a separation or divorce can also be the start of a new life. When the dust has settled and you are ready to begin looking to the future, one of the first steps you should take is reevaluating › continue reading.

Do I need a will in North Carolina?

Will

People come up with all sorts of reasons for why they don’t need a will – I’m young and healthy, I don’t own that much stuff, everything would go to my spouse and that’s fine – but in reality, none of these excuses carry much weight. The truth is that › continue reading.

Do I Need a Power of Attorney?

power of attorney document with gavel on top

Yes, you need one.  Right Now.   It is important insurance.

What is a power of attorney?

A general, durable power of attorney authorizes your attorney-in-fact (agent) to carry on any business matter which you yourself could do.  It becomes effective immediately when you sign it. We make it “durable” so › continue reading.

Gift Ideas For Your Grown Children

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Now that we are smack dab in the middle of the holidays, you may be trying to think of some gift ideas that will please your family but won’t get dusty and take up space. My grown children have all the toys they need, and usually buy what they want. › continue reading.