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About Kathleen O'Day

Kathleen O’Day is an estate planning will & trust attorney who helps families create clear, personalized plans to protect their legacy. With a background in both law and finance, she provides a holistic approach to estate planning. Kathleen is a licensed attorney by the State Bar of North Carolina.

What’s the difference between a Will and a Trust?

The most common – and usually confusing – question clients have asked during my 20+ years of estate planning experience is: “What is the difference between a will and a trust?” But also, “Are a will and a trust the same thing?” and “Does it matter whether I have a will or a trust?” No matter the question, comparing these two estate planning tools can be confusing! So let’s get to adulting, tackle [...]

By |2025-09-19T12:33:12-04:00January 27, 2025|estate planning wills and trusts|Comments Off on What’s the difference between a Will and a Trust?

How To Involve Your Family In Your Estate Plan

When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process is often the one reason you want to plan in the first place: your family. Even though you’re in the director’s chair it [...]

By |2025-09-19T12:33:12-04:00September 12, 2024|Family in Estate Planning|Comments Off on How To Involve Your Family In Your Estate Plan

Should I Have A Will Or A Trust In My Estate Plan?

There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and deciding what estate plan is best for your situation, you may find yourself wondering: what is the difference between a will and a trust? How do I decide [...]

By |2025-09-19T12:33:12-04:00September 4, 2024|estate planning wills and trusts|Comments Off on Should I Have A Will Or A Trust In My Estate Plan?
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