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Do Your Parents Have an Estate Plan?

Insights from an Estate Planning Attorney in Davidson, NC If you’re part of the sandwich generation (caring for your kids and your parents at the same time) you’ve got a lot on your plate. Between juggling work, family, and everything in between, the idea of sitting down with your parents to talk about estate planning might not sound fun. But here’s the truth: having that conversation is one of the most important—and loving—things [...]

By |2025-10-20T15:12:02-04:00October 20, 2025|Beneficiary Designation, estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Do Your Parents Have an Estate Plan?

Why Business Owners Deserve More Than a Quick or Cheap Estate Plan

If you’re a business owner, you’ve probably seen the ads: “Create your estate plan online in 30 minutes!” Or maybe your financial advisor has offered to throw in some basic estate documents as part of your financial plan. Easy, fast, and inexpensive — sounds tempting, right? The problem is that if you own a business, these cookie-cutter solutions can do more harm than good. What’s often missing is the critical link between your [...]

By |2025-09-26T14:17:20-04:00September 30, 2025|Beneficiary Designation, estate planning wills and trusts|Comments Off on Why Business Owners Deserve More Than a Quick or Cheap Estate Plan

Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate

Losing a loved one is hard enough. But what most people don’t expect is what comes next: suddenly being responsible for their house. Maybe the home is sitting empty while you and your family decide what to do. Maybe you’re considering selling it, or maybe another family member hopes to move in one day. Whatever the plan, an inherited house often comes with more responsibility and stress than most people realize. Why an Empty House [...]

By |2025-09-19T12:33:11-04:00September 12, 2025|Beneficiary Designation, estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate
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