Internationally known comedian Jerry Lewis recently passed on. Jerry Lewis left a great legacy of laughter for so many of us but disappointment and heartache lead him to specifically disinherit 6 of his adult children. He had previously lost one adult son to drug addiction & eventually suicide. He listed the six (6) adult children by... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Updated: Emergency planning for your home & loved ones
With hurricanes hitting and threatening Texas, Louisiana, Florida, Georgia and the Carolinas along with wildfires raging out West, we thought it would be good to repost and update a blog we wrote last Fall (when we were experiencing wildfires here in our own mountains) about emergency planning. When a natural disaster is impending, you have... [Read More]
ATTITUDE by: Charles Swindoll
ATTITUDE by: Charles Swindoll The longer I live, the more I realize the impact of attitude on life. Attitude, to me, is more important than facts. It is more important than the past, than education, than money, than circumstances, than failures, than successes, than what other people think or say or do. It is more... [Read More]
When Do You Need to Update your Estate Plan?
Some experts say that you should review with your Estate Lawyer your Plan at least ever four (4) years. Remember that there are three (3) parts of your Estate Plan that are always moving: What you own will change, your relationships will change, and the law will change. Since these three (3) major pieces that... [Read More]
Bonus Material: Family Conflict in Estate Planning for Today’s Family
There is so much Family Conflict that I have seen over time when dealing with client’s Estate Plans. I had planned to limit the subject to 5 Blogs, but thought it was important to add in these important thoughts for your consideration. If any of these areas relate to your personal Estate Plan, make sure... [Read More]
Anticipate Conflict – Get Ready to Rumble!
Part 5 of our Series Anticipating Conflict Sources of Family Conflict in Estate Planning 1 out of 3 I know an attorney who retired and moved to Western North Carolina from Florida. He became a client and then a friend. He had formerly been an Estate Planning Attorney in Florida. I asked him how often... [Read More]
Family Conflict in Estate Planning: Lawyer to Lawyer
Part 4 of our Series Lawyer to Lawyer Sources of Family Conflict in Estate Planning I often get asked to review estate plans created by another attorney. In some cases it is because the new client has just relocated to North Carolina from another area or state. In other cases, the client’s lawyer has retired.... [Read More]
Family Conflict in Estate Planning: Family Secrets
Part 3 of our Series Sources of Family Conflict in Estate Planning Family conflicts are as dynamic as our family makeup. Deciding who’s in charge of your estate (blog 2) or sibling rivalry (blog 1), the sources of family conflict are often secrets between family members. This week we write about histories of resentment and... [Read More]
Family Conflict in Estate Planning: Who’s in control?
Part 2 of our Series Sources of Family Conflict in Estate Planning Last week we wrote about Sibling Rivalry as one of the sources of family conflict in estate planning. To read that post, click here. This week we discuss another source – deciding who is in charge. When you create your estate plan there... [Read More]
Family Conflict in Estate Planning: A 5 Part Series
When it comes to the administration of an estate, controversy often happens. Often these controversies are the result of family conflicts. Understanding these conflicts BEFORE they happen can help you create the proper estate plan to avoid unnecessary delays, legal battles and of course, bitterness. Sibling Rivalry Part 1 The sources of conflict within a... [Read More]