Trusts and Estates Law Group by Luciana Trompa

[Blog Post] Should I Put My House in a Trust in North Carolina? | Scheduled 10.23.24

Lucianatrompa — 2024-03-06 17:43:29 UTC

Considering a trust for your home in North Carolina?

Your home is your legacy. But how can you make it's passed on smoothly to your loved ones? Discover the benefits of trusts and make an informed decision.

https://ncestateplanning.com/should-i-put-my-house-in-a-trust-in-north-carolina-2/

#EstatePlanning #NorthCarolinaLawyers #NCestateplanning

What You Need to Know About Irrevocable Trusts in North Carolina // Scheduled 10.04.24

Lucianatrompa — 2024-04-04 20:05:59 UTC

Considering an irrevocable trust? Before diving in, here's a crucial read from Brady Cobin Law Group, PLLC. Discover the ins and outs of irrevocable trusts in North Carolina.

https://ncestateplanning.com/what-you-need-to-know-about-irrevocable-trusts-in-north-carolina/

Ready to safeguard your family's future? Schedule a consultation with Brady Cobin Law Group, PLLC today and craft the perfect trust tailored to your needs.

#estateplanning #NCestateplanning #NorthCarolinaLaw #trusts

Newsletter: Why Small Business Owners Need an Estate Plan // Scheduled 10.10.24

daniela938 — 2024-05-01 22:12:08 UTC

Planning for the future is essential. 📝

Just as you arrange the transfer of personal assets to heirs, small business owners must plan for the future of their businesses.

Ensure the smooth transition of your small business with a comprehensive estate plan tailored to your needs:

https://ncestateplanning.com/why-small-business-owners-need-an-estate-plan/

#estateplanning #irrevocabletrusts #NClawyers #protectyourlegacy

What Is A Pet Trust? 1 Scheduled 7/19/2024

Lucianatrompa — 2024-05-21 10:53:42 UTC

Do you want to ensure that your furry friend is taken care of, no matter what? A pet trust can provide peace of mind by ensuring your pet's needs are met if you cannot care for them.

➡️ Learn more about the benefits and how to set one up in our latest video.

https://ncestateplanning.com/estate-planning/trusts

#PetTrust #EstatePlanning #PetCare #LegalAdvice #PeaceOfMind #PetLovers

Mistakes People Make When It Comes To Their Estate Plan | Scheduled 7/22/2024

daniela938 — 2024-05-22 22:22:44 UTC

Are you making these common estate planning mistakes that could jeopardize your legacy?

📝 Outdated documents: Regularly review and update estate plans to reflect life changes.

❌ No plan: Create an estate plan to control the distribution of assets and appoint an executor.

🔗 Misalignment with financial plan: Ensure beneficiary designations and life insurance policies align with estate plan wishes.

⏰ Infrequent review: Set reminders to review estate plans every few years to make necessary adjustments.

🤝 Professional consultation: Consider seeking guidance from an attorney to discuss estate planning and avoid mistakes.

Our North Carolina Estate Planning and Elder Law attorneys are committed to honoring the life, work, and charity of every individual. If you have an elder law or estate planning questions, call us today at (919) 782-3500.

#elderlawattorney #elderlaw #estateplanning #estateplanninglawyer #estateplanningattorney #northcarolina

What Is The Estate Litigation Process? | Scheduled 7/25/2024

daniela938 — 2024-05-22 22:30:11 UTC

Are you prepared to navigate the complexities of estate litigation in North Carolina with confidence and ease?

Highlights

⚖️ Filing: Initiate by filing a petition with the appropriate court.

📝 Discovery: Gather evidence through document requests and witness testimony.

⚖️ Mediation: Resolve disputes outside of court through mediation.

👨‍⚖️ Trial: Present evidence and arguments in court if necessary.

If you have an elder law or estate planning questions, call us today at (919) 782-3500.

#elderlawattorney #elderlaw #estateplanning #estateplanninglawyer #estateplanningattorney #northcarolina

The Importance of Keeping Your Estate Plan Updated // Scheduled 10.08.24

Lucianatrompa — 2024-06-13 16:17:41 UTC

Jeffrey Rolison and Margaret Sjostedt's story serves as a cautionary tale about the dangers of outdated estate plans. An overlooked beneficiary form from 1987 might result in Sjostedt inheriting Rolison's $1M retirement account, even after 40 years.

Read their full story here:

https://www.wsj.com/personal-finance/inherited-retirement-savings-beneficiary-breakup-divorce-849e3ff2?st=kdsy25j1bpaqczd&reflink=desktopwebshare_permalink

Life changes—like marriages, births, and deaths—can dramatically alter your intentions. Regular updates with an advisor can help prevent confusion and disputes. Ensure your assets go where you intend them to.

https://ncestateplanning.com

#estateplanning #legacy #NCestateplanning #NClaw

Video Post: What Is The Role Of A Litigation Attorney? | Scheduled 7/29/2024

daniela938 — 2024-06-18 18:01:46 UTC

Litigation attorneys play a crucial role in the legal system, representing clients in civil lawsuits from start to finish. They handle everything from case investigation and pleadings to pre-trial, trial, settlement, and appeal processes.

Want to learn more about what our litigation attorneys do? Watch our video to discover how we can help you navigate the challenges of the legal process with confidence.

https://ncestateplanning.com

#LitigationAttorney #LegalServices #LawFirm #LitigationSupport

Video Post: Why There Is Value In Nominating An Experienced Executor In Your Will | Scheduled 8/1/2024

daniela938 — 2024-06-18 18:11:09 UTC

Planning your estate? Choosing an experienced executor can make all the difference. They manage your affairs, ensuring your wishes are honored smoothly.

Watch our video to learn why nominating the right executor matters.

https://ncestateplanning.com

#EstatePlanning #LegalAdvice #LawFirm

Video Post: Understanding Fraud In Wills In North Carolina | 8/5/2024

daniela938 — 2024-06-18 18:27:14 UTC

Did you know? Understanding fraud in wills under North Carolina law is essential to protect your estate planning.

Learn about the signs of will fraud and how to safeguard your assets in our informative video.

https://ncestateplanning.com

#WillFraud #EstatePlanning #NorthCarolinaLaw #LegalInsights

Video Post: Where Do I Start When It Comes To My Estate Plan? | Scheduled 8/8/2024

daniela938 — 2024-06-18 18:29:02 UTC

Starting your estate plan but not sure where to begin? Let us guide you through the essentials.

Watch our video for tips on getting started.

https://ncestateplanning.com

#EstatePlanning #LegalAdvice #LawFirm

[Video Post - For DECEMBER]: Understanding Basis Set-Up

daniela938 — 2024-06-18 18:33:56 UTC

Understanding your basis—the original price you paid for an asset—can significantly impact your capital gains taxes when you sell.

Watch this video to explore how inheriting assets can provide a "step-up" in basis, potentially saving your heirs substantial tax payments.

Let us help you make informed decisions about your assets and their future value.

📞(919) 629 0204

https://ncestateplanning.com

#TaxPlanning #BasisSetUp #FinancialStrategies

Video Post: How Old Do I Have To Be To Have An Estate Plan? | Scheduled 9/23/2024

daniela938 — 2024-06-18 18:37:14 UTC

A common question we receive is, "How old do I have to be to have an estate plan?"

Estate planning isn't just for the elderly, adults of all ages need to secure their future and protect their loved ones.

Whether starting your career or nearing retirement, having an estate plan ensures your wishes are honored.

Want to know more about when to start? Watch our video to learn about the right age to begin estate planning and why it's crucial for your peace of mind.

https://ncestateplanning.com

#EstatePlanning #FinancialSecurity #PlanAhead #ProtectYourFuture

The Crucial Role of an Estate Executor // Scheduled 10.15.24

Lucianatrompa — 2024-07-03 21:41:18 UTC

Being an estate executor is daunting, often fraught with emotional and logistical hurdles. When Greg Kern took on managing his father-in-law’s $430,000 estate, he was unprepared for the over 200 hours of work and the family disputes over the house that ensued.

This role requires meticulous organization and resilience, as executors must pay creditors, handle taxes, and distribute assets to heirs. The complexities are overwhelming, and the emotional toll is substantial.

Read the full story here:

https://www.wsj.com/personal-finance/grief-then-paperwork-the-messy-thankless-job-of-an-estate-executor-6bb1e228?st=srppovoo0ae03fj&reflink=desktopwebshare_permalink

#estateplanning #NCestateplanning #NorthCarolinaLawyers

Top 5 Reason To Avoid Probate | Scheduled 9/30/2024

daniela938 — 2024-07-19 15:53:55 UTC

Worried about probate? Discover the top 5 reasons to avoid it! 🚫

Join Andrew Cobin as he breaks down why steering clear of probate can protect your estate and loved ones:

Loss of Control: Don’t let the court dictate your estate.
Lengthy Process: Save your loved ones from a year-long headache.
High Costs: Avoid unnecessary fees and expenses.
Public Exposure: Keep your estate details private.
Increased Risk of Contests: Minimize disputes over your estate.

Watch now to learn how to ensure a smoother, more secure estate planning process.

https://www.youtube.com/watch?v=eHE_fBD4Yok

#elderlawattorney #elderlaw #estateplanning #estateplanninglawyer #estateplanningattorney #northcarolina

3 Things You May Not Know About Elder Law | Scheduled 10/25/2024

daniela938 — 2024-07-19 16:09:05 UTC

Join Gretchen Cleevely from Brady Cobin Law Group for an insightful discussion on elder law.

Learn how it can benefit parents of special needs children, assist with long-term care planning, and protect your assets, even if you're already in a care facility.

Don't miss out, watch our video now to empower yourself with essential knowledge:

https://www.youtube.com/watch?v=Pz9S7Mgkd04

#elderlawattorney #elderlaw #estateplanning #estateplanninglawyer #estateplanningattorney #northcarolina

[Blog Post] What Is the Medicaid Look-Back Period, and How Does It Affect Asset Transfers In North Carolina? | Scheduled 10.18.24

daniela938 — 2024-08-05 23:19:58 UTC

Feeling overwhelmed by Medicaid rules and asset transfers? Our latest guide breaks down the Medicaid look-back period and what it means for you and your loved ones.

Get clear, actionable insights to help you understand:

What the Medicaid look-back period is
How it impacts asset transfers
Steps to take for financial planning and care

Don’t let confusion stand in the way of securing the care you need. Check out our guide and get the answers you need today.

You can learn more in our guide:

https://ncestateplanning.com/what-is-the-medicaid-look-back-period-and-how-does-it-affect-asset-transfers-in-north-carolina

#estateplanning #estateplanningattorney #estateplanninglawyer

Welcome to the team: Rachel Harrel | Scheduled 10/28/2024

daniela938 — 2024-10-14 13:44:07 UTC

Welcome to the team, Rachel. We’re glad to have you on board. Your knowledge in guiding individuals and business owners through trusts and estate matters is invaluable.

Rachel believes in crafting personalized estate plans that reflect your unique legal and practical needs. She takes the time to listen, understand your family dynamics, and tailor solutions just for you.

https://ncestateplanning.com/attorneys/rachel-harrell

#estateplanning #NCestateplanning #NorthCarolinaLaw

Welcome to the team: Jennifer Whitmire | Scheduled 10/30/2024

daniela938 — 2024-10-14 13:51:46 UTC

We’re glad to welcome Jenny Whitmire to our team. Jenny focuses her practice on estate planning and administration, providing tailored solutions for her clients.

Born and raised in the beautiful mountains of North Carolina, she combines her deep-rooted commitment to the community with a strong academic background and professional experience.

https://ncestateplanning.com/attorneys/jennifer-whitmire

#estateplanning #NCestateplanning #NorthCarolinaLaw

[Video Post - November]: Let's Talk LLC For Your Rental Property | Scheduled 11/5/2024

daniela938 — 2024-10-23 14:07:01 UTC

Protect your investment with an LLC. It shields you from liabilities like slip-and-fall accidents and property damage. Enjoy the peace of mind you deserve while managing your rental.

Ready to secure your assets? Watch our video to learn more.

📞(919) 629-0204

https://ncestateplanning.com

#RealEstate #AssetProtection #LLC #RentalProperty #PeaceofMind #NorthCarolinaLawyers

[Video Post - NOVEMBER]: Common Asset Questions Explained

daniela938 — 2024-10-23 14:17:29 UTC

Join Attorney Andrew Cobin as he answers your common questions about assets, including Asset Protection Trusts (APTs), their effectiveness, and important limitations to consider.

Watch our video and discover the insights you need to make informed decisions.

📞(919) 629-0204

https://ncestateplanning.com

#AssetProtection #AssetTrusts #FinancialPlanning #EstatePlanning #ProtectYourAssets #NCEstatePlanning #NorthCarolinaLawyers

[Video Post - November]: Understanding Basis Set-Up | Scheduled 11/14/2024

daniela938 — 2024-10-23 14:18:36 UTC

Did you know that your "basis" is the original price you paid for an asset? Your basis plays a critical role in calculating your capital gains tax when you sell.

Understanding it can save you money and help you plan better for the future.

Check out our video for all the details and learn how to maximize your investment strategies.

📞(919) 629 0204

https://ncestateplanning.com

#AssetManagement #BasisSetUp #FinancialPlanning #NorthCarolinaLawyers #NorthCarolinaLaw #InvestmentStrategies #MoneyMatters #CapitalGainsTax

[Holiday Post] Happy Thanksgiving | Scheduled 11/28/2024

daniela938 — 2024-10-23 15:07:45 UTC

Happy Thanksgiving from all of us at Brady Cobin Law Group PLLC.

This season of gratitude reminds us of the importance of family, loved ones, and planning for the future. As you gather around the table, take a moment to reflect on what truly matters.

Wishing you a warm and joyful Thanksgiving filled with love and togetherness.

https://ncestateplanning.com

#Thanksgiving #EstatePlanning #Gratitude #FamilyFirst #HappyThanksgiving #FuturePlanning

[Post - November]: Client Experience | Scheduled 11/26/2024

daniela938 — 2024-10-23 15:18:30 UTC

At Brady Cobin Law Group PLLC, we pride ourselves on treating every client with kindness and friendliness.

Our commitment to being informative and professional guarantees that you always feel valued and understood.

We look forward to serving you with the same dedication and care.

📞(919) 629 0204

https://ncestateplanning.com

#SatisfiedClient #ClientTestimonial #EstatePlanning #NorthCarolinaLawyers #NorthCarolinaLaw #ClientFirst #LegalCare

[Post - November]: FAQ | Scheduled 11/12/2024

daniela938 — 2024-10-23 15:34:34 UTC

Make sure your assets are transferred to your chosen heirs with minimal cost and hassle.

Estate planning lets you decide who manages your affairs when you're unable to, and how your debts and assets are handled. Without a plan, a judge will make these choices for you.

📞(919) 629 0204

https://ncestateplanning.com

#EstatePlanning #EstatePlanningLawyer #EstatePlanningLaw #EstatePlanningTips #FinancialWellness #PlanYourLegacy #SmartEstatePlanning

[Post - November] What is a Will? | Scheduled 11/7/2024

daniela938 — 2024-10-23 15:51:27 UTC

Protect your family’s future with a well-crafted will.

A will is vital for making sure your wishes are honored and for easing the burden on your loved ones during tough times.

At Brady Cobin Law Group, PLLC, we help you to create a personalized estate plan that reflects your intentions. Start planning today.

📞(919) 629-0204

https://ncestateplanning.com/estate-planning/wills/

#EstatePlanning #Wills #EstatePlanningLawyer #NCEstatePlanning #WillsAndTrusts #ProtectYourLegacy #FuturePlanning #LegalAdvice

[Post - November]: What to Include in a Will? | Scheduled 11/21/2024

daniela938 — 2024-10-23 16:04:20 UTC

Planning for the future? Here’s what to include in your will:

Assets: Detail your bank accounts, investments, and cherished heirlooms to prevent family disputes.
Real Estate: Identify property ownership and consult a lawyer for the best way to handle it.
Beneficiaries: Clearly name those who will inherit, including their contact info for easy notification.
Executor: Choose a trusted person to manage your estate and consider a backup.
Guardianship: If you have kids, name guardians to safeguard their care.

📞(919) 629 0204

https://ncestateplanning.com/estate-planning/wills/

#EstatePlanning #Wills #EstatePlanningLawyer #WillsAndTrusts #FamilyFirst #EstatePlanningTips #NCEstatePlanning #WillPreparation #AssetDistribution

[Post] Super Lawyers: R. Daniel Brady | Scheduled 11/19/2024

daniela938 — 2024-10-30 15:15:41 UTC

We are proud to announce that our partner, Attorney R. Daniel Brady, has been selected to Super Lawyers for 2024.

This recognition underscores his dedication to guiding clients through the details of estate planning, probate and business law with knowledge and compassion.

Congratulations, Daniel. Your commitment to helping clients achieve their goals is truly commendable. We are proud to have you on our team.

https://profiles.superlawyers.com/north-carolina/raleigh/lawyer/r-daniel-brady/079e3ef5-263b-40cf-ba47-9988836a779b.html

#SuperLawyers #EstatePlanning #EstatePlanningAttorney #BusinessLaw #Recognition #LegalProfession

[Blog Post - DECEMBER]: Welcoming Rachel Harrell And Jennifer Whitmire to the Team | Scheduled 12/10/2024

daniela938 — 2024-11-01 22:43:11 UTC

At Brady Cobin Law Group PLLC, we're glad to introduce our newest attorneys: Rachel Harrell and Jennifer Whitmire.

Rachel and Jennifer are dedicated to compassionate estate planning. Together, they craft personalized plans that protect your future, offering trusted guidance and extensive knowledge to help you manage estate matters with clarity and confidence.

To learn more about them, visit our blog:

https://ncestateplanning.com/welcoming-rachel-harrell-and-jennifer-whitmire-to-the-team

#estateplanning #clientsupport #estatemanagement #ourteam #NCestateplanning #NClawyers #NClawfirm

[Blog Post - DECEMBER]: What Is Elder Law And How Can It Help Your Family? | Scheduled 12/17/2024

daniela938 — 2024-11-01 22:46:27 UTC

As the senior population grows, are you ready to protect your loved ones as they age?

Elder law helps families manage the complex issues that come with aging.

At Brady Cobin Law Group, PLLC, we understand the unique challenges that seniors in North Carolina face and in this blog, we’ll explore how elder law can safeguard your family’s future:

https://ncestateplanning.com/what-is-elder-law-and-how-can-it-help-your-family

#elderlaw #seniorcare #legalplanning #seniorsupport #elderlyrights #futureplanning #seniorhealth #elderabuseawareness #NClaw

[Blog Post - DECEMBER]: Think Estate Planning Isn’t Necessary? Here’s Why It Might Be | Scheduled 12/30/2024

daniela938 — 2024-11-12 15:45:03 UTC

Imagine facing a sudden event in which you cannot make your wishes known. It’s an unsettling thought, but one that highlights the importance of estate planning.

At Brady Cobin Law Group, we’re here to help North Carolina residents gain control over their future, no matter their age or assets.

Learn more about why estate planning is important for everyone:

https://ncestateplanning.com/is-estate-planning-necessary

#estateplanning #northcarolinalaw #planforthefuture #willsandtrusts #estateplan #familyprotection

[Post - DECEMBER]: Happy Holidays | Scheduled 12/25/2024

daniela938 — 2024-11-12 17:55:26 UTC

Wishing you a season filled with joy, love, and unforgettable memories. May your holidays sparkle with happiness and warmth.

https://ncestateplanning.com

#happyholidays #seasonofjoy #joyfulmoments #celebratetogether

[Post - JANUARY] Client Experience | Scheduled 1/13/2025

daniela938 — 2024-11-12 18:27:49 UTC

We're so grateful for the trust you’ve placed in us.

Our team is always here to listen, answer your questions, and take care of your needs. Thank you for choosing us.

📞(919) 629 0204

https://ncestateplanning.com

#satisfiedclient #clienttestimonial #estateplanning #northcarolinalawyers #northcarolinalaw #clientfirst #legalcare

[Post - DECEMBER]: What Happens If You Die Without A Will In North Carolina? | Scheduled 12/19/2024

daniela938 — 2024-11-12 18:40:44 UTC

Dying without a will is called “dying intestate.” If you die without a will in North Carolina, your estate will be divided according to state law. The division will depend on whether you have a spouse, children, and immediate family members.

📞(919) 629 0204

https://ncestateplanning.com/estate-planning/wills

#northcarolinalaw #estateplanning #willsandtrusts #intestate #familylaw #estatedistribution

[Post - DECEMBER]: The Requirements For Contesting A Will In North Carolina | Scheduled 12/12/2024

daniela938 — 2024-11-12 18:56:34 UTC

In North Carolina, someone contesting a will (a caveator) must meet these requirements:

Time limit: You have three years from when the will is probated in common form to file a challenge. In some cases, this time frame can be extended—for example, if you’re in prison, under 18, or declared incompetent.
Notification: You’ll need to notify everyone who has an interest in the estate about the caveat proceeding.
Bond: The probate court might require you to post a bond as part of the process.

Contesting a will requires a good understanding of probate law and how North Carolina’s court system works. We're here to help.

📞(919) 629 0204

https://ncestateplanning.com/will_contests

#northcarolinalaw #estateplanning #willsandtrusts #familylaw #estatedistribution

[Post - DECEMBER]: Grounds For Challenging A Will In North Carolina | Scheduled 12/6/2024

daniela938 — 2024-11-14 22:48:19 UTC

In a caveat proceeding, the person challenging the will (the caveator) needs to prove with clear evidence that the will isn’t valid.

Here are some common reasons to contest a will in North Carolina:

Lack of capacity: The person making the will (the testator) must be at least 18 years old and mentally able to understand their property and the terms of their will.
Undue influence: A will isn’t valid if someone pressured or manipulated the testator into making decisions they wouldn’t have made otherwise.
Fraud: If the testator was tricked into signing a will that doesn’t reflect their true wishes, the will can be invalidated.
Revocation: If there’s proof that the testator revoked the will, it is no longer valid.

If you’re considering contesting a will, we’re here to help. We can guide you through your legal options, gather the evidence you need, and represent your case during the caveat proceeding.

📞(919) 629 0204

https://ncestateplanning.com/will_contests

#northcarolinalaw #estateplanning #willsandtrusts #familylaw #estatedistribution #legalcounsel #NCestateplanning

[Post - JANUARY] Happy New Year | Scheduled 1/9/2025

daniela938 — 2024-12-17 22:38:57 UTC

Happy New Year!

May this new chapter bring you endless joy, growth, and unforgettable moments.

Here's to new beginnings, cherished memories, and all the opportunities that await.

https://ncestateplanning.com

#happynewyear #newbeginnings #freshstart #joyandhope #lawfirm

[Blog Post - JANUARY] Protecting Your Legacy with a Spousal Lifetime Access Trust (SLAT) in North Carolina | Scheduled 1/16/2025

daniela938 — 2024-12-17 22:41:21 UTC

At Brady Cobin Law Group, PLLC, we’re here to help you protect what matters most, your assets and your loved ones’ future. One great estate planning option to consider is a Spousal Lifetime Access Trust (SLAT), which helps secure your legacy.

Want to know more? Check out our blog to learn how a SLAT works and how it can benefit families in North Carolina!

https://ncestateplanning.com/spousal-lifetime-access-trust

#estateplanning #slat #assetprotection #northcarolinaestateplanning #trustplanning #ncestateplanning

[Post - JANUARY] Client Experience | Scheduled 1/31/2025

daniela938 — 2024-12-17 22:51:40 UTC

We are so grateful to have helped this amazing client create a comprehensive and well-designed estate plan.

At Brady Cobin Law Group, PLLC, we don’t just focus on today. We guide our clients in making decisions that will be relevant for years to come.

Thank you for allowing us to be part of this important journey.

📞(919) 629 0204

https://ncestateplanning.com

#satisfiedclient #clienttestimonial #estateplanning #northcarolinalawyers #northcarolinalaw #clientfirst #legalcare

[Reel Post - JANUARY] Your Estate Matters, and So Do You | Scheduled 1/23/2025

daniela938 — 2024-12-17 23:05:36 UTC

There are lots of options for estate planning, but when it comes to securing your legacy, choosing the right professionals is really important.

We’re honored to be part of your journey, bringing not just knowledge, but a deep respect for your wishes and a compassionate approach every step of the way.

Ready to get started? Contact us today and let’s talk about how we can help you plan for the future.

📞(919) 629 0204

https://ncestateplanning.com

#estateplanning #financialplanning #clientfirst #estatematters #NClawfirm

[Post - JANUARY] Estate Planning Needs Assessment | Scheduled 1/20/2025

daniela938 — 2024-12-17 23:48:23 UTC

At Brady Cobin Law Group, PLLC, we’ve been helping North Carolinians plan for the future for over 35 years.

Whether you need a will, power of attorney, trust, or another estate plan, our experienced team is here to provide personalized, caring advice to fit your unique needs.

Let us help you protect what matters most and secure your legacy. Simply fill out our Estate Planning Needs Assessment on our website:

https://ncestateplanning.com/tools/estate-planning-needs-assessment

#estateplanning #trusts #wills #northcarolinalaw #futureplanning #legacyplanning

[Post - JANUARY] Who Controls an Irrevocable Trust? | Scheduled 1/27/2025

daniela938 — 2024-12-17 23:58:56 UTC

In an irrevocable trust, the trustee is in charge.

While the beneficiary enjoys the benefits of the property, they don’t have control over how it’s managed. The trustee, however, has a duty to act in the beneficiary’s best interest.

What does this mean for you?

• The beneficiary receives the proceeds.
• The trustee makes all the decisions and ensures the property is managed correctly.
• The grantor may enjoy potential tax benefits.

This setup helps protect assets and can play a key role in your estate planning.

Want to learn more? Contact us today to discuss how an irrevocable trust can work for you.

📞(919) 629 0204

https://ncestateplanning.com/estate-planning/trusts/irrevocable-trust

#trustee #irrevocabletrust #estateplanning #fiduciaryduty #financialprotection

[Post - JANUARY] Maximize Your Wealth and Minimize Risks with an Irrevocable Trust | Scheduled 1/29/2025

daniela938 — 2024-12-18 00:08:43 UTC

An irrevocable trust is more than just passing on property; it’s about protecting what matters most.

From reducing taxes to safeguarding your wealth from creditors and preserving eligibility for Medicaid, an irrevocable trust provides many benefits.

Want to learn how an irrevocable trust can benefit you? Contact us today to discuss your options.

📞(919) 629 0204

https://ncestateplanning.com/estate-planning/trusts/irrevocable-trust

#irrevocabletrust #estateplanning #fiduciaryduty #financialprotection #wealthmanagement #taxsavings #assetprotection #medicaid

[Blog Post - FEBRUARY] What Is Probate and How Does It Work? | Scheduled 2/3/2025

daniela938 — 2024-12-19 22:44:18 UTC

Probate is the process of settling an estate after someone passes, with or without a will. 🏡 It helps manage assets, pay debts and taxes, and distribute everything according to the law, bringing peace of mind to families. 💙

Curious to learn more? Explore our latest blog post. ⬇️

https://ncestateplanning.com/how-does-probate-work

#probate #estateplanning #legalprocess #willandtestament #probatecourt #probateprocess #estateadministration #trustsandwills

[Blog Post - FEBRUARY] Looking to Simplify Your Estate Plan? Learn About Living Trusts | Scheduled 2/27/2025

daniela938 — 2025-01-09 16:02:56 UTC

Want to make your estate plan simpler? A living trust helps your loved ones inherit your home and belongings, no probate delays or extra costs. 🏡💼

At Brady Cobin Law Group, we create estate plans that provide privacy, efficiency, and peace of mind. 🙌

Learn more on our blog: https://ncestateplanning.com/looking-to-simplify-your-estate-plan-learn-about-living-trusts

#livingtrusts #estateplanning #probate #blog

[Post - FEBRUARY] Client Experience | Scheduled 2/24/2025

daniela938 — 2025-01-17 22:29:21 UTC

Thank you to our amazing clients for trusting us with your legal needs. 💙

Our team is dedicated to listening, understanding, and guiding you every step of the way. 💼

📞(919) 629 0204

https://ncestateplanning.com

#clientsuccess #clienttestimonial #northcarolinalawyers #northcarolinalaw #clientfirst #legalcare #NClawfirm

[Post - FEBRUARY 14] Happy Valentine's Day | Scheduled 2/14/2025

daniela938 — 2025-01-17 22:48:52 UTC

Love isn’t just about today, it's about tomorrow, too.

Make sure your loved ones are taken care of with a thoughtful estate plan. 💌

📞(919) 629 0204

https://ncestateplanning.com

#valentinesday #estateplanning #northcarolinalawyers #northcarolinalaw #legalcare

[Post - FEBRUARY] Are You Truly Prepared for the Unexpected? | Scheduled 2/6/2025

daniela938 — 2025-01-17 23:02:23 UTC

Your health is something you rarely think about until something goes wrong, but what if it does? 🤔

📝Planning ahead with medical directives and long-term care guarantee that you remain in control, even when you can't speak for yourself.

Take charge of your health now before it’s too late. ⏳

📞(919) 629 0204

https://ncestateplanning.com

#estateplanning #northcarolinalawyers #northcarolinalaw #legalcare #healthcareplanning #medicaldirectives #longtermcare #healthyliving

[Post - FEBRUARY] Long-Term Care: The Key to Protecting Your Health and Your Finances | Scheduled 2/10/2025

daniela938 — 2025-01-17 23:05:14 UTC

Long-term care is a reality that many Americans will face, and it’s expensive.💸

By planning ahead, you can protect both your health and your finances from unexpected long-term care costs.💰

Start your planning now so you can secure a better tomorrow.

📞(919) 629 0204

https://ncestateplanning.com

#estateplanning #northcarolinalawyers #northcarolinalaw #legalcare #longtermcareplanning #healthcareplanning #NClaw

[Reel Post - FEBRUARY] Comprehensive Legal Support for Your Golden Years | Scheduled 2/17/2025

daniela938 — 2025-01-17 23:09:09 UTC

Planning for the future shouldn’t be stressful. 🧓

Our experienced attorneys offer help with everything from estate planning to veterans’ benefits.🎖️

Let us help you protect what matters most. 🛡️

📞(919) 629 0204

https://ncestateplanning.com

#estateplanning #northcarolinalawyers #northcarolinalaw #legalcare #elderlawattorney #medicareplanning #veteransbenefits #longtermcare

[Post - FEBRUARY] Are You Ready for the Hidden Costs of Retirement? | Scheduled 2/20/2025

daniela938 — 2025-01-17 23:22:13 UTC

When planning for retirement, most people focus on income and daily expenses but what about the unexpected costs of long-term care? 💰

More than two-thirds of Americans over 65 will need long-term care at some point. Are you prepared? Planning ahead could save you from financial strain later 💸.

Start your planning today; your future self will thank you. 📅

📞(919) 629 0204

https://ncestateplanning.com/contact-us/

#estateplanning #northcarolinalawyers #northcarolinalaw #legaltips #longtermcare #retirementplanning #eldercare

[Video Post - MARCH] What Is an Elective Share? | Published 3/7/2025

daniela938 — 2025-02-04 14:53:35 UTC

In North Carolina, spouses can’t be disinherited without consent.🤝💍 They have the right to elect a share of the estate after death.

💡 Marital rights:

• 10% of the estate at marriage 💵

• 50% after 15+ years 💑

Want to know more? Watch our video 🎥

📞(919) 629 0204

https://ncestateplanning.com

#northcarolina #estateplanning #electiveshare #maritalrights #spouselaw #inheritance

[Video Post - MARCH] What Is a Revocable Trust? | Scheduled 3/17/2025

daniela938 — 2025-02-04 14:54:00 UTC

A Revocable Trust gives you the flexibility to change or revoke it anytime. It’s a smart estate planning tool to protect your assets, especially in case of disability. 💡💼

Curious about how it works? Watch our video to learn more 🎥

📞(919) 629 0204

https://ncestateplanning.com

#estateplanning #revocabletrust #trusts #financialplanning #protectyourassets #legaltips

[Post - MARCH] International Women's Day | Scheduled 3/8/2025

daniela938 — 2025-02-13 22:58:09 UTC

Celebrating #InternationalWomensDay 💜

Honoring the strength, resilience, and incredible achievements of women everywhere. Your impact and inspiration make a difference every day! 🙌✨

https://ncestateplanning.com

#IWD2025 #celebratewomen #march8

[Post - MARCH] Client Experience | Scheduled 3/13/2025

daniela938 — 2025-02-13 22:58:18 UTC

We’re proud to help clients effortlessly transition their estate plans, wills, and trusts. Our dedicated team makes sure you have peace of mind. 🙌✨ 🌟

Let us guide you through every step of the process, because your future matters. 🏡📝

📞(919) 629 0204

https://ncestateplanning.com

#clientsuccess #clienttestimonial #northcarolinalawyers #northcarolinalaw #clientfirst #legalcare #NClawfirm

[Blog Post - MAY] What Is Estate Litigation and When Is It Necessary? | Scheduled 8/7/2025

daniela938 — 2025-02-13 23:02:18 UTC

Estate litigation is the legal process of resolving disputes over the distribution of a loved one’s estate.

Whether you're managing an estate, challenging a will, or protecting fair distribution, it's important to understand your rights. 💼💔

👉 Need help managing an estate or challenging its administration? Read our blog and contact us.

https://ncestateplanning.com/estate-litigation

#estatelitigation #legalhelp #familyestate #estateplanning #legalcounsel

[Blog Post - MARCH] How to Incorporate Charitable Giving into Estate Planning | Scheduled 3/27/2025

daniela938 — 2025-02-13 23:02:53 UTC

Charitable giving can be one of the most meaningful ways to leave a legacy that reflects your values.

When thoughtfully integrated into estate planning, it allows you to support causes close to your heart while also enjoying potential financial benefits. 💖🌍

Read our blog and let’s explore how charitable giving can become a seamless part of your estate plan.

https://ncestateplanning.com/estate-planning-and-charitable-giving

#charitablegiving #estateplanning #financialplanning #givingback #charity

[Post - MARCH] Are You Worried About Losing Your Assets to Medicaid? | Scheduled 3/24/2025

daniela938 — 2025-02-13 23:09:17 UTC

You’ve worked hard your whole life to build your wealth. 💰

But did you know you could still qualify for Medicaid benefits? 🏥 Medicaid planning helps you protect your assets while meeting the program’s requirements.

The key? Start planning early. ⏳

📞(919) 629 0204

https://ncestateplanning.com/elder-law/medicaid-planning

#assetprotection #medicaidqualification #eldercare #medicaidplanning #northcarolina

[Post - MARCH] How to Protect Your Home While Qualifying for Medicaid | Scheduled 3/20/2025

daniela938 — 2025-02-13 23:10:42 UTC

Your home may not count as an asset for Medicaid, but improper property transfers can still result in penalties.🚫

To protect your home and qualify for Medicaid benefits, consider these strategies:

1️⃣ Irrevocable trusts: Transfer your home to an irrevocable trust to protect it and meet Medicaid eligibility. 🔒
2️⃣ Caregiver agreements: Formalize family caregiving with an agreement to avoid penalties. 👩‍⚖️
3️⃣ Real estate transfers: Transfer ownership to loved ones while following Medicaid rules. 📑
4️⃣ Look-back period: Plan transfers 5+ years ahead to avoid penalties. ⏳

Start planning today. We can help, contact us now.🌟

📞(919) 629 0204

https://ncestateplanning.com/elder-law/medicaid-planning

#assetprotection #medicaid #eldercare #medicaidplanning #northcarolina #elderlaw #assetprotection

[NL Blog Post - MARCH] What Is Estate Litigation and When Is It Necessary? | Scheduled 3/10/2025

daniela938 — 2025-02-17 14:58:56 UTC

Estate litigation happens when disputes over wills, trusts, or estates require legal action.

In North Carolina, this often involves will validity, beneficiary conflicts, or issues with executors and trustees. ⚖️💼

Want to know how to handle a will dispute or what to do if an executor is mishandling an estate? Read our detailed blog post for help: 📖👇

https://ncestateplanning.com/what-is-estate-litigation

#estatelitigation #wills #trusts #northcarolina #executorissues #willdisputes #estateplanning

[Video Post - MAY] Top 5 Reasons To Avoid Probate | Scheduled 5/27/2025

daniela938 — 2025-02-19 00:00:07 UTC

Join attorney Andrew Cobin, as he highlights the top five reasons to avoid probate:

🚫Loss of control: The court, not your executor, controls the process.

⏳Lengthy process: Probate can take over a year to complete.

💰High costs: Court and attorney fees, along with other costs, add up quickly.

🌍Public exposure: Your estate becomes public record.

⚖️Increased risk of contests: Probate invites disputes.

🎥 Watch our video to learn more about how to avoid probate and secure your future.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #avoidprobate #probateprocess #probate #lawyertalk

[Video Post - MAY] What Is an Irrevocable Trust? | Scheduled 7/31/2025

daniela938 — 2025-03-06 15:21:33 UTC

An irrevocable trust is a powerful estate planning tool designed to protect assets, minimize taxes, and provide long-term security for your beneficiaries. 🏡💸

Unlike a revocable trust, an irrevocable trust cannot be easily changed or revoked once it is established, offering stronger asset protection and tax benefits. 🔒

📹 In this video, attorney Andrew Cobin explains how irrevocable trusts work, their key benefits, and whether they might be the right choice for your estate plan.💡

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #irrevocabletrust #assetprotection #lawyerlife #legaltips

[Video Post - MAY] Understanding Probate: A Breakdown | Scheduled 8/11/2025

daniela938 — 2025-03-12 14:07:21 UTC

Losing a loved one is hard enough, dealing with probate shouldn’t be another stress. If your loved one had assets in their name, probate is likely inevitable, will or no will.

Attorney Jennifer Whitmire walks you through the key steps:

1️⃣ The application process
2️⃣ Estate inventory
3️⃣ Accounting phase

Get the clarity you need. Watch the full video now.

📞(919) 782 3500

https://ncestateplanning.com

#probate #estateplanning #legalhelp #probatehelp #lawyerlife #northcarolina

[Video Post - JUNE] What Is Elder Law? | Scheduled 6/9/2025

daniela938 — 2025-03-12 14:08:07 UTC

Attorney Gretchen Cleevely explains that Elder Law isn’t just for seniors. It’s also for those in their 40s and 50s who want to plan for long-term care, as well as individuals with special needs or disabilities.

In this video, Attorney Gretchen shares the importance of Elder Law and how it can help secure your future, no matter your age.🔏

👉 Watch the full video now to get all the info you need. 🎥

📞(919) 782 3500

https://ncestateplanning.com

#elderlaw #longtermcare #specialneedsplanning #disabilityplanning #elderlawattorney

[Post - APRIL 18] A New Chapter | Scheduled 04.18.25

daniela938 — 2025-03-26 17:37:24 UTC

We’ve got something special to share: Brady Cobin Law Group, PLLC has officially rebranded to Trusts and Estates Law Group of North Carolina.

This isn’t just a new name, it’s a reflection of who we are and the deep commitment we’ve always had to serving you, our amazing clients. 🤝💼 We’re focused on providing personalized, legal help in trusts and estates. 🏛️💡

We’re grateful for your trust and support as we take this next step together. Here’s to continuing our journey with you!

https://ncestateplanning.com/

#newchapter #trustsandestates #northcarolinalaw #estateplanning #rebranding

[Post - MAY] Don’t Leave Your Family Struggling – Secure Your Will Now | Scheduled 5/29/2025

daniela938 — 2025-03-26 18:33:23 UTC

Life is unpredictable, but your family’s future doesn’t have to be. Without a will, your loved ones could face added stress during an already challenging time.

✍️📜 Our lawyers are here to help you create a will and guarantee your family is cared for.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#estateplanning #wills #raleighlawyer #estateplan

[Post - MAY] Are You Prepared for Long-Term Care Costs? | Scheduled 7/7/2025

daniela938 — 2025-03-26 19:06:11 UTC

📈 The rising costs of nursing homes and home care are putting a strain on many families.

Don’t let the unexpected costs of long-term care catch you off guard. We’re here to help you understand Medicaid eligibility and protect your hard-earned assets. 💰

Reach out to us, and let’s work together to create a plan that fits your needs. ✍️

📞(919) 782 3500

https://ncestateplanning.com/elder-law/long-term-care-crisis-planning

#longtermcare #elderlaw #medicaidplanning #northcarolina

[Post - MAY] Client Testimonial | Scheduled 6/2/2025

daniela938 — 2025-03-26 19:38:29 UTC

We’re grateful to have helped another wonderful client put their estate plan in place. ✒️📃

It’s our goal to make sure your plan is ready in a reasonable time frame, so you can have peace of mind. ⏰ Thank you for trusting us to be part of your journey.

📞(919) 782 3500

https://ncestateplanning.com

#clientsuccess #clienttestimonial #northcarolinalawyers #northcarolinalaw #review #legalhelp #NClawfirm

[Video Post - APRIL] Our New Chapter | Scheduled 04.21.25

ricardo308 — 2025-04-16 23:47:24 UTC

🎥 New name. Same trusted guidance.

We’re proud to share an important update: Brady Cobin Law Group is now Trusts and Estates Law Group of North Carolina.

While our name has changed, our mission remains the same: providing experienced, compassionate counsel in estate planning, elder law, and probate. Our commitment to honoring legacies and protecting families continues stronger than ever.

https://ncestateplanning.com/

#estateplanning #northcarolinalaw #legalupdate #lawfirm #announcement

daniela938 — 2025-05-22 14:35:24 UTC

[NL Blog Post - JUNE] When Is Probate Required in North Carolina? | Scheduled 6/19/2025

daniela938 — 2025-05-22 14:36:03 UTC

Losing someone close is already hard. Sorting through their estate can feel like one more thing you’re not quite ready for. One of the first questions that comes up is simple but important: does this need to go through probate?

Probate is the court process that gives someone legal authority to settle an estate paying debts, distributing property, and confirming a will if there is one. 📜

👉🏼 Want to understand whether probate applies to your situation and how to make the process easier? Read our blog:

https://ncestateplanning.com/when-is-probate-required

#probate #estateplanning #legalhelp #blog #estateadministration

[Reel Post - JUNE] Testimonial | Scheduled 6/12/2025

daniela938 — 2025-05-22 14:36:10 UTC

We’re grateful for the trust our clients place in us.

At Trusts and Estates Law Group, we help our clients create comprehensive estate plans that reflect their values and prepare them for the future. 📜

👉 Ready to make choices that matter for your future? Contact us to get started.

📞(919) 782 3500

https://ncestateplanning.com

#review #clienttestimonial #northcarolinalawyer #northcarolinalaw #legalcounsel #NClawfirm

[Post - JUNE] Not Everything Needs Probate | Scheduled 6/30/2025

daniela938 — 2025-05-22 14:36:16 UTC

Some assets pass automatically when someone dies:

💼 Life insurance or retirement accounts with a named beneficiary
🏡 Jointly owned property (with survivorship rights)
📑 Assets in a trust

If your loved one planned ahead, you may be able to avoid the probate process entirely.

📞(919) 782 3500

https://ncestateplanning.com/when-is-probate-required

#trusts #probatelawyer #probate #estateplanning

[Post - JUNE] Do You Need Probate? Here's What to Know After a Loved One Passes | Scheduled 6/5/2025

daniela938 — 2025-05-22 14:36:20 UTC

When a loved one dies, one of the first questions families ask is: “Do we need to go through probate?”

Sometimes yes. If there are assets or property that need to be legally transferred, probate is often required. But every situation is different.

Probate is the legal process that helps settle the estate paying debts, verifying any will, and making sure everything goes to the right people. 📝

📞(919) 782 3500

https://ncestateplanning.com/when-is-probate-required

#estateplanning #probatelawyer #estateplan #probate #legalhelp

[Post - JUNE] Did You Know? | Scheduled 6/16/2025

daniela938 — 2025-05-22 17:18:32 UTC

✅ As of 2025, your primary residence is usually exempt from Medicaid’s asset limit, if you plan to return to it or if a spouse, child under 21, or a disabled person lives there.

But here’s the catch: If you’re single, your home equity must be under $730,000 to qualify.

At The Trusts and Estates Law Group, we’ve guided North Carolina families in securing care while protecting their most valuable assets.

📞(919) 782 3500

https://ncestateplanning.com/can-i-qualify-for-medicaid-with-home

#medicaidplanning #estateplanning #elderlaw #northcarolinalaw #medicaid #assetprotection

[Reel Post - JUNE] Important Considerations for Medicaid Eligibility | Scheduled 6/23/2025

daniela938 — 2025-05-22 17:18:34 UTC

Understanding Medicaid eligibility is about more than just your home. Asset limits and the Estate Recovery Program can affect your financial future, especially for families in North Carolina.

Wondering how Medicaid rules impact your home and savings? Contact us to find out how you can protect what matters.

📞(919) 782 3500

https://ncestateplanning.com/can-i-qualify-for-medicaid-with-home

#medicaidplanning #estateplanning #elderlaw #northcarolinalaw #medicaid #assetprotection

[Post - JUNE] Let’s Make a Plan Your Family Will Be Thankful For | Scheduled 6/26/2025

daniela938 — 2025-05-22 17:18:42 UTC

We understand, conversations about wills and estate plans aren’t always easy. But taking the time to plan now can help your family avoid unnecessary stress and confusion in the future.

At Trusts and Estates Law Group, we offer thoughtful guidance, practical solutions, and genuine care.

🤝 Whether you’re starting from scratch or updating an existing plan, we’re ready to help.

💬 Contact us.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #estateplanning #trusts #wills #estateplan

[Reel Post - JULY] Testimonial | Scheduled 8/4/2025

daniela938 — 2025-06-12 17:10:24 UTC

We’re truly honored to support clients as they plan for life’s next chapter. Helping you feel secure about the future is why we do what we do.

If you're considering your long-term plans, we invite you to reach out. We're here to help you build a thoughtful, personalized plan for today and for the future.

📞(919) 782 3500

https://ncestateplanning.com

#clientreview #testimonial #northcarolina #northcarolinalaw #review #NClawfirm

[Post - JULY] Dividing Personal Property in North Carolina | Scheduled 7/24/2025

daniela938 — 2025-06-12 17:10:28 UTC

📜 A will is meant to guide how a loved one’s belongings are shared.

But what if the executor doesn’t follow it?

In North Carolina, you may be able to take legal action to make sure the will is honored.

Have questions about an estate? We’re here to help. Contact us today.

📞(919) 782 3500

https://ncestateplanning.com/probate-litigation

#northcarolinalaw #lawyers #probate #wills #inheritance #legalcounsel

[Carousel Post - JULY] Smart Estate Planning with Charitable Trusts | Scheduled 7/21/2025

daniela938 — 2025-06-12 17:10:30 UTC

Want to support your favorite causes while reducing estate taxes? 🏡

Charitable trusts offer a win-win for you, your family, and the nonprofits you care about.

Learn more about Charitable Remainder Trusts and Charitable Lead Trusts, and how they can fit into your estate plan.

Our attorneys are here to guide you through every step.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/charitable-planning

#charitabletrusts #estateplanning #raleighlawyer

[Post - JULY] Legal Tip: Include Charities in Your Estate Plan | Scheduled 7/28/2025

daniela938 — 2025-06-12 17:10:32 UTC

Want to give back even after you’re gone?

You can support your favorite cause through your will, trust, or retirement account.

Planned giving lets you help others, care for loved ones, and even lower taxes. ✅

Reach out to make sure it’s set up the right way.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/charitable-planning

#estateplanning #charitabletrust #legaltips #estateplan

[Post - JULY] Medical Directives & Long-Term Care: Smart Steps for Aging Wisely | Scheduled 7/17/2025

daniela938 — 2025-06-12 17:10:34 UTC

Life is unpredictable. Your health plan shouldn’t be.

Start preparing now so your wishes are clear and your future is protected.

1️⃣ Create medical documents like an Advance Directive and Health Care Power of Attorney
2️⃣ Plan for long-term care to avoid big financial surprises later

No matter your age, it’s never too early to plan for peace of mind.

📞(919) 782 3500

https://ncestateplanning.com/elder-law

#estateplanning #elderlaw #healthcare #medicaldirectives #longtermcare

[Post - JULY] Dealing with Probate Litigation? | Scheduled 7/10/2025

daniela938 — 2025-06-12 17:10:37 UTC

Dealing with a will dispute after someone passes away? ⚖️

Probate litigation includes fights over wills, fraud, or pressure put on someone before they died.

At Trusts and Estates Law Group, we help you challenge or defend a will in North Carolina’s court system.

Let’s protect your rights. Schedule your consultation today.

📞(919) 782 3500

https://ncestateplanning.com/probate-litigation

#probate #litigation #will #estateplanning #trustslawyer

[Post - JULY] 4th of July | Scheduled 7/4/2025

daniela938 — 2025-06-12 17:10:41 UTC

Happy 4th of July!

Wishing everyone a safe and meaningful day as we come together to celebrate and enjoy time with those around us.

https://ncestateplanning.com

#independenceday #4thofjuly #usa

[Reel Post - JULY] Meet the Team: Gretchen Cleevely | Scheduled 7/14/2025

daniela938 — 2025-06-12 17:21:25 UTC

Meet attorney Gretchen Cleevely 👋🏻

From acting on Law & Order to standing up for clients with disabilities, she brings heart and creativity to every case.

She helps families plan for aging, care needs, and public benefits with thoughtful, personalized guidance.

She’s also a theatre fan and a teacher of children with learning disabilities🎭

https://ncestateplanning.com/attorneys/gretchen-cleevely

#meettheteam #disabilitylaw #elderlaw #medicaidplanning #ourteam

[NL Blog Post - AUG] Facing an Estate Dispute? Learn How Legal Support Can Help | Scheduled 8/18/2025

daniela938 — 2025-07-08 15:11:14 UTC

When families face disagreements over a will or trust, the stress can run deep.

Hurt feelings, confusion, and money concerns all pile on.

If you’re in the middle of this, having legal support isn’t just helpful, it’s necessary. ⚖️

In this blog, learn how legal support can guide you in the process. 📖

https://ncestateplanning.com/estate-dispute

#familydisputes #willandtrust #estateplanning #blog #contestedestate

[Blog Post - AUG] Top Reasons Charitable Planning Makes Sense for Your Legacy | Scheduled 9/4/2025

daniela938 — 2025-07-10 20:42:43 UTC

Picture your will as more than just financial instructions, it's a tribute to your life’s work, your family, and your community spirit.

In this blog, you’ll see how charitable planning fits into your estate plan and why it creates lasting impact across North Carolina.

https://ncestateplanning.com/reasons-for-charitable-planning

#estateplanning #charitablegiving #northcarolinalaw #blog

[Post - AUG] Have Kids? Own a Home? You Need a Will This August | Scheduled 8/14/2025

daniela938 — 2025-07-10 20:42:51 UTC

August is National Make-A-Will Month, a good time to think about the people and things that matter most. 👨‍👩‍👧‍👦

Whether it’s making sure your kids are cared for, your home is protected, or your savings go where you want them to, having a will in place can bring real peace of mind.

Reach out today and take the first step. ✅

📞(919) 782 3500

https://ncestateplanning.com/contact-us

#makeawillmonth #estateplanning #willandtrust

[Post - AUG] Testimonial | Scheduled 8/28/2025

daniela938 — 2025-07-10 20:43:14 UTC

We're deeply thankful for clients who trust us with such personal and important decisions.

Our team takes the time to walk you through every option: the pros, the cons, and what works best for your family.

Your loved ones deserve a solid plan and so do you. Let’s make it happen.

📞(919) 782 3500

https://ncestateplanning.com/testimonials

#clientreview #testimonial #northcarolina #northcarolinalaw #review #NClawfirm

[Reel Post - AUG] Estate Planning: 5 Must-Have Documents You Shouldn’t Skip | Scheduled 8/21/2025

daniela938 — 2025-07-10 20:43:27 UTC

A will isn’t the only thing you need to protect your loved ones. From naming who can make medical decisions to avoiding court delays and unnecessary taxes, estate planning covers more than most people think.

If you don’t have these 5 basics in place, it might be time to start the conversation.

Let’s take care of it together.

📞(919) 782 3500

https://ncestateplanning.com/core-elements-of-estate-planning

#estateplanning #estateplan #northcarolinalaw

[Reel Post - AUG] Meet the Team: GRAHAM B. SCHMIDT | Scheduled 9/8/2025

daniela938 — 2025-07-10 20:43:34 UTC

Meet Graham Schmidt 👋

Graham focuses on estates to ease anxiety about the future. Whether planning ahead or coping with loss, he provides calm, clarity, and a plan for what’s next.

With 18 years of experience in estate litigation, he helps clients navigate disputes and protect their loved ones’ wishes.

He’s licensed in both North Carolina and Illinois and is passionate about improving estate law through education and advocacy. ⚖️

https://ncestateplanning.com/attorneys/graham-b-schmidt

#meettheteam #estateplanning #ourteam #legalprofession #estatelawyer

[Post - AUG] Keep Your HIPAA Release Accessible and Clear | Scheduled 9/ 1/2025

daniela938 — 2025-07-10 21:31:33 UTC

A HIPAA release protects your health info but only if the right people can access it.

Notify your doctors, health care agent, and any trustees once your attorney prepares it.

Keep copies with your health care power of attorney so trusted people know where to find them. 📂

Clear access means better care when it matters most.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/hipaa-authorization

#hipaarelease #estateplanning #healthcare #legalplanning

[Post - AUG] Protect What You’ve Earned. Plan for Medicaid Now | Scheduled 8/25/2025

daniela938 — 2025-07-10 21:31:37 UTC

Medicaid offers important health and long-term care benefits but qualifying can be tricky if you’ve saved throughout your life.

With smart Medicaid planning, you can protect your assets and avoid costly penalties from the 5-year look-back rule.

We’re here to help you plan ahead.

📞(919) 782 3500

https://ncestateplanning.com/elder-law/medicaid-planning

#medicaidhelp #elderlaw #estateplanning #longtermcareplanning

[Post - SEPT] Testimonial | Scheduled 10.01.25

daniela938 — 2025-08-08 21:22:17 UTC

At Trusts and Estates Law Group, we value every single client and handle each matter with care, efficiency, and empathy.

Your best interest is always our priority.

Schedule your consultation today.

📞(919) 782 3500

https://ncestateplanning.com

#clienttestimonial #northcarolina #review #legalhelp #NClawfirm

[Post - SEPT] Don’t Wait to File Probate: Here’s What to Do First | Scheduled 09.23.25

daniela938 — 2025-08-08 21:22:21 UTC

Probate can be complex, but acting swiftly after a loss is key.

✅ Secure and file the will with the proper court to validate it.

✅ Receive court authority to act as the estate's personal representative.

✅ Notify beneficiaries and creditors to fulfill legal obligations.

Contact our team today for guidance on starting probate in your county.

📞(919) 782 3500

https://ncestateplanning.com/estate-administration/probate-administration

#probatelawyer #estateplanning #northcarolinalaw #estateadministration

[Post - SEPT] Revocable vs. Irrevocable Trusts | Scheduled 10.06.25

daniela938 — 2025-08-08 21:22:23 UTC

The type of trust you choose depends on your objectives.

With a revocable trust, you can manage the assets and make changes freely, but the trust's assets are still subject to estate taxes.

An irrevocable trust offers more robust asset protection and potential tax savings, as you surrender control over the assets once the trust is created.

To determine the best fit for your needs, let's explore your options together.

📞(919) 782 3500

https://ncestateplanning.com/types-of-trusts

#estateplanning #trusts #assetprotection #taxplanning #legaltips

[Carousel Post - SEPT] Why Establish a Trust in North Carolina? 5 Key Benefits for Your Family | Scheduled 09.29.25

daniela938 — 2025-08-08 21:22:25 UTC

A trust is a relationship where a settlor gives a trustee control over property for the benefit of a beneficiary.

Families choose trusts not for their formality, but for their ability to meet specific, real-world needs.

With a variety of ways to accomplish your estate planning objectives, a trust often provides the most adaptable solution under North Carolina law.

📞(919) 782 3500

https://ncestateplanning.com/types-of-trusts

#trust #estateplan #estateattorney #legal

[Reel Post - SEPT] Meet the Team: Jennifer Whitmire | Scheduled 09.25.25

daniela938 — 2025-08-08 21:22:27 UTC

Meet the Team: Jennifer Whitmire

Born and raised in the beautiful mountains of North Carolina, Jenny Whitmire is dedicated to helping families protect their legacy.

⚖️ As an attorney focusing on estate planning and estate administration, she combines local insight, strong academic training, and professional skills to guide clients with care and precision.

We’re proud to have Jennifer as part of our team, serving our community with dedication and heart.

📞(919) 782 3500

https://ncestateplanning.com/attorneys/jennifer-whitmire

#estateplanning #estateadministration #meettheteam #northcarolinalaw #lawfirm

[Reel Post - SEPT] 4 Types of Legal Guardianship in North Carolina | Scheduled 09.19.25

daniela938 — 2025-08-08 21:22:29 UTC

When a court finds someone is unable to make their own decisions, it's important to understand the different levels of assistance available.

Here are the different types of guardianship: ⬇️

• Guardian of the person

• Guardian of the estate

• General guardianship

• Limited guardianship

Navigating a guardianship case can be complicated. Contact us to discuss your options.

📞(919) 782 3500

https://ncestateplanning.com/types-of-guardianship

#guardianship #northcarolinalaw #estateplanning #legalhelp

[Blog Post - SEPT] Guardianship Process for Adults with Mental Illness in North Carolina | Scheduled 10.08.25

daniela938 — 2025-08-08 21:22:31 UTC

A loved one's severe mental illness can make it impossible for them to handle life's necessities.

⚖️ North Carolina's court system offers a guardianship process to appoint a person to make decisions for them, from medical care to financial matters.

This article provides a clear roadmap of the legal process, addresses common concerns, and explains how the law is structured to protect the individual's best interests.

https://ncestateplanning.com/types-of-guardianship

#guardianship #blog #estateplanning #trustsandestates #legalhelp

[Blog Post - SEPT] Advance Directive vs. Living Will: What’s the Difference? | Scheduled 09.17.25

daniela938 — 2025-08-08 21:22:33 UTC

Worried about who will make healthcare decisions for you if you become incapacitated? 🩺

We're clarifying the difference between a living will and an advance directive in our latest blog post, helping you understand how each document protects your health decisions. ⬇️

https://ncestateplanning.com/advance-directive-vs-living-will

#livingwill #advancedirective #estateplanning #healthcareplanning

[NL Blog Post - OCT] Worried About Long-Term Care? Learn How Elder Law Can Protect Your Assets

daniela938 — 2025-08-27 16:23:41 UTC

Imagine paying $12K+ every month for care in NC. That’s what long-term nursing can cost.

Medicare? Covers short stays.
Medicaid? Only if you meet strict asset limits.

The key = plan early.
✅ Protect your savings, protect your family.

👉🏻 Blog link:

https://ncestateplanning.com/elder-law-benefits

#longtermcare #medicaidplanning #elderlaw #estateplanning

[Video Post - OCT] Executor Duties: What You're Really Signing Up For | Scheduled 10.22.25

ricardo308 — 2025-09-16 22:58:23 UTC

Serving as an executor is more than just a title. It comes with serious legal and financial responsibilities, from managing assets to carrying out the wishes of a loved one properly.

Before you agree to take on this role, it’s important to understand what it really involves. Knowledge is the first step to making confident decisions.

👉🏻 At The Trusts and Estates Law Group, we guide clients through estate and family law matters with clarity and care. If you have questions about serving as an executor, reach out to us today.

📞(919) 782 3500

https://ncestateplanning.com

#probate #probatelawyer #northcarolina #legalhelp #lawyertalk

[Post - OCT] Is Notarization Required for a Valid Will in North Carolina? | Scheduled 10.16.25

ricardo308 — 2025-09-17 23:04:41 UTC

✍🏻 The short answer: No.

A will in North Carolina does not need notarization to be valid. As long as it meets state requirements, it can still be admitted to probate.

So why do some families still add a notary? For convenience. A self-proving affidavit (not the will itself) can speed things up in probate.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#estateplanning #northcarolinalaw #legaltips #will #estatelawyer

[Post - OCT] Why Add a Self-Proving Affidavit to Your Will? | Scheduled 10.24.25

ricardo308 — 2025-09-17 23:12:31 UTC

Adding this simple affidavit can make probate smoother and faster.

• No need to track down witnesses years later
• Less cost and fewer delays in court
• Peace of mind for your family during tough times

A little paperwork today can prevent big headaches tomorrow. 📃

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#lastwill #NCprobate #estateplan #wills

[Post - OCT] If Your Will Isn’t Valid, Who Decides? | Scheduled 11.12.25

ricardo308 — 2025-09-17 23:20:08 UTC

If your will isn’t valid, here’s what happens: the court ignores it. Instead, intestate succession takes over, splitting your property according to state law.

This process:
➡️ Gives shares based on statute, not your wishes
➡️ Ignores blended families or charitable goals
➡️ Can cause conflict, delays, and legal costs

The solution is simple: make sure you have a valid, current will so your voice guides what happens, not the state’s.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#estateplanningattorney #estatelawyer #NClaw #legal

[Reel Post - OCT] Meet The Team: Bernice Kendall | Scheduled 11.11.25

ricardo308 — 2025-09-17 23:44:50 UTC

👋🏻 Meet Bernice Kendall, our dedicated paralegal whose passion for public service shines through every day.

With decades of experience in probate, estate administration, and guardianship, Bernice guides families with clarity and compassion, especially during life’s most difficult times. She has a gift for turning complex legal processes into simple, understandable steps.

💬 In her words: “Helping families who are facing a difficult time after the loss of a loved one is what really matters at the end of the day. I want them to know they are not alone.”

https://ncestateplanning.com/bernice-kendall/https://ncestateplanning.com/bernice-kendall

#ourteam #clientcare #paralegal #estateplanning #lawfirm

[Reel Post - OCT] Comprehensive Guidance, Exceptional Results | Scheduled 11.14.25

ricardo308 — 2025-09-18 00:01:43 UTC

We are so grateful for clients who trust us with something as important as protecting their family and legacy. 🏠

Attorney Andrew Cobin, Karen, and the entire team are committed to providing thoughtful guidance, timely communication, and seamless execution for every estate plan.

Thank you to this family for sharing their experience. It’s an honor to walk alongside you in the planning process.

📞(919) 782 3500

https://ncestateplanning.com

#testimonial #clientreview #estateplanninglawfirm #legalsupport #northcarolina

[Post - OCT 20] Estate Planning Awareness Week | Scheduled 10.20.25

ricardo308 — 2025-09-18 00:18:47 UTC

Did you know your estate plan should grow with you? 📝

Buying a home is the perfect time to review (or create) a plan that safeguards your family, your property, and your future.

Call us today and let’s start building your plan together.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #legaltips #protectyourlegacy #estateplanningawarenessweek

[Video Post - NOV] How Long Does Probate Take? | Scheduled 11.17.25

ricardo308 — 2025-09-22 23:57:04 UTC

⏳ How long does probate take in North Carolina?

The answer depends on the size of the estate, the assets involved, and whether any disputes arise. Some cases can be resolved in months, while others may take a year or more.

In this video, Attorney Andrew Cobin explains the probate process in North Carolina and what families can expect when handling a loved one’s estate.

Watch to learn more, then contact our office for guidance with your probate or estate planning needs.

📞(919) 782 3500
🌐 https://ncestateplanning.com/probate-lawyer

#probatelawyer #estateplanning #northcarolinalaw #lawyertalk

[Post - OCT] Congratulations Brooke West

ricardo308 — 2025-10-02 20:56:06 UTC

Big news at our firm! 🎉

We’re proud to announce that Brooke West, who has been an incredible part of our team as a paralegal, has officially passed the bar exam!

With this achievement, Brooke now steps into the role of attorney and will begin working directly with clients.

Please join us in congratulating Brooke on this outstanding accomplishment and the new chapter ahead! 👏🏼⚖️

https://ncestateplanning.com

#barexamsuccess #newattorney #legalcareer #milestone #congratulations

[Post - OCT] From Dedication to Achievement | Scheduled 10.17.25

ricardo308 — 2025-10-16 00:19:28 UTC

Big congratulations to Brooke West on her official swearing-in as an attorney! 🎉⚖️

Brooke has been an important part of our team, and we’re happy to see her take this next step in her legal career. Her dedication, professionalism, and passion for helping clients make her an incredible addition to our attorney team.

We’re proud to see all that Brooke will accomplish as she continues to grow with our firm and serve our clients with the same commitment and care she’s always shown. 💼

🔗 ncestateplanning.com

#swearingin #attorney #legalcareer #teamhighlight #congratulations

[Video Post - NOV] Reasons to Create an Informal Asset Inventory | Scheduled 11.21.25

ricardo308 — 2025-10-16 20:59:53 UTC

Most families don’t realize how valuable an informal asset inventory can be until they need one.

It’s not just about organization; it’s about protecting your loved ones and simplifying your estate process.

▶️ Watch now to find out how this easy tool can help.

Ready to take the first step? Contact our team to get started.

📞(919) 782 3500

https://ncestateplanning.com

#estateplan #northcarolinaestate #lawyertalk #assets

[Video Post - NOV] Quick Overview of the Probate Process | Scheduled 12.03.25

ricardo308 — 2025-10-17 20:02:14 UTC

Probate doesn’t have to be confusing. 🏛️

In this short video, Attorney Andrew Cobin explains what really happens when someone’s estate goes through probate in North Carolina. 📜

Save this for when you need it. It might come in handy one day.

📞(919) 782 3500

https://ncestateplanning.com/probate-lawyer

#probate #lawyertalk #probateattorney #legalcounsel #estatelawyer

[Post - NOV] Did You Know? | Scheduled 12.01.25

ricardo308 — 2025-10-17 21:05:58 UTC

Did you know that working with a probate lawyer can keep the process running smoothly and prevent unnecessary delays?

A skilled attorney helps submit the will, secure authorizations, and make sure every legal requirement is met.

If a will is contested or complications arise, having professional guidance can make all the difference.

The Trusts and Estates Law Group is here to support families through every stage of probate with experience and compassion. 🌿

Schedule your confidential consultation today to get started.

📞(919) 782 3500

https://ncestateplanning.com/probate-lawyer

#probatehelp #estateattorney #northcarolinaestate #probatelawfirm

[Post - NOV] How Does a Revocable Trust Work? | Scheduled 11.20.25

ricardo308 — 2025-10-17 21:15:38 UTC

Curious about how a revocable trust works? Think of it as a vessel that holds your property while letting you stay in control. You can manage your assets as you normally would, but when you pass away, those assets go directly to your chosen beneficiaries without going through probate. 🏡

This means a smoother transition, reduced costs, and greater privacy for your loved ones.

The Trusts and Estates Law Group can help you set up a revocable trust tailored to your goals. ⚖️

📞(919) 782 3500
Schedule a consultation to get started.

https://ncestateplanning.com/estate-planning/trusts/revocable-trust

#revocabletrust #estateplan #trusts #estateplanning

[Reel Post - NOV] Exceptional Support Through a Challenging Estate Process | Scheduled 12.05.25

ricardo308 — 2025-10-17 21:32:49 UTC

We are grateful for the kind words from a client who recently worked with our firm.

Our team guided their family through the challenges of administering an insolvent estate with professionalism, efficiency, and care. Knowing that our support brought clarity and peace of mind during a difficult time means the world to us. 🫱🏻‍🫲🏼

At Trusts and Estates Law Group, we are committed to helping families handle every stage of the estate process with confidence and compassion. ⚖️

📞(919) 782 3500

https://ncestateplanning.com

#clientfeedback #northcarolinalaw #clientreview #estateattorney

[Reel Post - NOV] Meet the Team: Gwen Pearce | Scheduled 11.24.25

ricardo308 — 2025-10-17 21:56:45 UTC

Meet Gwen Pearce, Paralegal at Trusts and Estates Law Group.

With over 25 years of experience in elder law planning, guardianships, and estate administration, Gwen brings both skill and heart to every client she serves. 🫶🏼

Having walked through her own family’s experiences with loss and caregiving, she understands the challenges our clients face and guides them with compassion and clarity. 🌿

At Trusts and Estates Law Group, we are proud to have professionals like Gwen who treat every client as family.

https://ncestateplanning.com/gwen-pearce

#meettheteam #paralegal #northcarolinalawfirm #ourteam #legalsupport

[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

ricardo308 — 2025-10-17 22:32:14 UTC

As we gather around the table this Thanksgiving, we’re reminded of the importance of gratitude and connection. 🍂

At Trusts and Estates Law Group, we’re thankful for the trust our clients place in us and for the opportunity to help families protect what matters most. 💙

Wishing you and your loved ones a peaceful and joy-filled Thanksgiving.

https://ncestateplanning.com

#gratitude #happythanksgiving #lawfirm #thankful #estateplanning

[Blog Post - NOV] Estate Planning Myths That Can Haunt Families | Scheduled 11.17.25

ricardo308 — 2025-10-30 13:43:24 UTC

Many families believe a simple will is enough or that estate planning is only for the wealthy. The truth is, these common myths can cause confusion, delays, and even heartache when it matters most. A strong estate plan protects you while you are alive and makes things easier for the people you love after you are gone.

In our latest blog, we break down the biggest misconceptions and explain what it really takes to create a plan that works.

👉 Read the full article to learn how to protect your family from costly mistakes and gain lasting peace of mind:

https://ncestateplanning.com/estate-planning-myths-that-can-haunt-families

#estateplan #blog #estateplanning #estatelawyer

[Video Post - DEC] Why Creating a Trust Isn’t Enough: The Importance of Funding It | Scheduled 12.23.25

ricardo308 — 2025-11-03 19:39:59 UTC

Creating a trust is just the first step, but did you know it won’t actually protect your assets until it’s funded? 🏦

Transferring your property, accounts, and assets into the trust ensures your plan works when it matters most.

Watch to learn why an unfunded trust can leave your loved ones facing the very probate process you hoped to avoid. ⚖️

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #trusts #estateplan #lawyertalk

[Video Post - DEC] What Happens in the Days After a Loved One Passes | Scheduled 12.16.25

ricardo308 — 2025-11-10 23:25:19 UTC

Losing a loved one is never easy, and the days that follow can feel overwhelming.

In this video, we walk you through the first steps of estate administration, from identifying assets to understanding your legal responsibilities, so you can move forward with clarity and confidence. ⚖️

If you’ve recently lost someone and need help managing their estate, we’re here to guide you through every step.

📞(919) 782 3500

https://ncestateplanning.com

#estateadministration #estatelaw #trustsandestates #legalcounsel

[Video Post] What Happens If You Die Without a Will in North Carolina? | Scheduled 01.26.26

ricardo308 — 2025-11-10 23:28:58 UTC

What really happens if someone passes away without a will in North Carolina? ⚖️

In this video, we explain how state law determines who inherits your assets, who handles your estate, and what challenges your loved ones may face without clear instructions in place. 💼

Planning ahead ensures your wishes are honored and your family is protected.

Contact our team to learn how we can help you create a will that gives you peace of mind.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #northcarolinalaw #wills #legalguidance #lawyertalk

[Video Post - DEC] What Assets Avoid Probate? | Scheduled 12.29.25

ricardo308 — 2025-11-10 23:32:31 UTC

Not all assets have to go through probate. 🏠💰

In this video, we explain which types of assets can bypass the probate process, such as jointly owned property, accounts with designated beneficiaries, and assets held in a trust. ⚖️

Understanding how probate works can help you plan ahead and make things easier for your loved ones.

Contact our team today to learn how to structure your estate efficiently.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #probate #legalcounsel #estateplan #probatelawyer

[Post - DEC] Should You Hire a Lawyer to Draft Your Will? | Scheduled 12.18.25

ricardo308 — 2025-11-17 21:41:17 UTC

Do you really need legal help when creating a will? A will seems simple, but North Carolina has strict rules that determine whether your wishes are enforced. One mistake can open the door for challenges that disrupt your plan. ⚖️

A lawyer helps you meet state requirements, reduce tax burdens, and choose whether assets should pass through a trust or your will. This guidance helps protect the people you care about.

If your will ever needs an update, an attorney makes sure each change is valid and clear. ✍🏼

Thinking about creating or revising your will? Let’s talk.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#northcarolina #wills #estateplan #legaltips

[Post - DEC] Is Handling a Trust on Your Own a Good Idea? | Scheduled 01.05.25

ricardo308 — 2025-11-17 22:27:29 UTC

Thinking about managing a trust without legal help? Trustees face complex requirements, from filing the right documents to handling tax responsibilities and distributing assets correctly. These steps can carry serious consequences if done incorrectly. ⚠️

Beneficiaries may raise concerns or even consider legal action if they feel something was mishandled. Professional guidance helps you stay protected and compliant.

A trust administration attorney can streamline the process, reduce stress, and support you through every stage of the administration. ✔️

Considering help with trust administration? Contact us today.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/trust-administration-in-raleigh-nc

#trustadministration #estateplanning #trusts #estateattorney

[Reel Post - DEC] Meet the Team: Karen Ashcraft Cole

ricardo308 — 2025-11-17 23:07:06 UTC

Meet the Team: Karen Ashcraft Cole 👋🏻

With a unique blend of psychology training and paralegal experience, Karen brings empathy, clarity, and genuine care to every client she serves.

She helps families feel supported through each step of the estate planning process, creating customized plans that reflect their goals and what matters most. ⚖️

After more than 20 years in North Carolina, Karen enjoys life here as a gardener, painter, and lover of the outdoors.

We’re proud to have Karen on our team, guiding clients with compassion and purpose.

https://ncestateplanning.com/karen-cole

#estateplanning #estateplan #meettheteam #northcarolinalaw #lawfirm

[Reel Post - DEC] A Wonderful Experience for Our Estate Planning Needs | Scheduled 01.08.25

ricardo308 — 2025-11-17 23:31:19 UTC

At Trusts and Estates Law Group, we are dedicated to offering knowledgeable guidance and a supportive experience from the moment you walk through our doors.

Hearing that clients appreciate our professionalism and helpful approach reinforces our commitment to making estate planning feel clear, manageable, and reassuring.

Your family’s future deserves thoughtful attention, and we’re here to provide exactly that. 🫱🏻‍🫲🏼

Schedule your consultation today.

📞(919) 782 3500

https://ncestateplanning.com

#clienttestimonial #northcarolina #review #legalhelp #NClawfirm

[Post - DEC] Happy Holidays | Scheduled 12.25.25

ricardo308 — 2025-11-17 23:41:13 UTC

Wishing you and your loved ones a joyful and peaceful holiday season. ❄️

May the days ahead be filled with comfort, connection, and moments that matter most.

From all of us at Trusts and Estates Law Group, Happy Holidays! 🎁

https://ncestateplanning.com

#happyholidays #holidayseason #northcarolina #community

[NL Blog Post - NOV] Having the Estate Planning Conversation at the Holiday Table | Scheduled 12.09.25

ricardo308 — 2025-11-18 20:57:26 UTC

The holidays bring us together, making it the perfect moment to talk about something truly meaningful: how we want to care for one another in the future. Starting the estate planning conversation now is an act of love that gives everyone clarity and peace of mind.

👇🏼 Read the full blog to learn how to begin the discussion thoughtfully:

https://ncestateplanning.com/having-the-estate-planning-conversation-at-the-holiday-table

#holidays #estateplanning #estateplan #blog

[Reel Post - JAN] Welcoming Mariah Street | Scheduled 01.21.26

ricardo308 — 2026-01-06 22:57:36 UTC

We are pleased to welcome Mariah Street to our North Carolina estate planning and elder law team. 🤝⚖️

Mariah brings a thoughtful, client focused approach to planning, with an emphasis on clear communication, personalized guidance, and compassionate support for every family she serves.

We look forward to the knowledge, care, and dedication she brings to our firm and to the clients who trust us with their future.

https://ncestateplanning.com/attorney-mariah-street

#attorney #meettheteam #northcarolina #legal

[Post - JAN] Krispy Kreme Challenge | Scheduled 02.05.26

ricardo308 — 2026-01-06 23:20:30 UTC

You might be wondering if our team is really taking on a race that combines running with eating a dozen Krispy Kreme doughnuts. A few members of our firm are participating in the Krispy Kreme Challenge as a fun team activity and to support a great cause.

This iconic Raleigh tradition benefits UNC Children’s Hospital and brings together teamwork, endurance, and a little fun outside the office.

📅 Saturday, February 7, 2026
📍 NC State Memorial Belltower

👉 Cheer us on and learn more about the event at krispykremechallenge.com 🍩🏃‍♂️

#krispykremechallenge #raleigh #teamwork #community

[Post - JAN] Have You Planned for the Year Ahead? | Scheduled 01.19.26

ricardo308 — 2026-01-07 00:06:59 UTC

With the year already in motion, have you thought about whether your estate plan is complete and up to date?

Estate planning is an important step in protecting your loved ones and your legacy.

January is a great time to take action and start the year feeling prepared and informed.

Reach out today to begin your estate planning journey. 🫱🏻‍🫲🏼

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #northcarolina #raleighestate #estatelawyer

[Post - JAN] Are You Prepared to Administer a Trust? | Scheduled 01.28.26

ricardo308 — 2026-01-07 19:04:11 UTC

If you have been named a trustee, you may be wondering whether you are fully prepared for the responsibilities ahead. Trust administration often involves legal filings, financial decisions, and navigating family dynamics, all while meeting strict fiduciary duties.

Working with a trust administration attorney can help you stay compliant and confident throughout the process.

Contact our office to schedule a consultation and discuss your trust administration responsibilities.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/trust-administration-in-raleigh-nc

#trust #estateadministration #estatelawyer #northcarolina

[Post - JAN] Did You Know? | Scheduled 01.23.26

ricardo308 — 2026-01-07 19:19:43 UTC

An irrevocable trust is often used as a planning tool to help protect assets and preserve long term financial security. By transferring ownership into the trust, individuals may be able to reduce exposure to certain legal and financial risks. 🏠🛡️

Because every situation is different, it is important to understand how this type of trust works before moving forward.

Schedule a consultation with our team to see if an irrevocable trust is right for your estate plan.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/trusts/irrevocable-trust/

#irrevocabletrust #estateplanning #assetsprotection #legaltips

[Reel Post - JAN] Thoughtful, Patient, and Thorough Estate Planning Assistance | Scheduled 02.02.26

ricardo308 — 2026-01-07 19:35:28 UTC

We are grateful for clients who place their trust in our team during important planning decisions. ⚖️

Feedback like this reflects our commitment to clear communication, thoughtful guidance, and making sure every client feels supported throughout the estate planning process.

At Trusts and Estates Law Group, we are dedicated to helping families create plans with confidence and clarity.🌿

If you are ready to begin your estate planning journey, contact our office to schedule a consultation today.

📞(919) 782 3500

https://ncestateplanning.com

#estateplanningattorney #estateplan #clientreview #testimonial

[Post - JAN] What Happens Without a Will? | Scheduled 02.09.26

ricardo308 — 2026-01-07 19:41:55 UTC

You may be curious about what would happen if you passed away without a will in place. Without clear direction, the law decides how your assets are distributed, which may not align with your wishes.

Creating a will allows you to stay in control and provide clarity for your family.

Reach out to our Raleigh estate planning attorneys today to begin planning with confidence. 🌿📄

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/wills

#will #livingwill #estateplanning #estateplan

[Post - FEB] Does Your Trust Still Reflect Your Wishes? | Scheduled 02.18.26

ricardo308 — 2026-02-11 21:20:44 UTC

Have you considered whether your current trust still aligns with your goals and circumstances? Life changes such as marriage, divorce, disability, tax updates, or new beneficiaries may require thoughtful adjustments.

Both revocable and irrevocable trusts can be modified in certain situations, but the process depends on the type of trust and the changes involved. Proper legal guidance helps protect your assets and avoid unintended tax consequences. 📑

If it has been a while since you reviewed your trust, now is the time. Contact the Trusts and Estates Law Group to schedule a consultation and ensure your plan remains effective.

📞(919) 782 3500

https://ncestateplanning.com/estate-administration/trust-modification

#trusts #estatelawyer #estateplanning #estateplan

[Post - FEB] Is an Estate Dispute Delaying Probate? | Scheduled 02.25.26

ricardo308 — 2026-02-11 21:26:07 UTC

Are conflicts between executors, heirs, or beneficiaries preventing an estate from being settled properly? Probate litigation may be necessary when disagreements disrupt the administration process. ⚖️

Will contests, claims of undue influence, and disputes over asset distribution can all require court involvement. Taking prompt legal action can protect your rights and preserve estate assets.

If an estate dispute is creating uncertainty, contact the Trusts and Estates Law Group to discuss your options.

📞(919) 782 3500

https://ncestateplanning.com/probate-litigation

#probate #probatelitigation #estatelawyer #legalhelp

[Post - FEB] Who Will Manage Your Assets If You Cannot? | Scheduled 03.10.26

ricardo308 — 2026-02-11 21:37:23 UTC

If you were unable to handle your finances, who would step in to take control? A living trust allows you to name a successor trustee to manage assets without court intervention.

Living trusts can be amended or revoked during your lifetime and allow you to maintain control while you are alive and well. Proper planning ensures your property is managed according to your instructions. 📂

Speak with us to create or review your living trust and protect your future.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/trusts/living-trusts

#livingtrust #estateplanninglawyer #northcarolinaestate #estateattorney

[Post - FEB] Can You Support Charity and Benefit Your Family? | Scheduled 03.13.26

ricardo308 — 2026-02-11 21:51:02 UTC

Are you looking for a way to give back while still maintaining financial stability for your loved ones? Thoughtful charitable planning can help you balance philanthropy with smart financial decision making. 💡

By using structured options such as charitable trusts, you may be able to lower certain taxes, manage appreciated assets efficiently, and ensure your gift makes a lasting difference.

If charitable giving is part of your long term vision, contact the Trusts and Estates Law Group to explore how it can be properly built into your estate plan.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/charitable-planning

#charitableplanning #legaltips #estateplan #estateplanning

[Carousel Post - FEB] North Carolina Modernizes Estate Planning with Electronically Stored Wills | Scheduled 02.23.26

ricardo308 — 2026-02-11 22:32:25 UTC

North Carolina Now Allows Secure Electronic Will Storage

Beginning January 1, 2026, North Carolina law permits properly executed wills to be securely stored as electronic records. The signing requirements have not changed, but the way your will can be preserved has.

At Trusts & Estates Law Group, we are actively implementing this new process for our clients. This added layer of protection helps reduce the risk of lost or misplaced originals and supports a smoother probate process.

We stay current so your estate plan stays protected. If you would like to learn more about electronic will storage, contact our office to schedule a consultation. 🤝🏼

📞(919) 782 3500

https://ncestateplanning.com/north-carolina-updates-how-wills-can-be-stored

#wills #estateplanning #estateattorney #legalnews #update

[Post - FEB] Do You Have the Right Health Care Documents in Place? | Scheduled 03.18.26

ricardo308 — 2026-02-11 22:40:54 UTC

Have you confirmed that your medical decision making documents are complete and up to date? A Health Care Power of Attorney works alongside a living will to ensure both authority and guidance are clearly established. 📋

While a living will outlines your treatment preferences, a Health Care Power of Attorney names the person authorized to act for you. Having both documents strengthens your overall plan.

Review your estate plan to make sure you are fully protected. Call today to get started.

📞(919) 782 3500

https://ncestateplanning.com/estate-planning/health-care-power-of-attorney

#estateplan #healthcare #powerofattorney #estateplanning

[Blog Post - FEB] How to Set Up a Special Needs Trust in North Carolina | Scheduled 03.31.26

ricardo308 — 2026-02-11 22:44:53 UTC

Planning for a loved one with a disability comes with important legal and financial decisions. A Special Needs Trust can help protect Medicaid and SSI eligibility while still providing resources that improve quality of life.

In our latest blog, we break down the different types of Special Needs Trusts in North Carolina, key differences between third party and self settled trusts, and the step by step process to set one up properly. 📑

If you want to make sure your plan is structured correctly from the start, this guide is a valuable place to begin.

https://ncestateplanning.com/setting-up-special-needs-trust

#specialneedsplanning #blog #specialneedstrust

[Reel Post - FEB] Meet the Team: William Estes | Scheduled 03.20.26

ricardo308 — 2026-02-11 23:06:57 UTC

Meet William Estes, Strategic Operations and Technology Officer at Trusts and Estates Law Group.

With a background as a professional violinist and over 20 years of performance experience, William brings focus, discipline, and calm problem solving to his work behind the scenes. 🎻

He leads the firm’s technology infrastructure, data systems, and operational strategy—designing the workflows and systems that keep our team aligned, efficient, and focused on delivering exceptional service to clients. 💻

We are proud to have team members like William who combine precision with dedication to client service.

https://ncestateplanning.com/william-estes

#meettheteam #estateplanning #northcarolinalaw #explorepage #legalteam

[Post - APRIL] A Simple Plan. A Lasting Impact. | Scheduled 04.27.26

ricardo308 — 2026-03-18 22:08:31 UTC

Could a simple plan today make things easier for your family in the future?

Estate planning does not have to be overwhelming, but delaying it can create unnecessary challenges. With the right approach, you can protect your legacy and bring clarity to your loved ones.

At the Trusts and Estates Law Group, you will find guidance that is both practical and compassionate. Contact us today to get started. 🤝🏼

📞(919) 782 3500
🔗 https://ncestateplanning.com

#trustsandestates #estateplan #familyplan #legalhelp

[Post - APRIL] Do You Know the Key Difference Between Revocable and Irrevocable Trusts? | Scheduled 05.21.26

ricardo308 — 2026-03-18 22:22:00 UTC

What separates a revocable trust from an irrevocable trust?

With a revocable trust, you keep control and flexibility. You can change terms or dissolve it at any time. An irrevocable trust, on the other hand, typically means giving up control once assets are transferred.

Understanding this distinction is important when planning your estate. The right structure depends on your goals, your assets, and how much control you want to maintain. ⚖️

📞(919) 782 3500
🔗 https://ncestateplanning.com/estate-planning/trusts

#trusts #estateplanning #irrevocabletrust #revocabletrust

[Post - APRIL] When There’s No Plan, There Are Problems | Scheduled 05.11.26

ricardo308 — 2026-03-18 22:31:50 UTC

What challenges could your family face if there is no estate plan in place?

Without a will, issues like unclear beneficiaries, missing instructions, and family disputes can complicate the probate process. Even basic decisions like guardianship or final arrangements may be left uncertain.

Working with a probate attorney can help prevent these situations and provide clarity when it matters most. Take the step now to protect your family from unnecessary complications. ⚖️🛡️

📞(919) 782 3500
🔗 https://ncestateplanning.com/estate-planning/probate-without-a-will

#probate #estateplanning #probatehelp #estateattorney

[Post - APRIL] Can You Change a Trust Once It’s Created? | Scheduled 05.14.26

ricardo308 — 2026-03-18 23:10:32 UTC

Life changes like marriage, divorce, new tax laws, or shifts in assets can impact how your trust should function. A trust that worked years ago may no longer align with your current goals. 📄

Is it possible to update a trust after it has already been established? In many cases, yes. Revocable trusts can often be modified with relative ease, while irrevocable trusts may require court involvement depending on the changes.

Even small adjustments can have legal and tax implications, so it is important to approach modifications carefully. An experienced attorney can guide you through the process and help protect your long-term goals.

📞(919) 782 3500
🔗 https://ncestateplanning.com

#trusts #estateplanning #legalhelp #assetprotection

[NL Blog Post - MARCH] Estate Planning for Loved Ones With Special Needs or Disabilities | Scheduled 05.07.26

ricardo308 — 2026-03-18 23:23:06 UTC

Is your estate plan truly set up to support a loved one with disabilities?

Standard wills do not always account for the complexities of long-term care and public benefits. Without the right structure, even a well-meaning inheritance can create new challenges.

Options like special needs trusts and supportive legal documents can help ensure stability, continuity, and care for years to come.

👉🏼 Learn what to consider and how to avoid common mistakes:

https://ncestateplanning.com/estate-planning-for-loved-ones-with-special-needs-or-disabilities

#specialneeds #estateplan #specialneedstrust #specialneedsplanning

[Post - APRIL] Reminder: North Carolina Just Changed How Wills Can Be Stored | Scheduled 05.04.26

ricardo308 — 2026-03-19 00:01:21 UTC

Have you heard about the recent change to how wills can be stored in North Carolina?

As of January 1, 2026, wills can now be securely stored in electronic form under specific legal guidelines. While wills still must be properly signed and witnessed on paper, this update adds an extra layer of protection.

This change helps reduce the risk of lost or damaged documents and makes it easier for families to access a will when it is needed most.

📄 Want to learn more about electronic will storage? Contact our office to schedule a consultation.

📞(919) 782 3500

https://ncestateplanning.com/north-carolina-updates-how-wills-can-be-stored

#northcarolina #legal #wills #estateplanning #estatelawyer

[Reel Post - APRIL] Meet the Team: Melinda Feder | Scheduled 05.18.26

ricardo308 — 2026-03-19 00:06:48 UTC

Behind every smooth-running office is someone who makes it all happen.

Meet Melinda Feder, our Office Manager, whose experience as an attorney and years of leadership help keep everything organized, efficient, and client-focused. Her attention to detail and commitment to clear communication are key to our day-to-day success.

Outside the office, she’s a dedicated mom of two who enjoys traveling, staying active, spending time with her corgi, and relaxing by the beach. 🌊

https://ncestateplanning.com/melinda-feder

#teamspotlight #lawfirm #meettheteam #trustsandestates

[Post - APRIL] A Seamless Estate Planning Experience | Scheduled 04.30.26

ricardo308 — 2026-03-19 01:12:49 UTC

Clear guidance makes all the difference when planning for your future.

We’re grateful for the trust our clients place in us and proud to provide a process that feels organized, transparent, and supportive from start to finish. ⚖️

Thinking about creating a will or family trust? We’re here to help.

📞(919) 782 3500
🔗 https://ncestateplanning.com

#clientreview #estateplanning #trustplanning #northcarolina

[Post / IG Ad - APRIL] Divorced or Separating? | Scheduled 04.22.26

ricardo308 — 2026-04-09 00:00:42 UTC

Going through a divorce or separation and haven’t updated your estate plan yet?

Your will, trust, power of attorney, and beneficiary designations may still include your ex. Estate planning after divorce is one of the most overlooked steps, but it directly affects who makes decisions for you and who receives your assets.

A simple review can help ensure your estate plan reflects your current life, protects your children, and avoids unnecessary complications down the road.

This is especially important for anyone navigating divorce, asset division, or long-term financial planning.

Schedule a consultation to make sure your plan reflects your life today.

(919) 782 3500

#estateplanning #divorceplanning #divorce #assetprotection

[Video Post - JUNE] Verified Legacy ™ | Scheduled 06.12.26

laura3393 — 2026-05-07 20:13:33 UTC

A strong estate plan is not just about creating documents. It’s about making sure your wishes are protected for the future.

Verified Legacy™ is designed to help reduce the risk of future disputes by addressing concerns while you’re still here to speak for yourself.

Watch this video to learn how this proactive approach to estate planning works. 📜

📞(919) 782 3500

https://ncestateplanning.com/verified-legacy

#estateplanning #legacy #assetprotection #estateattorney

[Video Post - JUNE] A Will Is Not Enough | Scheduled 06.29.26

laura3393 — 2026-05-14 18:21:17 UTC

Many people think having a will is enough to protect their family.

In reality, a comprehensive estate plan can help avoid unnecessary stress, delays, and complications in the future.

In this video, we explain why proper estate planning involves more than just creating a will. 📜

📞(919) 782 3500

https://ncestateplanning.com

#estateplanning #wills #assetprotection #estateattorney

[Reel Post - JUNE] Meet the Team: Katie Graf | Scheduled 06.18.26

laura3393 — 2026-06-03 21:08:27 UTC

Meet Katie Graf, our Client Relations Specialist 👋🏼

With a background in marketing and a passion for helping others, Katie brings a thoughtful, client focused approach to every interaction. Her attention to detail and commitment to clear communication help create a positive experience for the families we serve.

When she's not assisting clients, Katie enjoys traveling and seeking new adventures. ✈️

https://ncestateplanning.com/katie-graf/

#teamspotlight #meettheteam #estateplanning #trustsandestates

[Post - JUNE] Could Your Estate Plan Survive a Challenge? | Scheduled 06.15.26

ricardo308 — 2026-06-08 20:05:20 UTC

Many families assume their will or trust is enough. But what happens if someone challenges it after you're gone?

Verified Legacy™ helps North Carolina families take a proactive approach to estate planning by seeking court confirmation of a will or trust during their lifetime. By resolving questions now, you can reduce the risk of future estate disputes, probate litigation, and uncertainty for your loved ones. 📜

Whether you have a blended family, a high-net-worth estate, business interests, or concerns about potential conflicts, Verified Legacy™ provides added clarity and legal validation. A court-reviewed estate plan can help protect your legacy, charitable goals, and family relationships for years to come. ⚖️

Take control of your legacy today. Contact Trusts and Estates Law Group of North Carolina to learn whether Verified Legacy™ is the right estate planning strategy for you.

📞(919) 782 3500
🔗 https://ncestateplanning.com/verified-legacy

#estateplanning #assetprotection #legacyplanning #trustsandestates

[Post - JUNE] Is Someone Putting Your Inheritance at Risk? | Scheduled 06.22.26

ricardo308 — 2026-06-08 20:21:44 UTC

Inheritance disputes, executor misconduct, and contested wills can quickly turn a difficult loss into a costly legal battle.

Whether you're concerned about probate litigation, financial elder abuse, trust disputes, or assets being hidden from beneficiaries, taking action early can help protect your rights. At Trusts and Estates Law Group, we help North Carolina families navigate complex estate litigation matters and work to make sure estates are administered fairly and according to the law.

If you suspect undue influence, improper changes to a will or trust, executor misconduct, or theft of estate assets, you may have legal options. Experienced legal guidance can help protect your inheritance, protect beneficiary rights, and hold fiduciaries accountable. 🏛️

📞(919) 782 3500
🔗 https://ncestateplanning.com/contact-us

#estatelitigation #probatelitigation #inheritancelawyer #northcarolinalaw

[Post - JUNE] Who Would Protect Your Children If You Couldn’t? | Scheduled 06.25.26

ricardo308 — 2026-06-08 20:32:43 UTC

Estate planning is not just for later in life. For young families, it can be one of the most important ways to protect your children, your wishes, and the future you are building.

Without a will, guardianship plan, trust, medical directive, or power of attorney, major decisions about your children and assets may be left to the court. A thoughtful estate plan can help name trusted guardians, protect minor children’s inheritance, avoid unnecessary court supervision, and give your family clear direction during a crisis. 👨‍👩‍👧‍👦

We help North Carolina parents create estate planning strategies designed for real family needs, including wills, trusts for minor children, life insurance planning, powers of attorney, and health care directives.

📞(919) 782 3500
🔗 https://ncestateplanning.com/contact-us

#estateplanning #estateplan #familyplan #northcarolina

[Post - JUNE] Why More North Carolina Families Are Looking Beyond a Will | Scheduled 07.02.26

ricardo308 — 2026-06-08 20:45:42 UTC

A revocable living trust is one of the most effective ways to help your loved ones avoid probate and simplify the transfer of assets.

With a properly funded trust, you maintain control of your assets during your lifetime while creating a smoother path for beneficiaries after you're gone. This estate planning strategy can provide greater privacy, faster access to assets, and fewer court-related delays. 🏡

Unlike assets that pass through probate, assets held in a revocable trust can transfer directly according to your wishes. The right trust structure can help protect beneficiaries, streamline estate administration, and keep personal family matters out of court.

Take the next step toward protecting your legacy. Contact Trusts and Estates Law Group today to schedule a confidential consultation and learn whether a revocable trust is right for your estate plan.

📞(919) 782 3500
🔗 https://ncestateplanning.com

#revocabletrust #estateplanning #probate #familyprotection

[Post - JUNE] Knowledge You Can Rely On | Scheduled 07.06.26

ricardo308 — 2026-06-08 21:00:09 UTC

Estate planning often involves complex questions with significant consequences.

Clients deserve clear explanations, thoughtful guidance, and the confidence that comes from understanding their options.

We're grateful for the trust our clients place in us and for the opportunity to help them navigate important decisions about their families, assets, and legacies. 🤝🏼

If you're looking for practical guidance on estate planning, trusts, probate, or estate administration, our team is here to help. Contact Trusts and Estates Law Group to schedule a consultation.

📞(919) 782 3500
🔗 https://ncestateplanning.com

#estateplanning #review #probate #estateplanningattorney

[Video Post - JUNE] Avoid These Common Estate Planning Mistakes

laura3393 — 2026-06-15 15:18:48 UTC

After working with hundreds of families, Some estate planning mistakes are more common than you might think.

Relying only on beneficiary designations, failing to plan for incapacity, and not properly aligning assets with your trust can all create unintended consequences.

Taking the time to review your plan today can help avoid complications in the future.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#estateplanning #trusts #assetprotection #estateattorney

[Video Post - JUNE] The Mistake That Can Undermine Your Estate Plan

laura3393 — 2026-06-15 15:25:34 UTC

Creating a trust is an important step, but it is not the only one.

If your assets are not properly aligned with your trust, your estate plan may not work the way you intended.

Learn how trust funding can help keep your plan on track.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#trusts #estateplanning #assetprotection #estateattorney

[Video Post - JUNE] Is Your Estate Plan Out of Date?

laura3393 — 2026-06-15 15:33:06 UTC

An estate plan should evolve as your life changes.

Over time, changes in your family, assets, or the law can impact how your plan works. That's why regular estate plan reviews are so important.

If it has been a few years since you last reviewed your documents, now may be a good time to take another look.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#estateplanning #estateplanreview #trusts #estateattorney

[Video Post - JUNE] Who Will Raise Your Children If Something Happens to You

laura3393 — 2026-06-15 15:42:33 UTC

Many parents assume family would automatically step in to care for their children if something happened to them.

Without the right estate plan, decisions about guardianship and access to financial resources may involve the court.

Planning ahead can help provide clarity for your family when it matters most.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#estateplanning #guardianship #familyplan #estateattorney

[Video Post - JUNE] Is Your Child’s Inheritance Truly Protected?

laura3393 — 2026-06-15 15:49:28 UTC

An inheritance does not have to be left unprotected.

Without the right trust structure, assets may be exposed to creditors, lawsuits, or divorce after they are inherited. The way an inheritance is structured can make a lasting difference.

Learn more about inheritance protection and estate planning.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#estateplanning #assetprotection #trusts #familyplan

[Video Post - JUNE] How to Handle Estate Planning in Blended Families

laura3393 — 2026-06-15 15:54:09 UTC

Blended families often require additional planning.

Without the right structure, assets intended for your children may be affected by remarriage, divorce, or other unexpected circumstances.

Learn how estate planning can help ensure your wishes are carried out.

📞 (919) 782 3500

🔗 https://ncestateplanning.com

#estateplanning #blendedfamilies #assetprotection #trusts