by Vail Gardner | May 6, 2023 | Estate Planning
Estate planning is a critical process for everyone, regardless of age or wealth. It allows for control of how your assets may distribute after your passing and ensures that your plans provide security for your loved ones. However, what happens if you face mental...
by Vail Gardner | Apr 27, 2023 | Blog
One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest and most famous people pass away without naming a legal heir or with no estate plan. Others have made estate planning mistakes...
by Vail Gardner | Apr 20, 2023 | Special Needs Planning
If you want to leave something for a loved one who is disabled or has special needs, it’s essential to plan. Leaving an inheritance outright could make them ineligible for need-based aid and benefits. Instead, creating a Supplemental or Special Needs Trust (SNT)...
by Vail Gardner | Apr 11, 2023 | Estate Planning
When it comes to estate planning, married couples have a few different options. One popular option is the QTIP trust. But what is a QTIP trust, and how can it benefit married couples? This blog post will discuss the benefits of QTIP and lifetime QTIP trusts and see...
by Vail Gardner | Apr 5, 2023 | Estate Planning
After you have written your will, you’ll need to take steps to ensure it’s valid. In North Carolina, there are three types of wills–holographic, nuncupative, and attested written. Each type has specific requirements to be considered valid. In this...