Learn more about Estate Planning

Create your Estate Planning Checklist

Begin your estate plan with our free Estate Planning Questionnaire

Archives for June 2013

The DOMA Decision

The Supreme Court published its long-awaited decision in the Windsor case today.  In a 5-4 decision, the Court held Section 3 of the Defense of Marriage Act (DOMA) unconstitutional.  What this means for same-sex couples across the country will ultimately depend on where they live.  In North Carolina, it is likely that the Court’s decision will […]

Estate Planning for Business Owners

Owners of closely-held businesses face unique challenges when it comes to estate planning.  In addition to planning to pass along the non-business assets, closely-held business owners must concern themselves with developing a business succession plan.  Reasons for investigating a business succession plan can include maintaining a income stream once control or ownership of the business […]