by Jason Senges | May 28, 2021 | Estate Planning and Administration
Too frequently I hear about a tragedy involving a young person that is compounded by a lack of planning. As people move through their twenties and thirties and begin to accumulate assets, wealth, and have families there are a number of new...
by Jason Senges | Apr 20, 2021 | Estate Planning and Administration
“Power of Attorney” is a term many people universally use to describe what are actually different documents and, more importantly, different powers. The main documents people refer to are a Health Care Power of Attorney and a Durable Power of...
by Jason Senges | Mar 30, 2021 | Estate Planning and Administration
In North Carolina, Real Property moves “outside of probate” meaning it is not part of the probate estate unless it must be brought into the probate estate in order to satisfy debts of the estate. This may seem like a reason to not worry about a will...
by Jason Senges | Feb 3, 2021 | Estate Planning and Administration
Many people view probate as a long laborious and unnecessary process. Because of the reputation of the probate process individuals employ different techniques to create an estate without probatable assets. The main estate planning tool used to avoid probate is...
by Jason Senges | Dec 14, 2020 | Estate Planning and Administration
Tax portability is a helpful tax benefit that should be considered when crafting your estate plan. The option of portability can make a significant difference when it comes to taxation of an estate. Two important aspects to remember are that the portability...
by Jason Senges | Nov 12, 2020 | Estate Planning and Administration
Estate planning—it is an incredibly important tool, not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing...
