Beaufort Estate Planning News

volunteers at charity

How Can I Support Charitable Causes in My Will?

February 26, 2024

You don’t have children or any other surviving family members that you want to leave your estate to, or you do, but you prefer to leave behind your assets to a cause where your one-time gift makes a larger impact and potentially is a gift that keeps on giving, what do you do? Leaving a…

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How Often Should I Update My Estate Plan?

January 31, 2024

Each year, the assisted living referral company,, performs an annual “health check” on the different aspects of estate planning among Americans. Their 2023 Wills and Estate Planning Study shows that while 64% of our country’s residents view having a will as important, especially in light of inflation during recent years, only 34% of the…

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family carrying moving boxes

Estate Planning Considerations When Moving To North Carolina

June 15, 2023

Moving to a new state is an exciting time, but amidst the hustle and bustle of moving, it’s crucial to consider your estate plan. Just as you’re changing your address, your will and other estate planning documents might need updating, too. Each state, including North Carolina, has unique laws and considerations, and ensuring your plan…

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signing paperwork

Five Reasons Having A Will & Estate Plan Are Important

April 27, 2023

Having a well-drafted will is of utmost importance in North Carolina to ensure that your estate is administered according to your wishes upon your passing. A will serves as a legally binding document that can outline the distribution of your assets, appoint a guardian for your minor children, and name an executor to oversee the…

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estate planning after divorce

Estate Planning Items To Consider After A Divorce

January 5, 2022

Considering filing for a divorce is a difficult decision, and the entire process can weigh on you physically, mentally, and emotionally. Divorcing couples deal with multiple challenges and life-changing decisions like property division and child custody.  During the divorce proceedings, all marital assets are valued as of the date of separation and typically divided equally.…

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diy estate planning

The Many Risks Of DIY Estate Planning

December 14, 2021

We live in an era that is rich in information. Are you trying to figure out how to do something? Just look it up on the internet, and odds are you’ll find something online with instructions on how to accomplish it.  Although you may find out how to fix something with your car or house…

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The Ultimate Estate Planning Checklist

December 1, 2021

Estate planning can be an uncomfortable subject for some people. However, you must have a plan in place to protect your family when you die. You might believe that you’re young, or you don’t have many assets. Even if any of these are true, it’s critical to handle your estate planning and work with someone…

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advance directives beaufort

What Is An Advance Medical Directive?

November 8, 2021

Health care decisions are a very personal thing for most people, and the ability to make those decisions on our own is important. Although the aim is to be able to do that throughout our lives, the unfortunate truth is that a lot of us will encounter a situation in life where we are incapacitated…

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