Many people are remiss when it comes to estate planning because they do not have enough information. When you do not know exactly how to proceed, procrastination can set in, and this is understandable.
At the same time, you are taking a risk when you go through life without an estate plan, and the risk is compounded as you get older.
Knowledge Is Power
We do everything possible to provide a steady stream of information on this website. Our blog is updated with fresh information, and we also offer a rather comprehensive electronic library of in-depth special reports.
These reports cover many different estate planning and elder law topics, and you can download all of the reports free of charge.
In addition to the dissemination of written information, we also offer free estate planning seminars on an ongoing basis. We have a number of seminars coming up in Huntersville, NC, this week. These seminars are specifically going to focus on wills and trusts.
A will can be a logical choice for some people, but your estate must be probated when you use a last will to facilitate asset transfers. Probate is a legal process that provides certain protections, but it can be time-consuming and expensive.
It is possible to get assets into the hands of your heirs outside of the process of probate. There are trusts that can accomplish this objective. Revocable living trusts are very popular among people who would like to avoid probate.
There are other types of trusts that are useful for high net worth individuals who are exposed to the federal estate tax. Special needs trusts can be used to provide for people with disabilities who are receiving government benefits. You could use a spendthrift trust to leave an inheritance to a loved one who has difficulty handling money properly.
We will cover wills and trusts in detail at the June seminars. Space is still available at the Huntersville seminars at North County Regional Library on Tuesday, June 16 at 2:00 p.m.; at Hampton Inn Huntersville on Tuesday, June 16 at 6:30p.m.; and at the Huntersville Professional Building on Wednesday, June 17 at 10:00 a.m. The seminars will run for a couple of hours.
We do not charge an admission fee, but we do ask that you register in advance so that we can reserve your seat. You can see the entire list of seminars on our seminar schedule page, and you can click on the seminar that you want to attend to register.
We are also offering free consultations to people who attend our seminars, and you can request an appointment at the conclusion of the session.
John’s practice focuses on the use of Wills and Living Trusts in Estate Planning to help individuals protect their families and preserve their legacies after their deaths, but his practice also focuses on the critical issues of protecting individuals with dementia or other diminished capacity, assisting individuals in qualifying for Medicaid and other government benefits to offset the costs of long-term care, and providing special needs planning.
John is admitted to practice law in North Carolina, South Carolina, Kentucky, and Ohio, and he is accredited by the Department of Veterans Affairs.
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