Legality of the Ladybird Deed

March 6th, 2021 (No Comments)

I get the question all the time: is the Ladybird Deed legal in NC? The answer is yes. But, I don’t want you to simply take my word without any further information. So, in an effort to settle the question once and for all, let me give you the legal basis for the Ladybird Deed. […]

What type of Trust is Right for You?

March 3rd, 2021 (No Comments)

Irrevocable Trust: Join our Shelby attorney, Brenton Begley, as he sits down and talks about an Irrevocable Trust! Revocable Living Trust: A revocable living trust or RLT may be a great way for you to: Stay in control of assets. Avoid Probate. Maximize your taxable exemptions. Testamentary Trust: Testamentary Trusts: These can be a straightforward […]

What’s the deal with having two power of attorney documents?

February 24th, 2021 (No Comments)

Why can’t I just have one document that makes someone my power of attorney for everything? Well, technically you could do that.  However, there are some clear reasons why that is not common practice and why we don’t advise taking that approach.             The first consideration is cost.  A very practical reason not to combine […]

How Could Today’s Cancel Culture and Political Climate Affect Your Estate Plan?

February 19th, 2021 (No Comments)

Trust me, I am all too familiar with challenges to free speech. It’s not specifically legal challenges anymore but the tendency for unpopular opinions to be shouted down and the people behind them to be cancelled from social media and somewhat erased or made irrelevant. How does this factor into estate planning? My fear is […]

Take Care Of Your Family in February

February 1st, 2021 (No Comments)

It’s the season of love with Valentine’s Day but you can give the gift to yourself and family of legacy that will last a lifetime; will last for generations. Call out office today: 704-749-9244, or online at Get $200 Coupon for Estate Planning Services! CLICK FOR COUPON!!!

New Administration, New Estate Plan?

January 29th, 2021 (No Comments)

No good assessment can begin without first laying out a disclaimer.  In this instance, I must remind us that the campaign season has ended and that this article’s role is not to engage in advocacy for one administration’s ideas over another’s.  However, an important aspect of our role as attorneys at this firm is to […]

The Next 100 Days

January 23rd, 2021 (No Comments)

Uncertainty is the enemy to peace of mind. And there are little other times more uncertain than the change of the guard and the transition of power that comes with the inauguration of a new president. This uncertainty is compounded by the contemporaneous change in the power structure of Congress. There’s nothing like a swing […]

How to Write a Will

January 17th, 2021 (No Comments)

When I sit down with a family member, with an individual or a couple, I want to start by identifying their assets and I want to make a list of their assets. Generally, I ask them to make a list of assets before they come in. They will list out their home, if they own […]

Quick Answers

January 17th, 2021 (No Comments)

Attorney, Brenton S. Begley, wanted to build a quick answer section onto our website which we are sure will quickly become one of our most frequented pages. We thought it also important to put out this important information to our readers and clients as it is a great summary to some of the most frequently […]

The Tangled Web We Weave Behind

January 17th, 2021 (No Comments)

Yes, you read that title right. The late Elmer Fudd would be proud. While Elmer would certainly urge your silence, I would offer that your voice should not go unheard! So, how do you ensure your voice is heard? One very straight forward way is to execute a Last Will and Testament. A Last Will […]

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