Estate planning often gets pushed to the back burner until people are well into their middle-aged years. Blended families in North Carolina and other states are more common in middle age, and you will need to consider ex-spouses and children from previous marriages in...
Estate Planning And Probate
Beneficiary designation mistakes you’ll want to avoid
Making use of beneficiary designations can be an ideal way to get around North Carolina probate laws. However, there are many pitfalls that you'll need to look out for when attaching one to a brokerage account, a life insurance policy or other assets. Avoiding these...
Prep for 2018 with New Powers of Attorney
Powers of attorney are used by a grantor to vest decision-making authority in another person for a variety of reasons. Powers of attorney are often used in estate planning, real estate transactions, and business enterprises. If you rely on others to act on your behalf or in your name with regard to your property or investments, consider a new or…
Estate Planning for Entrepreneurs
Our firm helps entrepreneurs realize their vision. A 2009 Wall Street Journal article by Kelly K. Spors entitled “So, You Want to Be an Entrepreneur” addresses some of the challenges entrepreneurs face and the personality traits of proven entrepreneurs that help push emerging businesses through the fray. Are you willing and able to bear great financial risk? Are you willing…
Estate Planning in A Digital World
Robertson & Associates is helping clients plan in the digital age. In a February, 2017, article in North Carolina Bar Association Estate Planning & Fiduciary Law Section newsletter entitled “New North Carolina Law Allows Fiduciaries Access to Digital Assets (But Only If…),” author Jean Gordon Carter addresses a quandary faced by users of social media and curators of online assets: what happens to…
Robertson & Associates Successfully Defends Trustees in Jury Trial
For Immediate Release: July 10, 2017 The firm is pleased to announce that it successfully defended Co-Trustees of an Irrevocable Trust against claims by future beneficiaries for damages arising out of the conveyance by the Trustees of two tracts of real estate. The case involved allegations of breach of fiduciary obligations by the Trustee of a Trust which assets consists…