What information do I need to prepare before a trust consultation?: North Carolina Estate Planning

What information do I need to prepare before a trust consultation? – North Carolina Short Answer Under North Carolina law, a valid revocable trust needs a capable settlor, a trustee, identifiable property, and clear intent to create the trust. For a productive consultation, assemble a family outline, fiduciary choices (trustees and successors), a current asset…

How do I properly update or revoke an informal will draft I’ve already made?: North Carolina Estate Planning

How do I properly update or revoke an informal will draft I’ve already made? – North Carolina Short Answer In North Carolina, handwritten notes or spoken wishes are not enforceable unless they meet strict will requirements. The cleanest way to update or revoke prior writings is to sign a new written will before two witnesses…