Estate Planning

What is a Fiduciary?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Fiduciary – “relating to or involving trust (such as between a customer and a professional; or relating to or involving a confidence or trust” or so says the Merriam-Webster online dictionary. There is [...]

Have You Completed Your Document Bucket List?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Ah, the Bucket List… those important, aspirational, and meaningful experiences we all want before we die. Even if you haven’t written one, you probably have one. There is another “Bucket List” that you [...]

2019-01-19T12:58:42-05:00September 15th, 2014|Estate Planning|

Do You Need a Trust?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Have you attended a seminar recently where you were told that you need a trust? Does your neighbor (brother, co-worker) seem shocked that you don’t have a trust? We should remember that the advice [...]

2019-01-19T14:08:22-05:00December 13th, 2013|Estate Planning|

Have You Had “The Talk”?

Linda P. EricksonLinda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net.Some families talk about everything; other families talk only about the weather. Communication can be very hard, particularly about those subjects that remain “taboo” in many families. I’m speaking here about family finances, family wealth (or [...]

2019-01-19T14:12:54-05:00September 26th, 2013|Estate Planning|

Naming the Beneficiary – A Complicated Task

Edward Griggs is a Partner, Tax, Trust, and Estate Group, with Womble Carlyle Sandridge and Rice LLP Dealing with retirement benefits in an estate plan may at first appear simple, but can often be wrought with traps for the inexperienced. The retirement plan participant, or his or her attorney, may focus solely on avoiding probate or minimizing transfer taxes without [...]

2019-01-03T16:10:07-05:00January 19th, 2013|Elder Law, Estate Planning|

Paying Too Much For Life Insurance?

Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. Q.   My brother-in-law says I am probably overpaying for my Life Insurance and should get an Insurance Review. Is this true? A.   You may be paying 30 percent to 70 percent too much for your life insurance and here’s why. The life insurance industry has a [...]

The Ins (and Outs) of Probate

By Amanda M. Baxley Amanda M. Baxley is an associate at Herring Mills & Kratt, PLLC. She practices in the areas of Estate Planning, Estate Administration, and Real Estate. Despite the common misconception, everyone dies leaving an “estate.” Simply defined, an estate is everything that you own all the way from your dog to your $1 million beach property. Whether [...]

2019-01-03T17:02:41-05:00June 6th, 2012|Elder Law, Estate Planning|

Powers of Attorney – Much More (and Less) Than You Thought

Bill Kratt practices in the areas of estate and tax planning, estate administration, asset protection, elder law and guardianship. He is a Board-certified Specialist in Estate Planning & Probate Law by the N.C. State Bar Board of Legal Specialization, and an elected Fellow of the American College of Trust and Estate Counsel. Few documents raise more questions than the Power [...]

2012-05-08T21:21:30-04:00May 8th, 2012|Estate Planning|

Planning for Independence

Diane A. Wallis practices Law in Raleigh. She has focused on Elder Law, wills, estates and real estate since graduating from law school in 1982. Many difficult issues face Senior Citizens today as they manage their health and finances and seek to preserve their independence. Planning now will let you determine your own future and preserve your independence. Failing to [...]

2019-01-03T16:33:40-05:00October 13th, 2011|Elder Law, Estate Planning|

Financial Steps after a Spouse’s Death – Part II

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Financial concerns can overwhelm a surviving spouse. In the last issue we discussed the information and documents you will need. Now let’s turn to your income. How much will you continue to receive, [...]

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