Legacy & Estate Planning

Serving North Carolina
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Comprehensive Estate Planning Guide for Every Life Stage

Setting a Foundation Early: Young Adulthood Scenario: You're starting to gain independence—perhaps you're going off to college, starting your first job, or even moving out on your own. It’s an exciting time filled with new responsibilities and decisions. Action Items: Establish Advanced Directives: This includes a healthcare proxy and a living will. These documents ensure your medical wishes are followed if you're unable to communicate them. Designate Beneficiaries: Make sure…

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Preparing for Retirement: How Estate Planning Evolves with Age

As retirement approaches, the focus of estate planning shifts significantly. What once centered on wealth accumulation for heirs now emphasizes ensuring financial stability, healthcare security, and fulfilling personal legacy goals. Here’s how your estate planning needs evolve with age and practical tips to get you where you want to be. Shifting Priorities In your 30s and 40s, estate planning might have been about growing wealth and securing your children’s future.…

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ABC’s of Estate Planning – Take Two

Estate planning is an essential part of securing your legacy and ensuring the well-being of your loved ones. In today's complex world, a well-thought-out estate plan covers various aspects, from managing digital assets to planning for blended families. This guide provides an overview of key elements in estate planning, helping you understand the importance of each component and encouraging you to take the necessary steps to protect your family's future.…

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Embracing Freedom: Advance Directives and Estate Planning

In estate planning, few topics are as essential yet often misunderstood as advance directives. As an estate planning lawyer deeply committed to the well-being of my clients, I've witnessed firsthand the transformative power of these documents in preserving autonomy, dignity, and peace of mind. Through the intricacies of advance directives, we explore the vital role they play in shaping our futures with compassion and clarity. Understanding Advance Directives At its…

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Ensuring Your Kids’ Future: A Guide to Protection Planning

As an estate planning attorney, I've had countless conversations with parents about the importance of protecting their children. Here are proactive steps to ensure your little ones are always cared for, no matter what life throws your way. Don't forget to follow up with an appointment with us to get the proper paperwork in place. Temporary Guardianship: Who's Got Your Back? Picture this: an emergency arises, and you're unable to…

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Navigating Elder Care and Estate Planning: A Comprehensive Guide for the Future

As we journey through life, the significance of preparation and foresight in care and estate planning becomes increasingly apparent. The aging process introduces a spectrum of challenges that require both compassion and strategic planning. This guide delves into the options for elder care, from in-home assistance to skilled nursing facilities, alongside the vital role of estate planning in safeguarding our elders' futures. The most recent research indicates that 70% of…

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Creating an Earth-Friendly Estate Plan: A Guide to Leaving a Greener Legacy

In today's world, where environmental concerns are more pressing than ever, many of us strive to live in a way that not only respects but actively contributes to the health of our planet. In my practice, I've seen a growing interest among individuals and families in incorporating eco-conscious decisions into their estate plans. Here's how you can ensure that your final wishes reflect your commitment to the environment, creating a…

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Empowering Women Through Financial Independence: The Journey of an Estate Planning Attorney

Finding Freedom Through the Equal Credit Opportunity Act Born amidst the celebratory fireworks of independence, my journey as an estate planning attorney was unknowingly paved by the passage of the Equal Credit Opportunity Act. This landmark legislation, passed just a month before my birth, dismantled financial barriers for women, allowing them access to credit without a male co-signer. This shift didn't just change laws; it redirected life paths for countless…

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Navigating Life’s Changes: The Critical Role of Estate Planning for All Families

In the ever-evolving landscape of family dynamics, the need for comprehensive and inclusive estate planning has never been more crucial. With nearly 50% of U.S. marriages ending in divorce and the growing prevalence of second or third marriages, especially in mid-life and beyond, the complexity of family structures is at an all-time high. At Delaney Law, we understand these challenges and are dedicated to guiding families, including blended and LGBTQ+…

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Embracing 2024: Navigating New Tax Laws and Making Estate Planning Your New Year’s Resolution

Welcome to 2024, a year of new beginnings. As we enter 2024, it’s important to keep in mind 2023 tax updates, especially changes in Required Minimum Distributions (RMDs), the Corporate Transparency Act (CTA), and the implications of these changes on estate planning. This is an opportune time to integrate estate planning into your New Year's resolutions, ensuring both peace of mind and financial security. Understanding the Changes in RMDs: The…

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