Posts by rl25

For over 125 years, Rountree Losee, LLP has helped families in Southeastern North Carolina plan for the future and protect what matters most. While the fundamentals of thoughtful estate planning remain constant, the assets we help clients protect have evolved dramatically. Today, your legacy extends far beyond traditional property and financial accounts—it includes a digital…

If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While the final decisions within their estate plan rest with them, creating a comprehensive estate plan is an absolute necessity, regardless…

When families with substantial assets think about legacy planning, they often focus on avoiding probate and minimizing estate taxes. However, a less understood but equally important consideration lurks in the tax code: the generation-skipping transfer tax (GSTT). This federal tax can significantly erode wealth intended for grandchildren and future generations if not properly addressed in…

Blended families have become increasingly common throughout North Carolina, bringing together children from previous relationships with new marriages and partnerships. While these family structures offer tremendous joy and fulfillment, they also create unique legal considerations that require careful estate planning to protect everyone involved. At Rountree Losee, LLP, our attorneys have provided counsel on estate…