Estate Planning & Administration
Your Cyber Legacy: Planning for Digital Assets in Your Estate
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…
Read MoreDo Your Parents Have an Estate Plan?
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…
Read MoreUnderstanding Generation-Skipping Transfer Tax: Protecting Multi-Generational Wealth in North Carolina
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…
Read MoreHow Blended Families Can Benefit From Estate Planning
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…
Read MoreEssential Documents for Crafting an Estate Plan
You’ve spent years working hard, saving for the future, and building a life for your loved ones. Maybe you own a home, have investments, or even a family business. But what happens if something unexpected occurs? Without a well-structured estate plan, your family could face stressful legal battles, unnecessary taxes, and uncertainty about your wishes.…
Read MoreYear-End Estate Planning Checklist
You have the whole year in front of you, and now’s the time to take stock of where you are and what you want to accomplish this year. Are you promising yourself you’re going to finally take that trip? Actually hit the gym? What about preparing yourself and your family for the years ahead? Whether…
Read MoreEstate Planning to Avoid Probate in North Carolina
Are you considering estate planning in Wilmington, NC? Knowing how to avoid probate can make a huge difference in protecting your assets and ensuring they are distributed smoothly to your loved ones. Probate can be a lengthy, expensive process, but with the right strategies, you can minimize or even avoid it. At Rountree Losee LLP,…
Read MoreUnderstanding Guardianship in North Carolina
Guardianship is a serious legal step that impacts someone’s ability to make decisions for themselves. If you’re considering guardianship for a loved one, this post can help you understand the process and alternatives. What is Guardianship? In North Carolina, guardianship is a court-ordered relationship where one person (the guardian) is given the authority to make…
Read MoreWhat Are the Benefits of Asset Protection?
Asset protection is an important aspect of financial planning that often gets overlooked until it’s too late. In an unpredictable world where lawsuits, creditors, and financial risks abound, protecting your assets is incredibly important. Whether you’re a business owner or just an individual trying to protect your wealth, understanding the benefits of asset protection is…
Read MoreWhen to Update Your Estate Plan
As life progresses, our circumstances change, as do our estate planning needs. Reviewing and updating your estate plan regularly is important to ensure that your final wishes are met and that you are taken care of if you are no longer able to make decisions for yourself. Having a Wilmington estate planning attorney will help…
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