Estate Planning News & Resources

Digital Estate Planning in NC: Why Passwords Aren’t Enough in 2026

March 30, 2026

Update your digital estate planning strategy. Learn how a digital executor clause and RUFADAA rules protect your loved ones’ online accounts and crypto.

Divorcing at 55 in Charlotte: Who Gets the 401(k) and the Pension?

February 28, 2026

Divorcing after 50 in Charlotte? Learn how equitable distribution affects your 401(k) and pension. Protect your future with retirement asset division.

The ‘No-Nuptial’: Why Unmarried Homebuyers in NC Need a Cohabitation Agreement

February 3, 2026

Quick Summary The housing market is showing signs of life again. After a period of high interest rates and low inventory, 2026 is bringing a welcome change to North Carolina. With rates stabilizing and more homes becoming available, many couples who have been waiting on the sidelines are finally looking to buy. A significant number…

2026 Legal Checklist: 4 Tasks to Protect Your Family and Business This Year

January 1, 2026

We all have the standard New Year’s resolutions: gym, budget, travel. But what about your “legal health”? The most valuable legal moves are often the ones you make before a problem ever starts. Here is your 2026 checklist: four boxes to check before spring to ensure you are legally compliant and fully protected. 1. The…

Protect What Matters Most: Estate Planning for Every Stage of Life

June 16, 2025

Thinking about the future doesn’t always come naturally. Many of us get caught up in the day-to-day, leaving little time to prepare for what lies ahead. But estate planning is one of the most meaningful steps you can take to protect your loved ones and ensure your wishes are honored. Contrary to popular belief, it’s…

What the End of the TCJA Could Mean for Your Will, Trust, and Estate Plans

January 29, 2025

Planning for the future is one of the best ways to protect your family and make sure your legacy is safe. But with shifting laws and an uncertain political landscape, figuring out your next steps can feel like a lot. Right now, one of the biggest questions on the horizon is what happens to the…

4 Legal Things to Make Sure You’re Doing in 2025

January 15, 2025

The start of a new year is the perfect opportunity to make sure your legal bases are covered. Whether you’re thinking ahead for your family, planning travel, or managing a business, there are a few legal items you can’t afford to overlook. Here’s what you need to check off your list to start the year…

Inheritance and Estate Planning Mistakes to Avoid

December 5, 2024

Avoid costly estate planning mistakes with our tips. Learn how to protect your assets and plan for your future with confidence. 

Do I need a last will and testament?

June 2, 2022

Clients often call Dozier Miller Law asking whether they need a Last Will and Testament (commonly called a “will”). The simple answer is “yes, if you are going to die, it is important to have a current will in place.” Anyone who dies without a current will leaves his or her family in a very difficult position.…

5 Documents You Need in COVID-19

April 29, 2020

During these uncertain times of dealing with a health crisis in our country, it is now more important than ever to have an estate plan. An estate plan is more than just a Will, and should include a Health Care Power of Attorney, Living Will, Durable Power of Attorney, and other estate planning documents. By…

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