Why Donald Trump’s Revocable Living Trust Doesn’t Mean Squat

Donald Trump Revocable Living Trust

Donald Trump’s massive business holdings have been heavily scrutinized over the past several months. Yesterday I came across an article on NPR that reveals that he has put his business interests into a Revocable Living Trust. Sound familiar? It should. That’s because a revocable living trust is one of the primary tools that I, as … Read more

The Power of Organ Donation – How UNC Senior Jason Ray saved the Lives of 4 People

organ donation

Organ Donation is a topic that comes up every single time I’m designing an estate plan with a new client. It’s one of the last questions I ask new clients and one that surprisingly few people have thought about before I ask it. Ironically, this is one of the main benefits to using an estate … Read more

Donald Trump and the Fiduciary Duty Rule… What You Need to Know

fiduciary duty rule

Last year the Department of Labor (DOL) issued a new ruling, that is currently scheduled to be phased in from April 10, 2017, through January 1, 2018, that expands the definition of “investment advice fiduciary” under the Employee Retirement Income Security Act of 1974. Say what? Basically, this means that financial professionals (i.e. financial advisors) … Read more

Cary Estate Planning Attorney James Hart is Available for Speaking Engagements in the Community

estate planning lawyer in cary nc

Are you looking for a speaker for your next event? Cary Estate Planning Attorney and Founder of The Hart Law Firm James Hart loves to speak to corporate, church, and other community audiences about protecting and passing on family wealth, making sure children are properly cared for in the event of an emergency, or keeping elderly parents from … Read more

5 Must Have Documents for Your Estate Plan

financial durable power of attorney

You finally found it… Regardless of whether you are 18 or 80, there are 5 legal documents that you must have in place to protect you in the event that you become incapacitated or die unexpectedly. These include a financial durable power of attorney, a healthcare power of attorney, and a living will. So let’s get … Read more

What a Donald Trump Presidency Will Look Like for Families

what a trump presidency means

No, it’s not the end of the world. At least I don’t think it is. But here is what a Donald Trump presidency will look like for young families in North Carolina and across the country. Whether you voted (and I hope you did) Republican, or Democrat or something entirely else yesterday, there is something … Read more

A Sincere Apology… I’ve been lazy

I feel the need to send an apology to my readers and come clean. I’ve been lazy.  I just checked my website/blog and realized that I haven’t posted since last July.  That’s unacceptable and just shouldn’t happen.  Not that I should use my infant daughter as an excuse, but… There have been lots of developments … Read more