Inside the Estate: Smart Estate Planning to Ensure Your SOLE HEIR is Protected

This Inside the Estate episode shares Gloria’s story, a retired single mom in North Carolina with a sole heir, Samantha, and a substantial estate including a paid-off Triangle home and a seven-figure brokerage account, who worries that an outright, lump-sum inheritance could discourage her daughter from trying in life and expose the assets to bad relationships, lawsuits, or business failures. A customized revocable living trust funded with Gloria’s home and accounts is used to avoid probate, maintain her control while she is alive, and then provide structured, supplemental support to Samantha over time, rather than all at once.

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*This video is for informational purposes only and should not be considered legal advice. All names and identifying details have been changed to protect privacy

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