January Update

January Update

Estate Planning Guide

Estate planning is important for all people and not just for senior citizens. Preparing documents, outlining procedures to follow and assigning assets to the right beneficiaries is essential in estate planning. In North Carolina, if you don’t have a Will, current state law will determine who receives your assets and in what portions. Not having a set plan can quickly become a costly nightmare for survivors or responsible individuals named after a loved one’s death.

 What You Need to Know About the Secure Act

The Setting Every Community Up for Retirement (or SECURE) Act is intended to make it easier for Americans to save for retirement and decrease the percentage of us who outlive retirement funds. It was signed into law on December 20, 2019, and most for its provisions became effective January 1, 2020. Some changes in the act may result in unexpected tax bills for beneficiaries.

Drew Nelson Promoted to Partner

Congratulations to our own Drew Nelson on his promotion to partner. He has been with Brinkley Walser Stoner since 2013. Nelson holds a Juris Doctor degree from Elon University School of Law. His area of practice includes, but is not limited to:

  • Estate Planning
  • Elder Law
  • Traffic/Criminal

We look forward to Drew continuing to grow and share his knowledge with new associates.

Dancing With The Potential Stars

Brinkley Walser Stoner is a proud sponsor of Dancing (and More) with Potential Stars. The annual dance competition is a fundraiser from the Project Potential of Lexington. The organization has funded more than 500 scholarships since its start in 1994. The winners of the 2020 competition “Straight Outta Lexington” took home the trophy for “Best Performance.” We are honored to support an organization that does so much for the Lexington community.

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