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Rosewood Wealth Management

Home
About
Our Story
Core Values
Our Clients
Services
Retirement Planning
Bookkeeping
Media
Radio Show
Podcast
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Schedule a Visit
John Stillman
October 10, 2023

Estate Planning Disasters

John Stillman
October 10, 2023

We’re finishing up our estate planning series with Tim Nordgren, an attorney at Schell Bray in Chapel Hill, with a discussion on what could go wrong if you don’t have the vital estate planning documents in place. Then we’ll wrap up with some of his estate planning horror stories that he’s seen through the years. 

Newer PostWhen Should I Do a 401k Rollover?
Older PostDo I Need a Trust?

Find older episodes here…

Featured
Jan 31, 2024
Should You Max Out Your 401k?
Jan 31, 2024
Jan 31, 2024
Nov 7, 2023
Is Social Security Going Bankrupt?
Nov 7, 2023
Nov 7, 2023
Oct 24, 2023
When Should I Do a 401k Rollover?
Oct 24, 2023
Oct 24, 2023
Oct 10, 2023
Estate Planning Disasters
Oct 10, 2023
Oct 10, 2023
Sep 26, 2023
Do I Need a Trust?
Sep 26, 2023
Sep 26, 2023
Sep 13, 2023
What Estate Planning Documents Should I Have?
Sep 13, 2023
Sep 13, 2023
Aug 30, 2023
Do I Need Life Insurance After I Retire?
Aug 30, 2023
Aug 30, 2023
Aug 16, 2023
What do I do with an inherited IRA?
Aug 16, 2023
Aug 16, 2023
Jul 24, 2023
Changing Expenses in Retirement
Jul 24, 2023
Jul 24, 2023
Jul 6, 2023
Housing in Retirement
Jul 6, 2023
Jul 6, 2023
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1519 Pleasant Green Road, Durham, NC, 27705919-391-3446info@rosewoodwealthmanagement.com

RETIREMENT PLANNING & OTHER FINANCIAL SERVICES in DURHAM, NC

Carolina Wealth Stewards, doing business as Rosewood Wealth Management, is a Registered Investment Adviser with the state of North Carolina and in compliance with the current registration requirements of the state.  Any information on this website should not be construed by any consumer and/or prospective client as personalized investment. A copy of Carolina Wealth Stewards current written disclosure statement discussing business operations, services, and fees is available upon written request.

John Stillman, owner of Carolina Wealth Stewards,  is a financial advisor in Durham, NC specializing in retirement income planning, long term care management, wealth management, and legacy planning.